Latest Institutional Purchases of Ishares Tr (IYY)
This list provides information on the latest institutional transactions involving Ishares Tr (IYY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
150+ 50.0% |
$13.1K - $15K
|
450
$65.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$5.25K - $5.98K
|
60
$8.78K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$396K - $476K
|
4.51K
$660K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.82K+ 10.69% |
$247K - $298K
|
29.2K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.34K+ 100.0% |
$205K - $247K
|
4.68K
$685K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.92KNew |
$168K - $203K
|
1.92K
$281K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.58KNew |
$138K - $166K
|
1.58K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
834New |
$73.1K - $88.1K
|
834
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
516New |
$45.3K - $54.5K
|
516
$75.5K
|
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
500+ 9.43% |
$43.9K - $52.8K
|
5.8K
$848K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
300New |
$26.3K - $31.7K
|
300
$43.9K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
300+ 10.04% |
$26.3K - $31.7K
|
3.29K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 3.94% |
$8.51K - $10.2K
|
2.56K
$375K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
56New |
$4.91K - $5.91K
|
56
$8.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
11New |
$965 - $1.16K
|
11
$1.61K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
5.37K+ 32.78% |
$480K - $605K
|
21.8K
$3.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.56K+ 4.15% |
$229K - $289K
|
64.3K
$9.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.98KNew |
$176K - $222K
|
1.98K
$289K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
800New |
$71.5K - $90.1K
|
800
$117K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
758New |
$67.7K - $85.4K
|
758
$111K
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
520+ 47.36% |
$46.4K - $58.6K
|
1.62K
$237K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
201New |
$18K - $22.6K
|
201
$29.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
188New |
$16.8K - $21.2K
|
188
$27.5K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
136New |
$12.1K - $15.3K
|
136
$19.9K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
466New |
$47.7K - $55.2K
|
466
$68.2K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
24New |
$2.46K - $2.84K
|
24
$3.51K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
8KNew |
$862K - $948K
|
8K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.19KNew |
$774K - $852K
|
7.19K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.09KNew |
$441K - $485K
|
4.09K
$599K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
839+ 28.54% |
$90.4K - $99.5K
|
3.78K
$553K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
800New |
$86.2K - $94.8K
|
800
$117K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
112New |
$12.1K - $13.3K
|
112
$16.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
94New |
$10.1K - $11.1K
|
94
$13.7K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.21K+ 827.84% |
$343K - $366K
|
3.6K
$527K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
28.5KNew |
$2.88M - $3.07M
|
28.5K
$4.16M
|
|
|
Aug 05, 2021
Q2 2021
|
Penobscot Wealth Management
|
BUY
|
- |
2.31KNew |
$233K - $249K
|
2.31K
$338K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
100New |
$10.1K - $10.8K
|
100
$14.6K
|
|
| Q1 2021 | |||||||
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.94K+ 100.0% |
$274K - $295K
|
5.88K
$861K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
$133K - $143K
|
1.43K
$208K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
22.5KNew |
$1.83M - $2.12M
|
22.5K
$3.29M
|
|
|
Feb 01, 2021
Q4 2020
|
Aspiriant, LLC
|
BUY
|
- |
13.4K+ 82.11% |
$1.09M - $1.26M
|
29.7K
$4.35M
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5KNew |
$407K - $472K
|
5K
$731K
|
|
|
Feb 08, 2021
Q4 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.43K+ 100.0% |
$360K - $417K
|
8.85K
$1.29M
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.46K+ 100.0% |
$119K - $138K
|
2.92K
$427K
|
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.41K+ 100.0% |
$115K - $133K
|
2.82K
$412K
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
725+ 100.0% |
$59K - $68.4K
|
1.45K
$212K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
437New |
$35.6K - $41.2K
|
437
$63.9K
|
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
200+ 100.0% |
$16.3K - $18.9K
|
400
$58.5K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
187+ 100.0% |
$15.2K - $17.6K
|
374
$54.7K
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 100.0% |
$4.07K - $4.72K
|
100
$14.6K
|
|