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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-977- 2.07% |
$87.4K - $96.7K
|
46.2K
$4.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
414New |
$37K - $41K
|
414
$39.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.12K- 18.48% |
$189K - $209K
|
9.33K
$882K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 1.02% |
$1.52K - $1.68K
|
1.65K
$156K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.8K- 29.51% |
$4.9M - $5.42M
|
131K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10+ 0.03% |
$895 - $990
|
33.3K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-300- 2.39% |
$26.8K - $29.7K
|
12.3K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
475+ 1.99% |
$42.5K - $47K
|
24.3K
$2.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-64- 21.99% |
$5.73K - $6.33K
|
227
$21.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.86K+ 0.35% |
$166K - $184K
|
527K
$49.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.81K- 28.69% |
$162K - $179K
|
4.51K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.71KNew |
$332K - $368K
|
3.71K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.06K- 7.91% |
$363K - $401K
|
47.2K
$4.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6+ 0.02% |
$537 - $594
|
35.8K
$3.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21+ 0.35% |
$1.88K - $2.08K
|
6.08K
$575K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-16- 0.53% |
$1.43K - $1.58K
|
2.99K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$89.5 - $99
|
1.35K
$128K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-455- 65.19% |
$40.7K - $45K
|
243
$23K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.33K- 23.61% |
$119K - $132K
|
4.3K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
81+ 2.58% |
$7.25K - $8.02K
|
3.23K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-39.2K- 87.29% |
$3.51M - $3.88M
|
5.7K
$539K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94K+ 21.73% |
$263K - $291K
|
16.5K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
86+ 1.34% |
$7.7K - $8.51K
|
6.5K
$614K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.37% |
$984 - $1.09K
|
3K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.57K- 9.17% |
$320K - $354K
|
35.4K
$3.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.4KNew |
$2.45M - $2.71M
|
27.4K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4- 0.07% |
$358 - $396
|
6.04K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-205- 1.48% |
$18.3K - $20.3K
|
13.6K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-148K- 95.19% |
$13.3M - $14.7M
|
7.48K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-563- 17.65% |
$50.4K - $55.7K
|
2.63K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
57.7K+ 273.59% |
$5.16M - $5.71M
|
78.8K
$7.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.2K+ 53.77% |
$1.8M - $1.99M
|
57.6K
$5.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
352+ 7.56% |
$31.5K - $34.8K
|
5.01K
$474K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.23% |
$447 - $495
|
2.16K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
553+ 6.13% |
$49.5K - $54.7K
|
9.57K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
3.2KNew |
$286K - $317K
|
3.2K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-76- 50.33% |
$6.8K - $7.52K
|
75
$7.09K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-480- 2.63% |
$43K - $47.5K
|
17.8K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.92K- 56.88% |
$261K - $289K
|
2.21K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.67K+ 32.57% |
$239K - $264K
|
10.9K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 42.71% |
$232K - $257K
|
3.48K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.77K+ 40.09% |
$158K - $175K
|
6.18K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-69- 2.87% |
$6.17K - $6.83K
|
2.34K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
83+ 0.6% |
$7.43K - $8.22K
|
13.8K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.58KNew |
$320K - $354K
|
3.58K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.53K- 7.51% |
$137K - $152K
|
18.9K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-286- 4.77% |
$25.6K - $28.3K
|
5.71K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
200+ 7.2% |
$17.9K - $19.8K
|
2.98K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.33% |
$1.52K - $1.68K
|
5.13K
$485K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.6K- 24.15% |
$1.84M - $2.04M
|
64.6K
$6.11M
|