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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.3KNew |
$2.11M - $2.39M
|
23.3K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.71% |
$272 - $309
|
424
$40.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
16+ 0.68% |
$1.45K - $1.65K
|
2.36K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.71KNew |
$427K - $485K
|
4.71K
$447K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-245- 60.95% |
$22.2K - $25.2K
|
157
$14.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-831- 21.48% |
$75.4K - $85.5K
|
3.04K
$288K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
39.7KNew |
$3.6M - $4.08M
|
39.7K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.24K- 29.64% |
$476K - $539K
|
12.4K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
83.4KNew |
$7.57M - $8.58M
|
83.4K
$7.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
357+ 3.02% |
$32.4K - $36.7K
|
12.2K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.46KNew |
$677K - $767K
|
7.46K
$707K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.61KNew |
$237K - $268K
|
2.61K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-14.4K- 44.51% |
$1.31M - $1.48M
|
18K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 3.02% |
$11.3K - $12.9K
|
4.01K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
44New |
$3.99K - $4.53K
|
44
$4.17K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$125K - $141K
|
1.37K
$130K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
680+ 9.75% |
$61.7K - $70K
|
7.65K
$725K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-471- 11.94% |
$42.7K - $48.5K
|
3.47K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.44K- 34.45% |
$493K - $559K
|
10.3K
$981K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.69K- 38.34% |
$516K - $585K
|
9.15K
$868K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.46K+ 10.1% |
$132K - $150K
|
15.9K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.5% |
$90.7 - $103
|
41
$3.89K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
92New |
$8.35K - $9.46K
|
92
$8.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-632- 19.99% |
$57.3K - $65K
|
2.53K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-50- 50.0% |
$4.54K - $5.14K
|
50
$4.74K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37.1KNew |
$3.36M - $3.81M
|
37.1K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
161K+ 92.81% |
$14.6M - $16.6M
|
335K
$31.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.43K- 9.59% |
$674K - $765K
|
70.1K
$6.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
20.2KNew |
$1.83M - $2.08M
|
20.2K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
249+ 7.97% |
$22.6K - $25.6K
|
3.37K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 35.53% |
$4.9K - $5.55K
|
98
$9.29K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
7New |
$635 - $720
|
7
$664
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
27.4KNew |
$2.48M - $2.82M
|
27.4K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-30.2K- 80.01% |
$2.74M - $3.11M
|
7.56K
$716K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-180- 16.51% |
$16.3K - $18.5K
|
910
$86.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.06K+ 117.23% |
$732K - $830K
|
14.9K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
37.4KNew |
$3.4M - $3.85M
|
37.4K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 5.25% |
$1.54K - $1.75K
|
307
$29.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 25.0% |
$9.07K - $10.3K
|
300
$28.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
238+ 146.01% |
$21.6K - $24.5K
|
401
$38K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.38KNew |
$307K - $348K
|
3.38K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.35KNew |
$213K - $242K
|
2.35K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.84KNew |
$349K - $395K
|
3.84K
$364K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.2% |
$181 - $206
|
169
$16K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.22K+ 15.0% |
$201K - $228K
|
17K
$1.61M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
300New |
$27.2K - $30.9K
|
300
$28.4K
|
|
| Q3 2024 | |||||||
|
Jul 25, 2025
Q3 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.9K- 48.2% |
$165K - $197K
|
2.04K
$194K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
45.2KNew |
$3.93M - $4.68M
|
45.2K
$4.29M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.11KNew |
$184K - $219K
|
2.11K
$200K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20.8KNew |
$1.81M - $2.16M
|
20.8K
$1.97M
|
|