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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-673- 89.49% |
$57.4K - $62.1K
|
79
$7.48K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.63KNew |
$736K - $795K
|
8.63K
$817K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-18.7K- 99.47% |
$1.6M - $1.72M
|
100
$9.47K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
18.9K+ 10.85% |
$1.61M - $1.74M
|
193K
$18.3M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
106+ 3.99% |
$9.04K - $9.78K
|
2.76K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.19K- 41.47% |
$187K - $202K
|
3.1K
$293K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.42K+ 726.15% |
$121K - $131K
|
1.61K
$153K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
24New |
$2.05K - $2.21K
|
24
$2.27K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
195New |
$16.6K - $18K
|
195
$18.5K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-770- 78.97% |
$65.7K - $71K
|
205
$19.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
131+ 1.86% |
$11.2K - $12.1K
|
7.17K
$679K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-73- 5.08% |
$6.23K - $6.73K
|
1.36K
$129K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.1K- 50.0% |
$264K - $286K
|
3.1K
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.21K+ 45.96% |
$445K - $481K
|
16.5K
$1.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$8.53K - $9.22K
|
100
$9.47K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.08K- 16.14% |
$519K - $561K
|
31.6K
$2.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.5% |
$171 - $184
|
402
$38.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.96KNew |
$167K - $181K
|
1.96K
$186K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.7KNew |
$145K - $157K
|
1.7K
$161K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-15.6K- 63.25% |
$1.33M - $1.44M
|
9.06K
$858K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-73.3K- 53.39% |
$6.25M - $6.76M
|
64K
$6.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-172- 16.81% |
$14.7K - $15.9K
|
851
$80.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-281- 17.7% |
$24K - $25.9K
|
1.31K
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-250- 46.38% |
$21.3K - $23.1K
|
289
$27.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 47.09% |
$8.96K - $9.68K
|
118
$11.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250- 38.82% |
$21.3K - $23.1K
|
394
$37.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.49KNew |
$213K - $230K
|
2.49K
$236K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
380+ 9.3% |
$32.4K - $35K
|
4.47K
$423K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.88K+ 79.1% |
$284K - $359K
|
8.79K
$832K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.11KNew |
$81.2K - $102K
|
1.11K
$105K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61- 15.8% |
$4.47K - $5.64K
|
325
$30.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
24+ 2400.0% |
$1.76K - $2.22K
|
25
$2.37K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$22K - $27.7K
|
300
$28.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.47M - $1.85M
|
20K
$1.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
365KNew |
$26.7M - $33.7M
|
365K
$34.6M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.56K - $3.24K
|
35
$3.32K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
118New |
$8.65K - $10.9K
|
118
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
PUT |
240KNew |
$17.6M - $22.2M
|
240K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$750K - $947K
|
10.2K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17KNew |
$1.25M - $1.57M
|
17K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$183K - $231K
|
2.5K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Hazelview Securities Inc.
Toronto, A6 |
BUY
|
- |
75.8K+ 636.97% |
$5.55M - $7.01M
|
87.7K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$14.7K - $18.5K
|
200
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
22.5K+ 12.16% |
$1.65M - $2.08M
|
208K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
CALL |
-545K- 74.15% |
$39.9M - $50.4M
|
190K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
765KNew |
$56.1M - $70.7M
|
765K
$72.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 12.5% |
$73.3 - $92.5
|
9
$853
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.81KNew |
$279K - $352K
|
3.81K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$4.4K - $5.55K
|
60
$5.68K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.34K+ 25.72% |
$98.3K - $124K
|
6.56K
$621K
|
|