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 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-70Closed |
$5.64K - $7.22K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.48K+ 9.72% |
$281K - $359K
|
39.3K
$3.73M
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-10.4K- 70.21% |
$838K - $1.07M
|
4.41K
$418K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.47KNew |
$280K - $358K
|
3.47K
$329K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
390+ 41.85% |
$31.4K - $40.2K
|
1.32K
$125K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
613New |
$49.4K - $63.3K
|
613
$58.1K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.1K+ 111.44% |
$572K - $733K
|
13.5K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12K+ 76.92% |
$968K - $1.24M
|
27.6K
$2.62M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-31- 12.2% |
$2.5K - $3.2K
|
223
$21.1K
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
111+ 0.2% |
$8.95K - $11.5K
|
55.2K
$5.23M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
792+ 8.14% |
$63.9K - $81.7K
|
10.5K
$997K
|
|
Nov 14, 2022
Q3 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
87.5KNew |
$7.06M - $9.03M
|
87.5K
$8.3M
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-424Closed |
$34.2K - $43.8K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.01K+ 3.7% |
$323K - $413K
|
112K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.6K+ 122.17% |
$851K - $1.09M
|
19.2K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-77- 0.85% |
$6.21K - $7.95K
|
9.02K
$855K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$968 - $1.24K
|
12
$1.14K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$276K - $353K
|
3.42K
$324K
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
10KNew |
$806K - $1.03M
|
10K
$948K
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
49.3KNew |
$3.98M - $5.09M
|
49.3K
$4.68M
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
148KNew |
$12M - $15.3M
|
148K
$14.1M
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.26K- 45.2% |
$263K - $337K
|
3.95K
$375K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-162- 4.06% |
$13.1K - $16.7K
|
3.83K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
15New |
$1.21K - $1.55K
|
15
$1.42K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$1.23M - $1.57M
|
15.2K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
234K+ 2411.34% |
$18.9M - $24.1M
|
244K
$23.1M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.7K+ 122.48% |
$1.02M - $1.31M
|
23.1K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
320+ 7.2% |
$25.8K - $33K
|
4.77K
$452K
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-64KClosed |
$5.16M - $6.6M
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-192- 6.19% |
$15.5K - $19.8K
|
2.91K
$276K
|
|
Nov 09, 2022
Q3 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
CALL |
-5K- 22.52% |
$403K - $516K
|
17.2K
$1.63M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$610K - $780K
|
7.56K
$717K
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
1.02K+ 5.85% |
$82.5K - $106K
|
18.5K
$1.75M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-17.8K- 85.62% |
$1.43M - $1.83M
|
2.99K
$283K
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
1.28K+ 0.47% |
$103K - $132K
|
272K
$25.8M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.31KNew |
$348K - $445K
|
4.31K
$409K
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-65- 50.0% |
$5.24K - $6.71K
|
65
$6.16K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
854New |
$68.9K - $88.1K
|
854
$81K
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-879- 23.06% |
$70.9K - $90.7K
|
2.93K
$278K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.2K+ 41.66% |
$258K - $330K
|
10.9K
$1.03M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
12K+ 376.21% |
$971K - $1.24M
|
15.2K
$1.44M
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
544New |
$43.9K - $56.1K
|
544
$51.6K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.11K+ 13.24% |
$89.7K - $115K
|
9.51K
$901K
|
|
Q2 2022 | |||||||
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
30K+ 300.0% |
$2.61M - $3.37M
|
40K
$3.79M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12New |
$1.04K - $1.35K
|
12
$1.14K
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.74KClosed |
$412K - $532K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.77KClosed |
$501K - $648K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30New |
$2.61K - $3.37K
|
30
$2.84K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
129New |
$11.2K - $14.5K
|
129
$12.2K
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-27.2KClosed |
$2.36M - $3.05M
|
0
$0
|