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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.6KNew |
$371K - $398K
|
4.6K
$403K
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.35KNew |
$189K - $203K
|
2.35K
$206K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 0.19% |
$483 - $519
|
3.16K
$276K
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
79+ 1.6% |
$6.36K - $6.84K
|
5.01K
$438K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.05K- 22.27% |
$84.7K - $91K
|
3.67K
$321K
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
15.5KNew |
$1.25M - $1.34M
|
15.5K
$1.36M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-338- 12.02% |
$27.2K - $29.3K
|
2.47K
$216K
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-72- 4.84% |
$5.8K - $6.23K
|
1.42K
$124K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-220- 32.54% |
$17.7K - $19K
|
456
$39.9K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.39KNew |
$193K - $207K
|
2.39K
$209K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27.3KNew |
$2.2M - $2.36M
|
27.3K
$2.39M
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-12.9K- 79.57% |
$1.04M - $1.11M
|
3.31K
$289K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 10.53% |
$161 - $173
|
17
$1.49K
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.8KNew |
$225K - $242K
|
2.8K
$245K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 14.29% |
$805 - $865
|
60
$5.25K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-351- 26.98% |
$28.3K - $30.4K
|
950
$83.1K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 0.79% |
$94.6K - $114K
|
154K
$13.4M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-40Closed |
$3.15K - $3.81K
|
0
$0
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
96.7KNew |
$7.62M - $9.21M
|
96.7K
$8.46M
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.09KNew |
$558K - $675K
|
7.09K
$620K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.08KNew |
$400K - $484K
|
5.08K
$444K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
35.9K+ 42252.94% |
$2.83M - $3.42M
|
36K
$3.15M
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.36KNew |
$501K - $606K
|
6.36K
$556K
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
61.4KNew |
$4.83M - $5.85M
|
61.4K
$5.37M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42New |
$3.31K - $4K
|
42
$3.67K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.49KNew |
$117K - $142K
|
1.49K
$130K
|
|
May 15, 2023
Q1 2023
|
Kirkoswald Asset Management LLC
New York, NY |
BUY
|
PUT |
43KNew |
$3.39M - $4.1M
|
43K
$3.76M
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
40K+ 400.0% |
$3.15M - $3.81M
|
50K
$4.37M
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.09KNew |
$558K - $675K
|
7.09K
$620K
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
200KNew |
$15.7M - $19M
|
200K
$17.5M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.49KNew |
$274K - $332K
|
3.49K
$305K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-22.9K- 63.86% |
$1.8M - $2.18M
|
13K
$1.13M
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
12K+ 27.33% |
$942K - $1.14M
|
55.8K
$4.88M
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-107K- 99.84% |
$8.44M - $10.2M
|
171
$15K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 46.15% |
$165K - $200K
|
2.45K
$214K
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
75KNew |
$5.9M - $7.14M
|
75K
$6.56M
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.08M- 90.08% |
$85.1M - $103M
|
119K
$10.4M
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6.53KNew |
$514K - $622K
|
6.53K
$572K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$197K - $238K
|
2.5K
$219K
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$1.11M - $1.35M
|
14.1K
$1.24M
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-301K- 90.46% |
$23.7M - $28.7M
|
31.8K
$2.78M
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-325- 6.74% |
$25.6K - $31K
|
4.5K
$394K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
87New |
$6.85K - $8.29K
|
87
$7.61K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
98New |
$7.72K - $9.33K
|
98
$8.57K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.3KNew |
$2.07M - $2.5M
|
26.3K
$2.3M
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-219- 53.16% |
$17.2K - $20.9K
|
193
$16.9K
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-270- 8.33% |
$21.3K - $25.7K
|
2.97K
$260K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
19+ 2.92% |
$1.5K - $1.81K
|
670
$58.6K
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
153New |
$12K - $14.6K
|
153
$13.4K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-35- 5.08% |
$2.76K - $3.33K
|
654
$57.2K
|