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 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-39.1KClosed |
$2.26M - $3.92M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-28.5KClosed |
$1.65M - $2.86M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-4.24KClosed |
$245K - $426K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-3.76KClosed |
$217K - $377K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-6.21KClosed |
$359K - $622K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.66KClosed |
$154K - $267K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-57Closed |
$3.3K - $5.72K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-268Closed |
$15.5K - $26.9K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
10KNew |
$578K - $1M
|
10K
$1.02M
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-551Closed |
$31.9K - $55.3K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-6Closed |
$347 - $602
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-12.8KClosed |
$739K - $1.28M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
816New |
$47.2K - $81.8K
|
816
$83.3K
|
|
|
May 07, 2020
Q1 2020
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-126KClosed |
$7.26M - $12.6M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.12KClosed |
$238K - $413K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$11.6K - $20.1K
|
200
$20.4K
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.95KClosed |
$228K - $396K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-155Closed |
$8.97K - $15.5K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-11KClosed |
$636K - $1.1M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-4.17KClosed |
$241K - $419K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.96KClosed |
$518K - $898K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
18.3KNew |
$1.06M - $1.84M
|
18.3K
$1.87M
|
|
|
Apr 24, 2020
Q1 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-3.92KClosed |
$227K - $393K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 52.63% |
$5.78K - $10K
|
90
$9.19K
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-603Closed |
$34.9K - $60.5K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Amarillo National Bank
|
SELL
|
- |
-2.3KClosed |
$133K - $230K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-4.26KClosed |
$246K - $427K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
2.5K+ 12.32% |
$145K - $251K
|
22.8K
$2.33M
|
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-280Closed |
$16.2K - $28.1K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.7KClosed |
$156K - $271K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.45KClosed |
$199K - $346K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.95KClosed |
$402K - $697K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
SELL
|
- |
-6.19KClosed |
$358K - $620K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$8.33K - $14.4K
|
144
$14.7K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-5.02KClosed |
$450K - $479K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.97KClosed |
$355K - $378K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-614KClosed |
$55M - $58.6M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
V3 Capital Management, L.P.
White Plains, NY |
SELL
|
PUT |
-450KClosed |
$40.3M - $42.9M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-76- 28.79% |
$6.8K - $7.25K
|
188
$19.2K
|
|
|
Feb 12, 2020
Q4 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-55.7KClosed |
$4.98M - $5.31M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-3.47KClosed |
$310K - $330K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-26Closed |
$2.33K - $2.48K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Parker Investment Management, LLC
|
SELL
|
- |
-134KClosed |
$12M - $12.8M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.82KClosed |
$252K - $269K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Cavalier Investments, LLC
|
SELL
|
- |
-34.5KClosed |
$3.08M - $3.29M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.53KClosed |
$674K - $718K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Dorsey Wright & Associates
|
SELL
|
- |
-36.3KClosed |
$3.25M - $3.46M
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Advisory Service, Inc.
|
BUY
|
- |
408New |
$36.5K - $38.9K
|
408
$41.6K
|
|
|
Jan 31, 2020
Q4 2019
|
Castle Creek Arbitrage, LLC
Avon, CO |
SELL
|
PUT |
-10KClosed |
$895K - $954K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-100- 2.29% |
$8.95K - $9.54K
|
4.28K
$436K
|
|