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 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
64New |
$4.94K - $5.75K
|
64
$5.6K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100+ 196.08% |
$7.71K - $8.99K
|
151
$13.2K
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
85.6K+ 572.42% |
$6.6M - $7.69M
|
101K
$8.8M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
CALL |
-100K- 50.0% |
$7.71M - $8.99M
|
100K
$8.75M
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.1KNew |
$782K - $911K
|
10.1K
$887K
|
|
Nov 13, 2023
Q3 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
112KNew |
$8.67M - $10.1M
|
112K
$9.84M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18New |
$1.39K - $1.62K
|
18
$1.57K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12KNew |
$923K - $1.08M
|
12K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.81KNew |
$217K - $253K
|
2.81K
$246K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.17KClosed |
$168K - $195K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
100KNew |
$7.71M - $8.99M
|
100K
$8.75M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$38.6K - $44.9K
|
500
$43.7K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
24New |
$1.85K - $2.16K
|
24
$2.1K
|
|
Nov 13, 2023
Q3 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
47.6KNew |
$3.67M - $4.28M
|
47.6K
$4.17M
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.91KNew |
$302K - $351K
|
3.91K
$342K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
43New |
$3.32K - $3.86K
|
43
$3.76K
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
1.86KNew |
$143K - $167K
|
1.86K
$163K
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-11- 3.63% |
$848 - $988
|
292
$25.5K
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-2.9K- 13.62% |
$224K - $261K
|
18.4K
$1.61M
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.69KNew |
$207K - $242K
|
2.69K
$235K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-30- 0.45% |
$2.31K - $2.7K
|
6.58K
$575K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
225KNew |
$17.4M - $20.2M
|
225K
$19.7M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.6K+ 37.32% |
$1.05M - $1.22M
|
49.9K
$4.36M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-39- 5.16% |
$3.01K - $3.5K
|
717
$62.7K
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2K+ 253.16% |
$154K - $180K
|
2.79K
$244K
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-626- 1.59% |
$48.3K - $56.3K
|
38.7K
$3.39M
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.1K- 1.32% |
$162K - $188K
|
157K
$13.7M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-225K- 43.0% |
$17.3M - $20.2M
|
298K
$26M
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-234- 11.27% |
$18K - $21K
|
1.84K
$161K
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-300- 9.39% |
$23.1K - $27K
|
2.9K
$253K
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.12K- 26.81% |
$163K - $190K
|
5.77K
$505K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-30- 60.0% |
$2.31K - $2.7K
|
20
$1.75K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15New |
$1.16K - $1.35K
|
15
$1.31K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.6KNew |
$201K - $234K
|
2.6K
$228K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-98- 12.79% |
$7.56K - $8.81K
|
668
$58.4K
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.08K+ 2.83% |
$83.3K - $97K
|
39.2K
$3.43M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$1.31K - $1.53K
|
17
$1.49K
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
8.17KNew |
$630K - $734K
|
8.17K
$714K
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-171- 0.92% |
$13.2K - $15.4K
|
18.4K
$1.61M
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.81% |
$231 - $270
|
375
$32.8K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-120- 2.86% |
$9.25K - $10.8K
|
4.08K
$357K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-115- 2.67% |
$8.87K - $10.3K
|
4.19K
$366K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-265- 99.25% |
$20.4K - $23.8K
|
2
$175
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-135- 8.08% |
$10.4K - $12.1K
|
1.54K
$134K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
120New |
$9.25K - $10.8K
|
120
$10.5K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-645- 79.34% |
$49.7K - $58K
|
168
$14.7K
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11- 0.41% |
$848 - $988
|
2.67K
$234K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-110- 25.52% |
$8.48K - $9.88K
|
321
$28.1K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-442- 13.39% |
$34.1K - $39.7K
|
2.86K
$250K
|
|
Q2 2023 | |||||||
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112New |
$9.02K - $9.69K
|
112
$9.8K
|