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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-58- 43.61% |
N/A
|
75
$6.56K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 3.85% |
N/A
|
27
$2.36K
|
|
Apr 21, 2022
Q1 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.87KClosed |
N/A
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-23Closed |
N/A
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.06KClosed |
N/A
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-1.81KClosed |
N/A
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-2.21KClosed |
N/A
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.72KClosed |
N/A
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.67KClosed |
N/A
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-188KClosed |
N/A
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.38KClosed |
N/A
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-8- 0.27% |
N/A
|
3K
$262K
|
|
Q4 2021 | |||||||
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$163K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2KNew |
N/A
|
2K
$175K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$88.8K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-561- 69.17% |
N/A
|
250
$21.9K
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
33New |
N/A
|
33
$2.89K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400+ 625.0% |
N/A
|
464
$40.6K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.13KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
100KNew |
N/A
|
100K
$8.75M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.43KNew |
N/A
|
4.43K
$387K
|
|
Feb 14, 2022
Q4 2021
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
PUT |
5.1KNew |
N/A
|
5.1K
$446K
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-282K- 85.05% |
N/A
|
49.6K
$4.34M
|
|
Feb 11, 2022
Q4 2021
|
Ing Groep Nv
|
SELL
|
- |
-231KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
57New |
N/A
|
57
$4.99K
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
13New |
N/A
|
13
$1.14K
|
|
Feb 10, 2022
Q4 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.52MClosed |
N/A
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
240New |
N/A
|
240
$21K
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-43.7KClosed |
N/A
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-44.7KClosed |
N/A
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.39KClosed |
N/A
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-104Closed |
N/A
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
580New |
N/A
|
580
$50.7K
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
SELL
|
- |
-2.72K- 46.23% |
N/A
|
3.16K
$277K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-13.5KClosed |
N/A
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-53.7KClosed |
N/A
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
125New |
N/A
|
125
$10.9K
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.96KClosed |
N/A
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$137K
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-21.4KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
PUT |
-290KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Caxton Associates LP
New York, NY |
SELL
|
CALL |
-25KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-58Closed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
PUT |
-275KClosed |
N/A
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-16.5KClosed |
N/A
|
0
$0
|