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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.81% |
$231 - $270
|
375
$38.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-120- 2.86% |
$9.25K - $10.8K
|
4.08K
$416K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-115- 2.67% |
$8.87K - $10.3K
|
4.19K
$427K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-265- 99.25% |
$20.4K - $23.8K
|
2
$204
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
120New |
$9.25K - $10.8K
|
120
$12.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-645- 79.34% |
$49.7K - $58K
|
168
$17.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11- 0.41% |
$848 - $988
|
2.67K
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-442- 13.39% |
$34.1K - $39.7K
|
2.86K
$292K
|
|
| Q2 2023 | |||||||
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-50- 0.79% |
$4.03K - $4.33K
|
6.25K
$638K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.34KNew |
$189K - $203K
|
2.34K
$239K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112New |
$9.02K - $9.69K
|
112
$11.4K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
23.3KNew |
$1.87M - $2.01M
|
23.3K
$2.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-82- 2.95% |
$6.6K - $7.1K
|
2.7K
$275K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5New |
$403 - $433
|
5
$510
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.4K- 75.41% |
$920K - $989K
|
3.73K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
CALL |
16KNew |
$1.29M - $1.38M
|
16K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
New Gen Asset Management LTD
|
BUY
|
PUT |
370KNew |
$29.8M - $32M
|
370K
$37.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
44.8KNew |
$3.6M - $3.87M
|
44.8K
$4.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
757New |
$60.9K - $65.5K
|
757
$77.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.69KNew |
$216K - $232K
|
2.69K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
38New |
$3.06K - $3.29K
|
38
$3.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
75KNew |
$6.04M - $6.49M
|
75K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-135- 4.37% |
$10.9K - $11.7K
|
2.96K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
12.1KNew |
$978K - $1.05M
|
12.1K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-750- 16.59% |
$60.4K - $64.9K
|
3.77K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
70New |
$5.64K - $6.06K
|
70
$7.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-463- 79.42% |
$37.3K - $40.1K
|
120
$12.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-127- 75.15% |
$10.2K - $11K
|
42
$4.29K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-58- 80.56% |
$4.67K - $5.02K
|
14
$1.43K
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-78.3K- 64.31% |
$6.31M - $6.78M
|
43.5K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$298K - $320K
|
3.7K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-55- 11.41% |
$4.43K - $4.76K
|
427
$43.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
119+ 1.27% |
$9.58K - $10.3K
|
9.49K
$968K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
78New |
$6.28K - $6.75K
|
78
$7.96K
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-10.1K- 59.88% |
$816K - $878K
|
6.8K
$694K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
51.8K+ 51.8% |
$4.17M - $4.48M
|
152K
$15.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-200- 29.24% |
$16.1K - $17.3K
|
484
$49.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.22K- 0.53% |
$98.3K - $106K
|
230K
$23.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
250New |
$20.1K - $21.6K
|
250
$25.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 2.35% |
$161 - $173
|
87
$8.88K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.11K- 56.67% |
$170K - $183K
|
1.61K
$165K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
6.55K+ 21.22% |
$528K - $567K
|
37.4K
$3.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
545+ 11.9% |
$43.9K - $47.2K
|
5.13K
$523K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
201New |
$16.2K - $17.4K
|
201
$20.5K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-300- 10.8% |
$24.2K - $26K
|
2.48K
$253K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40New |
$3.22K - $3.46K
|
40
$4.08K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8+ 1.2% |
$644 - $692
|
672
$68.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 10.79% |
$1.21K - $1.3K
|
124
$12.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-7.29K- 42.44% |
$587K - $631K
|
9.89K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
20KNew |
$1.61M - $1.73M
|
20K
$2.04M
|
|