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 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27.3KNew |
$2.2M - $2.36M
|
27.3K
$2.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-12.9K- 79.57% |
$1.04M - $1.11M
|
3.31K
$313K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.8KNew |
$225K - $242K
|
2.8K
$265K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 14.29% |
$805 - $865
|
60
$5.69K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-351- 26.98% |
$28.3K - $30.4K
|
950
$90.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2025
Q1 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.4K+ 6.15% |
$110K - $133K
|
24.2K
$2.29M
|
|
|
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
$9.17M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.08KNew |
$400K - $484K
|
5.08K
$481K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
35.9K+ 42252.94% |
$2.83M - $3.42M
|
36K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.36KNew |
$501K - $606K
|
6.36K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
61.4KNew |
$4.83M - $5.85M
|
61.4K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42New |
$3.31K - $4K
|
42
$3.98K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.49KNew |
$117K - $142K
|
1.49K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Kirkoswald Asset Management LLC
New York, NY |
BUY
|
PUT |
43KNew |
$3.39M - $4.1M
|
43K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
40K+ 400.0% |
$3.15M - $3.81M
|
50K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.49KNew |
$274K - $332K
|
3.49K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-22.9K- 63.86% |
$1.8M - $2.18M
|
13K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
12K+ 27.33% |
$942K - $1.14M
|
55.8K
$5.29M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-107K- 99.84% |
$8.44M - $10.2M
|
171
$16.2K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 46.15% |
$165K - $200K
|
2.45K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
75KNew |
$5.9M - $7.14M
|
75K
$7.11M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6.53KNew |
$514K - $622K
|
6.53K
$619K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$197K - $238K
|
2.5K
$237K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-301K- 90.46% |
$23.7M - $28.7M
|
31.8K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-325- 6.74% |
$25.6K - $31K
|
4.5K
$427K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
87New |
$6.85K - $8.29K
|
87
$8.25K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
98New |
$7.72K - $9.33K
|
98
$9.29K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.3KNew |
$2.07M - $2.5M
|
26.3K
$2.49M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-219- 53.16% |
$17.2K - $20.9K
|
193
$18.3K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-270- 8.33% |
$21.3K - $25.7K
|
2.97K
$282K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
153New |
$12K - $14.6K
|
153
$14.5K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-35- 5.08% |
$2.76K - $3.33K
|
654
$62K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-52- 0.4% |
$4.09K - $4.95K
|
12.8K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
18.4K+ 85.63% |
$1.45M - $1.75M
|
39.9K
$3.78M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
120New |
$9.45K - $11.4K
|
120
$11.4K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10- 0.26% |
$787 - $952
|
3.81K
$361K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
20New |
$1.57K - $1.9K
|
20
$1.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.1K- 1.73% |
$86.8K - $105K
|
62.5K
$5.93M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-90- 84.11% |
$7.09K - $8.57K
|
17
$1.61K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.75K- 91.95% |
$138K - $166K
|
153
$14.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
23.3KNew |
$1.84M - $2.22M
|
23.3K
$2.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
70+ 0.91% |
$5.51K - $6.67K
|
7.79K
$738K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 1.96% |
$3.94K - $4.76K
|
2.5K
$237K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
45New |
$3.54K - $4.29K
|
45
$4.27K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.96% |
$78.7 - $95.2
|
105
$9.95K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.87KClosed |
$304K - $368K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40New |
$3.08K - $3.57K
|
40
$3.79K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-28.2KClosed |
$2.17M - $2.51M
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.05KClosed |
$466K - $540K
|
0
$0
|
|