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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.15K- 1.29% |
$435K - $495K
|
395K
$37.9M
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.19K+ 36.95% |
$101K - $115K
|
4.41K
$423K
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-755- 1.07% |
$63.8K - $72.7K
|
69.5K
$6.67M
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-443- 1.24% |
$37.4K - $42.6K
|
35.4K
$3.4M
|
|
Aug 08, 2025
Q2 2025
|
Passaic Partners LLC
|
BUY
|
- |
63.7K+ 41.5% |
$5.38M - $6.13M
|
217K
$20.8M
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-111- 5.93% |
$9.38K - $10.7K
|
1.76K
$169K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.79K- 43.26% |
$151K - $172K
|
2.34K
$225K
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
12+ 0.23% |
$1.01K - $1.16K
|
5.28K
$507K
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-3.23K- 39.08% |
$273K - $311K
|
5.04K
$484K
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.95K- 8.72% |
$249K - $284K
|
30.8K
$2.96M
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
54.7K+ 87.26% |
$4.62M - $5.26M
|
117K
$11.3M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.13K- 5.04% |
$95K - $108K
|
21.2K
$2.03M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4K+ 103.08% |
$3.24M - $3.7M
|
75.7K
$7.26M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.39K- 4.56% |
$371K - $423K
|
92K
$8.83M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-578- 4.27% |
$48.8K - $55.6K
|
13K
$1.24M
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
207+ 0.68% |
$17.5K - $19.9K
|
30.5K
$2.93M
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-56.5K- 63.27% |
$4.77M - $5.44M
|
32.8K
$3.15M
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-70- 1.52% |
$5.91K - $6.74K
|
4.54K
$436K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
434+ 20.71% |
$36.7K - $41.8K
|
2.53K
$243K
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-564- 4.09% |
$47.6K - $54.3K
|
13.2K
$1.27M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29- 0.97% |
$2.45K - $2.79K
|
2.97K
$285K
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-100- 95.24% |
$8.45K - $9.63K
|
5
$480
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
740+ 9.62% |
$62.5K - $71.2K
|
8.44K
$810K
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
21.9KNew |
$1.85M - $2.11M
|
21.9K
$2.1M
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-1.33K- 48.93% |
$112K - $128K
|
1.39K
$133K
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.14K- 3.76% |
$95.9K - $109K
|
29K
$2.79M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.61KNew |
$136K - $155K
|
1.61K
$155K
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-157- 1.68% |
$13.3K - $15.1K
|
9.18K
$881K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.54K- 7.03% |
$384K - $437K
|
60K
$5.76M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-753- 9.78% |
$63.6K - $72.5K
|
6.95K
$667K
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-53- 1.41% |
$4.48K - $5.1K
|
3.69K
$355K
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-782- 3.21% |
$66.1K - $75.3K
|
23.6K
$2.26M
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-210- 86.78% |
$17.7K - $20.2K
|
32
$3.07K
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.25K- 10.78% |
$190K - $217K
|
18.6K
$1.79M
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
652+ 9.23% |
$55.1K - $62.8K
|
7.72K
$741K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
845+ 14.24% |
$71.4K - $81.3K
|
6.78K
$651K
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.76K+ 38.64% |
$234K - $266K
|
9.92K
$952K
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-75.2K- 95.41% |
$6.35M - $7.24M
|
3.62K
$347K
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.22% |
$422 - $481
|
2.31K
$222K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33.6K+ 2773.55% |
$2.84M - $3.23M
|
34.8K
$3.34M
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
169+ 5.41% |
$14.3K - $16.3K
|
3.29K
$316K
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 168.75% |
$9.12K - $10.4K
|
172
$16.5K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.43K- 7.9% |
$459K - $523K
|
63.4K
$6.08M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-173- 3.78% |
$14.6K - $16.7K
|
4.4K
$422K
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.91% |
$84.5 - $96.3
|
111
$10.7K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.33KNew |
$113K - $128K
|
1.33K
$128K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.72K+ 2.69% |
$230K - $262K
|
104K
$9.96M
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-727- 0.26% |
$61.4K - $70K
|
275K
$26.3M
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.2K+ 4.85% |
$101K - $116K
|
25.9K
$2.49M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-55- 22.63% |
$4.65K - $5.29K
|
188
$18K
|