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 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
27New |
$1.98K - $2.5K
|
27
$2.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.15K+ 375.38% |
$378K - $477K
|
6.53K
$617K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.64K+ 559.38% |
$266K - $336K
|
4.29K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.89K- 40.83% |
$505K - $637K
|
9.99K
$944K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-427- 50.0% |
$31.3K - $39.5K
|
427
$40.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
189+ 23.86% |
$13.8K - $17.5K
|
981
$92.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.1KNew |
$80.6K - $102K
|
1.1K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-599- 20.99% |
$43.9K - $55.4K
|
2.26K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
505+ 2.69% |
$37K - $46.7K
|
19.3K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58New |
$4.25K - $5.36K
|
58
$5.48K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
137+ 3.89% |
$10K - $12.7K
|
3.66K
$346K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
7.82KNew |
$573K - $723K
|
7.82K
$739K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
300New |
$22K - $27.7K
|
300
$28.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
8New |
$586 - $740
|
8
$756
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$73.3 - $92.5
|
1
$94.6
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.8KNew |
$278K - $351K
|
3.8K
$359K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-47- 70.15% |
$3.44K - $4.35K
|
20
$1.89K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40.9KNew |
$2.99M - $3.78M
|
40.9K
$3.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-490- 74.24% |
$35.9K - $45.3K
|
170
$16.1K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
400New |
$29.3K - $37K
|
400
$37.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-111- 3.55% |
$8.13K - $10.3K
|
3.02K
$285K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-74- 2.64% |
$5.42K - $6.84K
|
2.73K
$258K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
26.1KNew |
$1.91M - $2.41M
|
26.1K
$2.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-100K- 76.34% |
$7.33M - $9.25M
|
31K
$2.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-430- 7.92% |
$31.5K - $39.8K
|
5K
$473K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
28.5KNew |
$2.09M - $2.64M
|
28.5K
$2.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.64KNew |
$267K - $337K
|
3.64K
$344K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.99% |
$220 - $277
|
154
$14.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.03KNew |
$222K - $280K
|
3.03K
$286K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-715- 95.21% |
$52.4K - $66.1K
|
36
$3.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200New |
$14.7K - $18.5K
|
200
$18.9K
|
|
| Q3 2023 | |||||||
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-19- 57.58% |
$1.47K - $1.71K
|
14
$1.32K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.65KNew |
$204K - $238K
|
2.65K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15New |
$1.16K - $1.35K
|
15
$1.42K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
42.5KNew |
$3.28M - $3.82M
|
42.5K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-676- 8.31% |
$52.1K - $60.7K
|
7.46K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
207KNew |
$16M - $18.6M
|
207K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$77.1 - $89.9
|
1
$94.6
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100+ 196.08% |
$7.71K - $8.99K
|
151
$14.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.1KNew |
$782K - $911K
|
10.1K
$958K
|
|
|
Nov 13, 2023
Q3 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
112KNew |
$8.67M - $10.1M
|
112K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18New |
$1.39K - $1.62K
|
18
$1.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.81KNew |
$217K - $253K
|
2.81K
$266K
|
|
|
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
$9.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
24New |
$1.85K - $2.16K
|
24
$2.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
47.6KNew |
$3.67M - $4.28M
|
47.6K
$4.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.91KNew |
$302K - $351K
|
3.91K
$370K
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
1.86KNew |
$143K - $167K
|
1.86K
$176K
|
|