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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
652+ 9.23% |
$55.1K - $62.8K
|
7.72K
$731K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
845+ 14.24% |
$71.4K - $81.3K
|
6.78K
$643K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.76K+ 38.64% |
$234K - $266K
|
9.92K
$940K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-75.2K- 95.41% |
$6.35M - $7.24M
|
3.62K
$343K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.22% |
$422 - $481
|
2.31K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33.6K+ 2773.55% |
$2.84M - $3.23M
|
34.8K
$3.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
169+ 5.41% |
$14.3K - $16.3K
|
3.29K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 168.75% |
$9.12K - $10.4K
|
172
$16.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.43K- 7.9% |
$459K - $523K
|
63.4K
$6.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-173- 3.78% |
$14.6K - $16.7K
|
4.4K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.91% |
$84.5 - $96.3
|
111
$10.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.33KNew |
$113K - $128K
|
1.33K
$126K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.72K+ 2.69% |
$230K - $262K
|
104K
$9.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-727- 0.26% |
$61.4K - $70K
|
275K
$26M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.2K+ 4.85% |
$101K - $116K
|
25.9K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-55- 22.63% |
$4.65K - $5.29K
|
188
$17.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-196- 2.31% |
$16.6K - $18.9K
|
8.29K
$786K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-237- 3.95% |
$20K - $22.8K
|
5.77K
$547K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
161+ 6.34% |
$13.6K - $15.5K
|
2.7K
$256K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-926- 41.88% |
$78.2K - $89.1K
|
1.29K
$122K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-450- 4.82% |
$38K - $43.3K
|
8.88K
$842K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-36- 25.35% |
$3.04K - $3.47K
|
106
$10K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 1.32% |
$2.53K - $2.89K
|
2.31K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-560- 2.97% |
$47.3K - $53.9K
|
18.3K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.39% |
$2.03K - $2.31K
|
6.2K
$588K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-200- 3.35% |
$16.9K - $19.3K
|
5.78K
$547K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13K- 37.34% |
$1.1M - $1.25M
|
21.9K
$2.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
5.52KNew |
$466K - $531K
|
5.52K
$523K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6+ 0.16% |
$507 - $578
|
3.72K
$353K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.88K- 54.07% |
$497K - $566K
|
4.99K
$473K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.71KNew |
$313K - $357K
|
3.71K
$352K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.52% |
$169 - $193
|
388
$36.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.7K+ 83.11% |
$4.54M - $5.17M
|
118K
$11.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.04K- 10.32% |
$87.6K - $99.8K
|
9.01K
$854K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-145- 66.21% |
$12.2K - $14K
|
74
$7.02K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
110+ 4.23% |
$9.29K - $10.6K
|
2.71K
$257K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.74KNew |
$400K - $456K
|
4.74K
$449K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1+ 0.03% |
$84.5 - $96.3
|
3.91K
$370K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
278+ 6.34% |
$23.5K - $26.8K
|
4.66K
$442K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-42- 0.73% |
$3.55K - $4.04K
|
5.68K
$538K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
44+ 2.68% |
$3.72K - $4.24K
|
1.68K
$160K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
31.9KNew |
$2.69M - $3.07M
|
31.9K
$3.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.07K- 6.93% |
$766K - $873K
|
122K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 0.51% |
$1.18K - $1.35K
|
2.79K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-187- 2.23% |
$15.8K - $18K
|
8.19K
$776K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
220+ 20.0% |
$18.6K - $21.2K
|
1.32K
$125K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-586- 17.47% |
$49.5K - $56.4K
|
2.77K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
355+ 11.01% |
$30K - $34.2K
|
3.58K
$339K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.97KNew |
$250K - $285K
|
2.97K
$281K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.38K- 27.65% |
$117K - $133K
|
3.62K
$343K
|