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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2020
Q3 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.98KClosed |
$229K - $251K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-62Closed |
$4.76K - $5.22K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Newfoundland Capital Management
Sao Paulo, D5 |
SELL
|
PUT |
-10KClosed |
$767K - $842K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-10KClosed |
$767K - $842K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Qvr LLC
|
SELL
|
PUT |
-50KClosed |
$3.84M - $4.21M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.74KNew |
$364K - $399K
|
4.74K
$484K
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-89Closed |
$6.83K - $7.49K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Exane Derivatives
|
SELL
|
- |
-423Closed |
$32.4K - $35.6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.04% |
$64.2 - $86.8
|
2.5K
$255K
|
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-450Closed |
$28.9K - $39.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-238Closed |
$15.3K - $20.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-344Closed |
$22.1K - $29.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-130KClosed |
$8.35M - $11.3M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-128KClosed |
$8.22M - $11.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.85KNew |
$183K - $247K
|
2.85K
$291K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-5.28KClosed |
$339K - $458K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Third Avenue Management LLC
New York, NY |
SELL
|
- |
-9KClosed |
$578K - $781K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Rush Island Management, LP
New York, NY |
SELL
|
CALL |
-13.7KClosed |
$880K - $1.19M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-16.9KClosed |
$1.08M - $1.46M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-75Closed |
$4.82K - $6.51K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-15KClosed |
$964K - $1.3M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-2.9KClosed |
$186K - $252K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.63KClosed |
$233K - $315K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.75KClosed |
$241K - $326K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Hudock, Inc.
|
SELL
|
- |
-38Closed |
$2.44K - $3.3K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.26KClosed |
$210K - $283K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.27KClosed |
$274K - $371K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-102Closed |
$6.55K - $8.86K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-612Closed |
$39.3K - $53.1K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cambiar Investors LLC
|
SELL
|
- |
-4.68KClosed |
$300K - $406K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Community Capital Management, LLC
|
SELL
|
CALL |
-19KClosed |
$1.22M - $1.65M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-11KClosed |
$707K - $955K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-4.47KClosed |
$287K - $388K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-220Closed |
$14.1K - $19.1K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
131New |
$8.42K - $11.4K
|
131
$13.4K
|
|
|
Jul 16, 2020
Q2 2020
|
Addison Capital CO
|
SELL
|
- |
-11KClosed |
$710K - $959K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.55KClosed |
$485K - $655K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-5.38KClosed |
$346K - $467K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-3.59KClosed |
$231K - $312K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-399Closed |
$25.6K - $34.6K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Park National Corp
|
SELL
|
- |
-3.5KClosed |
$225K - $304K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 07, 2023
Q1 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-644Closed |
$37.2K - $64.6K
|
0
$0
|
|
|
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-7.43KClosed |
$430K - $745K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-253Closed |
$14.6K - $25.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-456Closed |
$26.4K - $45.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
683 Capital Management, LLC
New York, NY |
BUY
|
PUT |
40KNew |
$2.31M - $4.01M
|
40K
$4.08M
|
|
|
May 15, 2020
Q1 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-35Closed |
$2.02K - $3.51K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.71KClosed |
$215K - $372K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.89KClosed |
$167K - $290K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 80.2% |
$60.4K - $105K
|
258
$26.3K
|
|