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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.04K+ 49.95% |
$94.2K - $107K
|
3.12K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-338- 2.95% |
$30.7K - $34.8K
|
11.1K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
43New |
$3.9K - $4.42K
|
43
$4.12K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-650- 7.52% |
$59K - $66.9K
|
8K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
1.03M+ 573.28% |
$93.6M - $106M
|
1.21M
$116M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 5.32% |
$200K - $227K
|
43.6K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
383K+ 10.55% |
$34.7M - $39.4M
|
4.01M
$385M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.82K+ 138.72% |
$165K - $187K
|
3.13K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
SELL
|
- |
-42.7K- 19.28% |
$3.87M - $4.39M
|
179K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24KNew |
$2.17M - $2.46M
|
24K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
105New |
$9.53K - $10.8K
|
105
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.88K- 0.96% |
$352K - $399K
|
402K
$38.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13.9K+ 215.17% |
$1.26M - $1.43M
|
20.3K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19.6K+ 67.07% |
$1.78M - $2.02M
|
48.9K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
600New |
$54.4K - $61.7K
|
600
$57.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 21.28% |
$1.09M - $1.23M
|
44.3K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
26+ 0.32% |
$2.36K - $2.67K
|
8.12K
$779K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.22K+ 21.83% |
$293K - $332K
|
18K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-272- 14.04% |
$24.7K - $28K
|
1.67K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-176- 4.48% |
$16K - $18.1K
|
3.75K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-472- 17.04% |
$42.8K - $48.6K
|
2.3K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4.74K- 6.93% |
$430K - $487K
|
63.7K
$6.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3+ 6.82% |
$272 - $309
|
47
$4.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.62KNew |
$329K - $372K
|
3.62K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-916- 2.68% |
$83.1K - $94.2K
|
33.3K
$3.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
455New |
$41.3K - $46.8K
|
455
$43.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.23K- 37.45% |
$747K - $847K
|
13.7K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-195- 0.25% |
$17.7K - $20.1K
|
77.7K
$7.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
305+ 4.0% |
$27.7K - $31.4K
|
7.93K
$761K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.74K+ 22.56% |
$340K - $385K
|
20.3K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-746- 13.38% |
$67.7K - $76.7K
|
4.83K
$463K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.97K- 7.51% |
$542K - $614K
|
73.6K
$7.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.21K+ 21.67% |
$382K - $433K
|
23.6K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.48K+ 64.29% |
$225K - $255K
|
6.33K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
291New |
$26.4K - $29.9K
|
291
$27.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
12+ 8.11% |
$1.09K - $1.23K
|
160
$15.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$960K - $1.09M
|
10.6K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
66+ 0.85% |
$5.99K - $6.79K
|
7.79K
$748K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
239KNew |
$21.7M - $24.6M
|
239K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Navi Inc.
|
BUY
|
- |
68K+ 1.55% |
$6.17M - $7M
|
4.46M
$427M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-243- 1.43% |
$22K - $25K
|
16.7K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
23.3KNew |
$2.11M - $2.39M
|
23.3K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-135- 4.29% |
$12.2K - $13.9K
|
3.01K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.71% |
$272 - $309
|
424
$40.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14.1K- 2.98% |
$1.28M - $1.45M
|
458K
$43.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
7.06K+ 1.75% |
$641K - $727K
|
411K
$39.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-375- 0.37% |
$34K - $38.6K
|
100K
$9.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-10.8K- 13.01% |
$982K - $1.11M
|
72.4K
$6.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
27+ 0.76% |
$2.45K - $2.78K
|
3.58K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-12.1K- 14.61% |
$1.1M - $1.24M
|
70.6K
$6.77M
|