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 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.94KNew |
$457K - $529K
|
5.94K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
40.7KNew |
$3.13M - $3.63M
|
40.7K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
29.6KNew |
$2.28M - $2.64M
|
29.6K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-490- 7.62% |
$37.7K - $43.7K
|
5.94K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
24.2KNew |
$1.86M - $2.16M
|
24.2K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
200New |
$15.4K - $17.8K
|
200
$19K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.01K+ 10.95% |
$155K - $179K
|
20.3K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.35KNew |
$104K - $120K
|
1.35K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
4.3KNew |
$331K - $383K
|
4.3K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 100.0% |
$77 - $89.2
|
2
$190
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
500New |
$38.5K - $44.6K
|
500
$47.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
CALL |
121KNew |
$9.3M - $10.8M
|
121K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150New |
$11.5K - $13.4K
|
150
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
700New |
$53.9K - $62.4K
|
700
$66.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
3.93KNew |
$302K - $350K
|
3.93K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2.61KNew |
$201K - $233K
|
2.61K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
140New |
$10.8K - $12.5K
|
140
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-88.5K- 90.41% |
$6.81M - $7.89M
|
9.39K
$890K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-350- 10.69% |
$26.9K - $31.2K
|
2.92K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
28.1KNew |
$2.16M - $2.51M
|
28.1K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
686+ 118.48% |
$52.8K - $61.2K
|
1.27K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
75+ 6.21% |
$5.77K - $6.69K
|
1.28K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-375- 18.75% |
$28.9K - $33.4K
|
1.63K
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Antara Capital LP
New York, NY |
BUY
|
PUT |
400KNew |
$30.8M - $35.7M
|
400K
$37.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.47KNew |
$267K - $310K
|
3.47K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.61K- 49.15% |
$201K - $233K
|
2.7K
$256K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
321New |
$24.7K - $28.6K
|
321
$30.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.8KNew |
$216K - $250K
|
2.8K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.63K+ 3.59% |
$125K - $145K
|
47.1K
$4.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
20KNew |
$1.54M - $1.78M
|
20K
$1.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-206- 1.2% |
$15.9K - $18.4K
|
16.9K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.04KNew |
$695K - $806K
|
9.04K
$857K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$1.13M - $1.31M
|
14.6K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
29.9K+ 120.34% |
$2.3M - $2.67M
|
54.8K
$5.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
13.7K+ 119.68% |
$1.05M - $1.22M
|
25.1K
$2.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18New |
$1.39K - $1.61K
|
18
$1.71K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
984+ 2659.46% |
$75.7K - $87.7K
|
1.02K
$96.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-539- 19.08% |
$41.5K - $48.1K
|
2.29K
$217K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
13.2KNew |
$1.01M - $1.17M
|
13.2K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 9.57% |
$693 - $803
|
85
$8.06K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-17.7K- 98.07% |
$1.37M - $1.58M
|
349
$33.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.49KNew |
$269K - $311K
|
3.49K
$331K
|
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
BUY
|
- |
10.3KNew |
$793K - $918K
|
10.3K
$976K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.21K+ 44.39% |
$555K - $643K
|
23.5K
$2.22M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
601New |
$46.3K - $53.6K
|
601
$57K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
104New |
$8K - $9.27K
|
104
$9.86K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-56- 1.13% |
$4.31K - $4.99K
|
4.89K
$463K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
275New |
$21.2K - $24.5K
|
275
$26.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
533New |
$41K - $47.5K
|
533
$50.5K
|
|
| Q3 2022 | |||||||
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
219+ 31.29% |
$17.7K - $22.6K
|
919
$87.1K
|
|