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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
51.4K+ 457.87% |
$4.6M - $5.09M
|
62.7K
$5.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
951+ 6.14% |
$85.1K - $94.1K
|
16.4K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
667+ 16.73% |
$59.7K - $66K
|
4.65K
$441K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
42New |
$3.76K - $4.16K
|
42
$3.98K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-802K- 99.96% |
$71.7M - $79.3M
|
296
$28K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-323- 7.94% |
$28.9K - $32K
|
3.75K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-8- 0.79% |
$716 - $792
|
1.01K
$95.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
27+ 0.38% |
$2.42K - $2.67K
|
7.09K
$672K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealth Navi Inc.
|
BUY
|
- |
241K+ 5.41% |
$21.6M - $23.8M
|
4.7M
$445M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-187- 1.59% |
$16.7K - $18.5K
|
11.6K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.81K+ 1.29% |
$162K - $179K
|
143K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-95- 0.37% |
$8.5K - $9.4K
|
25.6K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
783+ 1.51% |
$70.1K - $77.5K
|
52.7K
$5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.35% |
$1.52K - $1.68K
|
4.85K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
150+ 3.77% |
$13.4K - $14.8K
|
4.13K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$89.5 - $99
|
2.3K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.71K+ 5.63% |
$690K - $763K
|
145K
$13.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
56+ 1.49% |
$5.01K - $5.54K
|
3.81K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.74K+ 17.02% |
$871K - $964K
|
66.9K
$6.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-64- 4.52% |
$5.73K - $6.33K
|
1.35K
$128K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
768+ 4.92% |
$68.7K - $76K
|
16.4K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.24% |
$626 - $693
|
2.97K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.29KNew |
$294K - $325K
|
3.29K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
880+ 35.56% |
$78.8K - $87.1K
|
3.36K
$318K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.69K- 38.41% |
$151K - $167K
|
2.7K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-21- 0.13% |
$1.88K - $2.08K
|
15.7K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.15K+ 103060.0% |
$461K - $510K
|
5.16K
$489K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.34KNew |
$388K - $430K
|
4.34K
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
22+ 0.57% |
$1.97K - $2.18K
|
3.9K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.8K+ 188.56% |
$788K - $871K
|
13.5K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.07K - $1.19K
|
3.59K
$340K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
740+ 13.4% |
$66.2K - $73.2K
|
6.26K
$593K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
10+ 0.4% |
$895 - $990
|
2.52K
$239K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-579- 2.76% |
$51.8K - $57.3K
|
20.4K
$1.93M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.67K- 6.23% |
$149K - $165K
|
25.1K
$2.38M
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
9.63KNew |
$873K - $990K
|
9.63K
$912K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.1KNew |
$99.8K - $113K
|
1.1K
$104K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.52KNew |
$319K - $362K
|
3.52K
$333K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.42K+ 8.96% |
$220K - $249K
|
29.5K
$2.79M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
51.5KNew |
$4.67M - $5.3M
|
51.5K
$4.88M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-146- 1.81% |
$13.2K - $15K
|
7.91K
$749K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.07KNew |
$97.3K - $110K
|
1.07K
$102K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
466+ 19.84% |
$42.3K - $47.9K
|
2.82K
$267K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.96KNew |
$269K - $305K
|
2.96K
$281K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
877+ 18.44% |
$79.6K - $90.2K
|
5.63K
$534K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.47K+ 17.26% |
$224K - $254K
|
16.8K
$1.59M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$18.1K - $20.6K
|
200
$18.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.4K- 69.84% |
$2.3M - $2.61M
|
11K
$1.04M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-154- 1.02% |
$14K - $15.8K
|
14.9K
$1.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
544+ 2.62% |
$49.4K - $56K
|
21.3K
$2.02M
|
|