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 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-29Closed |
$2.71K - $3.04K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.63KNew |
$620K - $696K
|
6.63K
$676K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.28KClosed |
$213K - $239K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.29KClosed |
$214K - $240K
|
0
$0
|
|
Q1 2021 | |||||||
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-519KClosed |
$42.7M - $48.2M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-322Closed |
$26.5K - $29.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Adelante Capital Management LLC
Alameda, CA |
SELL
|
- |
-4.53KClosed |
$373K - $420K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.3KClosed |
$929K - $1.05M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-182- 79.48% |
$15K - $16.9K
|
47
$4.8K
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-75Closed |
$6.17K - $6.96K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
PUT |
-2.2MClosed |
$181M - $204M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-608KClosed |
$50M - $56.4M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-396- 13.22% |
$32.6K - $36.7K
|
2.6K
$265K
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-24.3KClosed |
$2M - $2.25M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-235Closed |
$19.3K - $21.8K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-18Closed |
$1.48K - $1.67K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15Closed |
$1.23K - $1.39K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-200Closed |
$16.5K - $18.5K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-11.3KClosed |
$930K - $1.05M
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
1.01KNew |
$83.3K - $93.9K
|
1.01K
$103K
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-89Closed |
$7.32K - $8.25K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.75KNew |
$288K - $325K
|
3.75K
$383K
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-841Closed |
$64.6K - $72.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-18.2KClosed |
$1.4M - $1.58M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-300Closed |
$23.1K - $26K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.28KClosed |
$329K - $371K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-586Closed |
$45K - $50.8K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
500New |
$38.4K - $43.4K
|
500
$51K
|
|
Feb 02, 2021
Q4 2020
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-3.03KClosed |
$233K - $263K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.98KClosed |
$229K - $259K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.21KClosed |
$247K - $279K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
BUY
|
- |
365New |
$28.1K - $31.6K
|
365
$37.3K
|
|
Jan 14, 2021
Q4 2020
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-860Closed |
$66.1K - $74.6K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.82KClosed |
$371K - $418K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Presima Inc.
|
SELL
|
PUT |
-80KClosed |
$6.14M - $6.73M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
683 Capital Management, LLC
New York, NY |
SELL
|
- |
-1.6KClosed |
$123K - $135K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-6.8KClosed |
$522K - $572K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.55KClosed |
$349K - $383K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Candlestick Capital Management LP
Greenwich, CT |
SELL
|
- |
-425KClosed |
$32.6M - $35.8M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Deer Park Road Corp
Steamboat Springs, CO |
SELL
|
PUT |
-1MClosed |
$76.7M - $84.2M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.23KClosed |
$94.4K - $104K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.24KClosed |
$249K - $273K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
PUT |
-50KClosed |
$3.84M - $4.21M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.88KClosed |
$298K - $327K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-598Closed |
$45.9K - $50.3K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-400Closed |
$30.7K - $33.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-335Closed |
$25.7K - $28.2K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Td Asset Management Inc
|
SELL
|
- |
-3.4KClosed |
$261K - $286K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-131Closed |
$10K - $11K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-275Closed |
$21.1K - $23.1K
|
0
$0
|