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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2KNew |
$174K - $207K
|
2K
$192K
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
219KNew |
$19M - $22.7M
|
219K
$21M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.5K+ 142.43% |
$2.65M - $3.16M
|
51.9K
$4.98M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-740- 54.61% |
$64.3K - $76.7K
|
615
$59K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
150New |
$13K - $15.5K
|
150
$14.4K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 178.57% |
$104K - $124K
|
1.87K
$180K
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
567KNew |
$49.3M - $58.8M
|
567K
$54.4M
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
58.1KNew |
$5.05M - $6.01M
|
58.1K
$5.57M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-176- 2.14% |
$15.3K - $18.2K
|
8.06K
$773K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-147- 26.16% |
$12.8K - $15.2K
|
415
$39.8K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-400- 86.21% |
$34.8K - $41.4K
|
64
$6.14K
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
32+ 15.24% |
$2.78K - $3.32K
|
242
$23.2K
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.11K- 15.45% |
$96.2K - $115K
|
6.06K
$581K
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
41.6KNew |
$3.61M - $4.31M
|
41.6K
$3.99M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.04KNew |
$177K - $211K
|
2.04K
$196K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
893New |
$77.6K - $92.5K
|
893
$85.7K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
293New |
$25.5K - $30.4K
|
293
$28.1K
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.26KNew |
$196K - $234K
|
2.26K
$217K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
40New |
$3.48K - $4.14K
|
40
$3.84K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50+ 1.04% |
$4.35K - $5.18K
|
4.85K
$465K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
634New |
$55.1K - $65.7K
|
634
$60.8K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.25% |
$695 - $829
|
3.19K
$306K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.8KNew |
$3.81M - $4.54M
|
43.8K
$4.21M
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.4KNew |
$1.6M - $1.9M
|
18.4K
$1.76M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
17.8KNew |
$1.55M - $1.85M
|
17.8K
$1.71M
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 0.51% |
$3.56K - $4.25K
|
8.06K
$773K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-21- 91.3% |
$1.83K - $2.18K
|
2
$192
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.01KNew |
$175K - $209K
|
2.01K
$193K
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.86KNew |
$509K - $607K
|
5.86K
$562K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-41- 3.34% |
$3.56K - $4.25K
|
1.19K
$114K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21- 0.73% |
$1.83K - $2.18K
|
2.85K
$274K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.23K+ 55.72% |
$716K - $853K
|
23K
$2.21M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 7.69% |
$86.9 - $104
|
14
$1.34K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.4K+ 31.35% |
$122K - $145K
|
5.87K
$563K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 20.0% |
$86.9 - $104
|
6
$576
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43K+ 10087.09% |
$3.74M - $4.45M
|
43.4K
$4.16M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 6.67% |
$435 - $518
|
80
$7.67K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
132New |
$11.5K - $13.7K
|
132
$12.7K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.07KNew |
$180K - $214K
|
2.07K
$198K
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
12+ 0.22% |
$1.04K - $1.24K
|
5.43K
$521K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13K- 12.08% |
$1.13M - $1.35M
|
94.9K
$9.11M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.4K+ 13.79% |
$1.25M - $1.49M
|
119K
$11.4M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-35- 2.56% |
$3.04K - $3.63K
|
1.33K
$128K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
300New |
$26.1K - $31.1K
|
300
$28.8K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
470New |
$40.9K - $48.7K
|
470
$45.1K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
675New |
$58.7K - $69.9K
|
675
$64.8K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.36KNew |
$205K - $244K
|
2.36K
$226K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-12- 0.3% |
$1.04K - $1.24K
|
3.98K
$382K
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-413- 17.77% |
$35.9K - $42.8K
|
1.91K
$183K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
124New |
$10.8K - $12.8K
|
124
$11.9K
|