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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-10- 0.2% |
$733 - $925
|
5K
$437K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$73.3 - $92.5
|
1
$87.5
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
112+ 2.88% |
$8.21K - $10.4K
|
4K
$350K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-356- 26.39% |
$26.1K - $32.9K
|
993
$86.9K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.8KNew |
$278K - $351K
|
3.8K
$332K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6+ 16.67% |
$440 - $555
|
42
$3.67K
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-33- 0.67% |
$2.42K - $3.05K
|
4.89K
$428K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-47- 70.15% |
$3.44K - $4.35K
|
20
$1.75K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40.9KNew |
$2.99M - $3.78M
|
40.9K
$3.57M
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
40KNew |
$2.93M - $3.7M
|
40K
$3.5M
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.08% |
$73.3 - $92.5
|
1.23K
$107K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.9KNew |
$1.46M - $1.84M
|
19.9K
$1.74M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
109KNew |
$7.98M - $10.1M
|
109K
$9.52M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-490- 74.24% |
$35.9K - $45.3K
|
170
$14.9K
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
400New |
$29.3K - $37K
|
400
$35K
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-111- 3.55% |
$8.13K - $10.3K
|
3.02K
$264K
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
45.5KNew |
$3.34M - $4.21M
|
45.5K
$3.98M
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-74- 2.64% |
$5.42K - $6.84K
|
2.73K
$239K
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
26.1KNew |
$1.91M - $2.41M
|
26.1K
$2.28M
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-100K- 76.34% |
$7.33M - $9.25M
|
31K
$2.71M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-761- 22.01% |
$55.8K - $70.4K
|
2.7K
$236K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-151- 22.3% |
$11.1K - $14K
|
526
$46K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
124New |
$9.09K - $11.5K
|
124
$10.8K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-430- 7.92% |
$31.5K - $39.8K
|
5K
$437K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.31K- 21.23% |
$169K - $214K
|
8.58K
$751K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-259- 2.55% |
$19K - $23.9K
|
9.91K
$867K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.7KNew |
$198K - $250K
|
2.7K
$236K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
28.5KNew |
$2.09M - $2.64M
|
28.5K
$2.49M
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-436- 15.72% |
$32K - $40.3K
|
2.34K
$204K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-222- 6.07% |
$16.3K - $20.5K
|
3.44K
$301K
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.64KNew |
$267K - $337K
|
3.64K
$318K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.99% |
$220 - $277
|
154
$13.5K
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.03KNew |
$222K - $280K
|
3.03K
$265K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
106K+ 3526.7% |
$7.77M - $9.81M
|
109K
$9.54M
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-715- 95.21% |
$52.4K - $66.1K
|
36
$3.15K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200New |
$14.7K - $18.5K
|
200
$17.5K
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.35KNew |
$172K - $217K
|
2.35K
$205K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-462- 27.75% |
$35.6K - $41.5K
|
1.2K
$105K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
371+ 742.0% |
$28.6K - $33.3K
|
421
$36.8K
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-620- 8.55% |
$47.8K - $55.7K
|
6.63K
$580K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.65KNew |
$204K - $238K
|
2.65K
$231K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
470New |
$36.2K - $42.2K
|
470
$41.1K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15New |
$1.16K - $1.35K
|
15
$1.31K
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
42.5KNew |
$3.28M - $3.82M
|
42.5K
$3.72M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-676- 8.31% |
$52.1K - $60.7K
|
7.46K
$653K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
190K+ 91.76% |
$14.7M - $17.1M
|
398K
$34.8M
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
207KNew |
$16M - $18.6M
|
207K
$18.1M
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-12.2K- 24.45% |
$942K - $1.1M
|
37.7K
$3.3M
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$77.1 - $89.9
|
1
$87.5
|