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 |
|---|---|---|---|---|---|---|---|
|
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
$37.4K
|
|
|
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 13, 2025
Q4 2023
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
31.2KNew |
$2.29M - $2.88M
|
31.2K
$2.96M
|
|
|
Aug 13, 2025
Q4 2023
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
PUT |
10KNew |
$733K - $925K
|
10K
$948K
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$22K - $27.7K
|
300
$28.4K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.88K+ 79.1% |
$284K - $359K
|
8.79K
$833K
|
|
|
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 16, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.47M - $1.85M
|
20K
$1.9M
|
|
|
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
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$750K - $947K
|
10.2K
$971K
|
|
|
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
$19K
|
|
|
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
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$4.4K - $5.55K
|
60
$5.69K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.34K+ 25.72% |
$98.3K - $124K
|
6.56K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.5K+ 100.74% |
$110K - $139K
|
2.99K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.78KNew |
$203K - $257K
|
2.78K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
886New |
$64.9K - $81.9K
|
886
$84K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
20KNew |
$1.47M - $1.85M
|
20K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.16M+ 1830.69% |
$85.1M - $107M
|
1.22M
$116M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
24.5K+ 58.63% |
$1.79M - $2.26M
|
66.2K
$6.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.2KNew |
$161K - $203K
|
2.2K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.5KNew |
$1.57M - $1.98M
|
21.5K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
58New |
$4.25K - $5.36K
|
58
$5.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2K- 33.33% |
$147K - $185K
|
4K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
27New |
$1.98K - $2.5K
|
27
$2.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.15K+ 375.38% |
$378K - $477K
|
6.53K
$619K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.64K+ 559.38% |
$266K - $336K
|
4.29K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.89K- 40.83% |
$505K - $637K
|
9.99K
$947K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-427- 50.0% |
$31.3K - $39.5K
|
427
$40.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
189+ 23.86% |
$13.8K - $17.5K
|
981
$93K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-599- 20.99% |
$43.9K - $55.4K
|
2.26K
$214K
|
|
|
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
$5.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
137+ 3.89% |
$10K - $12.7K
|
3.66K
$347K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
7.82KNew |
$573K - $723K
|
7.82K
$741K
|
|
|
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
$758
|
|