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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-633- 10.98% |
$59.6K - $62.3K
|
5.13K
$496K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20+ 0.25% |
$1.88K - $1.97K
|
8.16K
$789K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
39+ 72.22% |
$3.67K - $3.84K
|
93
$8.98K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-165- 0.47% |
$15.5K - $16.2K
|
35.2K
$3.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.1KNew |
$1.52M - $1.59M
|
16.1K
$1.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-180- 81.08% |
$16.9K - $17.7K
|
42
$4.06K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.3K+ 58.12% |
$405K - $423K
|
11.7K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
277+ 21.56% |
$26.1K - $27.3K
|
1.56K
$151K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
175New |
$16.5K - $17.2K
|
175
$16.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.53K- 1.31% |
$144K - $151K
|
116K
$11.2M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
181+ 4.1% |
$17K - $17.8K
|
4.59K
$444K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.05K+ 5.74% |
$98.9K - $103K
|
19.3K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-125- 1.14% |
$11.8K - $12.3K
|
10.9K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.01KNew |
$95.1K - $99.4K
|
1.01K
$97.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
73+ 0.71% |
$6.87K - $7.19K
|
10.4K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.31K- 7.17% |
$405K - $424K
|
55.7K
$5.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-10- 0.07% |
$942 - $985
|
14.3K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
245+ 6.84% |
$23.1K - $24.1K
|
3.83K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
30+ 0.63% |
$2.82K - $2.95K
|
4.82K
$466K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
297+ 4.32% |
$28K - $29.2K
|
7.17K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
604+ 10.69% |
$56.9K - $59.5K
|
6.26K
$604K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
27+ 0.82% |
$2.54K - $2.66K
|
3.32K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
195+ 1.68% |
$18.4K - $19.2K
|
11.8K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.6K- 96.27% |
$1.19M - $1.24M
|
488
$47.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.21K- 4.28% |
$208K - $217K
|
49.4K
$4.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-440- 4.39% |
$41.4K - $43.3K
|
9.58K
$925K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.07K- 3.65% |
$100K - $105K
|
28.1K
$2.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.5K- 6.55% |
$141K - $148K
|
21.4K
$2.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.34K+ 3.07% |
$220K - $230K
|
78.4K
$7.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-262- 2.79% |
$24.7K - $25.8K
|
9.12K
$881K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-75- 11.23% |
$7.06K - $7.38K
|
593
$57.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.95K- 30.84% |
$843K - $881K
|
20.1K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.02K- 23.77% |
$95.7K - $100K
|
3.26K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1New |
$94.2 - $98.5
|
1
$96.6
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 25.16% |
$482K - $504K
|
15.2K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-372- 22.09% |
$35K - $36.6K
|
1.31K
$127K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.02% |
$94.2 - $98.5
|
5.91K
$571K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
98New |
$9.23K - $9.65K
|
98
$9.47K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
24+ 0.8% |
$2.26K - $2.36K
|
3.01K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
329+ 8.68% |
$31K - $32.4K
|
4.12K
$398K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-148- 0.8% |
$13.9K - $14.6K
|
18.4K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
33+ 0.97% |
$3.11K - $3.25K
|
3.44K
$332K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
16New |
$1.51K - $1.58K
|
16
$1.55K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346+ 38.02% |
$32.6K - $34.1K
|
1.26K
$121K
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-1.5K- 28.12% |
$142K - $148K
|
3.84K
$371K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
563+ 1.21% |
$53K - $55.4K
|
47.3K
$4.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-383- 1.88% |
$36.1K - $37.7K
|
20K
$1.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2New |
$188 - $197
|
2
$193
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-59- 0.09% |
$5.56K - $5.81K
|
69.2K
$6.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-86- 1.94% |
$8.1K - $8.47K
|
4.34K
$419K
|