Latest Institutional Transactions on Ishares Tr (IYR)
This table provides information on the latest institutional transactions involving Ishares Tr (IYR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.74KNew |
$446K - $467K
|
4.74K
$458K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-58- 0.84% |
$5.46K - $5.71K
|
6.89K
$665K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$94.2 - $98.5
|
3.62K
$349K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.08KNew |
$102K - $106K
|
1.08K
$104K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.07K+ 93.92% |
$195K - $204K
|
4.27K
$413K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
215+ 2.63% |
$20.2K - $21.2K
|
8.4K
$812K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
208+ 5.61% |
$19.6K - $20.5K
|
3.92K
$378K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20+ 2.53% |
$1.88K - $1.97K
|
810
$78.2K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-705- 6.72% |
$66.4K - $69.4K
|
9.78K
$945K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
471+ 1.93% |
$44.3K - $46.4K
|
24.9K
$2.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
524+ 85.2% |
$49.3K - $51.6K
|
1.14K
$110K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.44K+ 5.52% |
$136K - $142K
|
27.5K
$2.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
25+ 0.07% |
$2.35K - $2.46K
|
34.5K
$3.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-210- 3.06% |
$19.8K - $20.7K
|
6.65K
$643K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
14New |
$1.32K - $1.38K
|
14
$1.35K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-94- 1.22% |
$8.85K - $9.26K
|
7.62K
$736K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.03% |
$94.2 - $98.5
|
2.93K
$283K
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-28- 0.83% |
$2.64K - $2.76K
|
3.34K
$323K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
25+ 0.08% |
$2.35K - $2.46K
|
31.9K
$3.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.16K+ 4.45% |
$109K - $114K
|
27.2K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-751- 7.48% |
$70.7K - $73.9K
|
9.29K
$898K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
2.65K+ 4.95% |
$249K - $260K
|
56.1K
$5.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
817+ 3.09% |
$76.9K - $80.4K
|
27.3K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
110+ 4.08% |
$10.4K - $10.8K
|
2.81K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11.8K- 53.8% |
$1.11M - $1.16M
|
10.1K
$977K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
514+ 5.18% |
$48.4K - $50.6K
|
10.4K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$94.2 - $98.5
|
2.14K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
24+ 0.15% |
$2.26K - $2.36K
|
16.2K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.4K+ 5.09% |
$226K - $237K
|
49.6K
$4.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.84K- 5.24% |
$267K - $279K
|
51.3K
$4.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-35- 50.0% |
$3.3K - $3.45K
|
35
$3.38K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-60- 1.04% |
$5.65K - $5.91K
|
5.72K
$552K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.1KClosed |
$574K - $600K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.49K- 8.89% |
$140K - $146K
|
15.2K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$1.24M - $1.29M
|
13.1K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-116- 1.42% |
$10.9K - $11.4K
|
8.03K
$776K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-75- 8.13% |
$7.06K - $7.38K
|
847
$81.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-153- 5.16% |
$14.4K - $15.1K
|
2.81K
$271K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.11% |
$282 - $295
|
2.77K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
32+ 0.18% |
$3.01K - $3.15K
|
17.4K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-139- 0.4% |
$13.1K - $13.7K
|
34.9K
$3.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.04K+ 3.99% |
$569K - $595K
|
157K
$15.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.06K+ 2.04% |
$99.6K - $104K
|
53K
$5.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-7.05K- 29.9% |
$664K - $694K
|
16.5K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-633- 10.98% |
$59.6K - $62.3K
|
5.13K
$496K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20+ 0.25% |
$1.88K - $1.97K
|
8.16K
$789K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
39+ 72.22% |
$3.67K - $3.84K
|
93
$8.98K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-165- 0.47% |
$15.5K - $16.2K
|
35.2K
$3.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.1KNew |
$1.52M - $1.59M
|
16.1K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-180- 81.08% |
$16.9K - $17.7K
|
42
$4.06K
|