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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6.53KNew |
$514K - $622K
|
6.53K
$620K
|
|
|
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
$3.02M
|
|
|
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
$9.3K
|
|
|
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
$62.1K
|
|
|
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
$362K
|
|
|
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
$739K
|
|
|
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
$9.96K
|
|
|
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
$3.8K
|
|
|
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
|
|
|
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
$2.81M
|
|
|
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
$891K
|
|
|
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
|
|