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 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.2KClosed |
$191K - $247K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-175- 53.03% |
$15.2K - $19.7K
|
155
$15.4K
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-30.3KClosed |
$2.64M - $3.41M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
79New |
$6.87K - $8.88K
|
79
$7.85K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.5KClosed |
$130K - $169K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-39.6KClosed |
$3.44M - $4.45M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
151New |
$13.1K - $17K
|
151
$15K
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2.65KClosed |
$230K - $298K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-20Closed |
$1.74K - $2.25K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.27KClosed |
$197K - $255K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-85.2KClosed |
$7.41M - $9.57M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
5.79KNew |
$503K - $650K
|
5.79K
$575K
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-23- 0.8% |
$2K - $2.58K
|
2.84K
$282K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
675New |
$58.7K - $75.9K
|
675
$67K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-60- 29.41% |
$5.22K - $6.74K
|
144
$14.3K
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-109Closed |
$9.48K - $12.2K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40Closed |
$3.48K - $4.5K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-9.74KClosed |
$847K - $1.09M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.27KClosed |
$110K - $142K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.17KNew |
$623K - $806K
|
7.17K
$712K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
549+ 59.87% |
$47.7K - $61.7K
|
1.47K
$146K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.63KClosed |
$229K - $295K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-20- 7.84% |
$1.74K - $2.25K
|
235
$23.3K
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
13.9KNew |
$1.21M - $1.57M
|
13.9K
$1.39M
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.58KNew |
$355K - $413K
|
3.58K
$356K
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.12KClosed |
$210K - $244K
|
0
$0
|
|
Oct 17, 2023
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
152KNew |
$15.1M - $17.5M
|
152K
$15.1M
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-18.3KClosed |
$1.81M - $2.11M
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-458Closed |
$45.4K - $52.8K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.89KClosed |
$188K - $218K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-24.1KClosed |
$2.39M - $2.78M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
525+ 19.09% |
$52.1K - $60.5K
|
3.28K
$325K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.88KClosed |
$187K - $217K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-50- 50.0% |
$4.96K - $5.76K
|
50
$4.97K
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-137KClosed |
$13.6M - $15.8M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$893 - $1.04K
|
9
$894
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-398- 14.46% |
$39.5K - $45.9K
|
2.35K
$234K
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-44Closed |
$4.37K - $5.07K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-16.9KClosed |
$1.68M - $1.95M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-21KClosed |
$2.08M - $2.42M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-11KClosed |
$1.09M - $1.27M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
54.1KNew |
$5.36M - $6.23M
|
54.1K
$5.37M
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-29KClosed |
$2.88M - $3.34M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.82KClosed |
$181K - $210K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.77K- 48.69% |
$374K - $434K
|
3.97K
$394K
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
591+ 34.26% |
$58.6K - $68.1K
|
2.32K
$230K
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14.5KClosed |
$1.44M - $1.67M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-401Closed |
$39.8K - $46.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.14KClosed |
$510K - $593K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.03KClosed |
$300K - $349K
|
0
$0
|