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 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-21- 4.54% |
$1.91K - $2.16K
|
442
$42.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
16+ 0.68% |
$1.45K - $1.65K
|
2.36K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-236- 2.79% |
$21.4K - $24.3K
|
8.23K
$790K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.1K+ 109.33% |
$99.9K - $113K
|
2.11K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31.7KNew |
$2.88M - $3.27M
|
31.7K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.16K+ 4.36% |
$105K - $119K
|
27.7K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.71KNew |
$427K - $485K
|
4.71K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
70.7K+ 1867.63% |
$6.42M - $7.28M
|
74.5K
$7.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.13% |
$90.7 - $103
|
791
$75.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
261+ 18.95% |
$23.7K - $26.8K
|
1.64K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.78K- 28.15% |
$162K - $183K
|
4.54K
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-245- 60.95% |
$22.2K - $25.2K
|
157
$15.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
451+ 2.26% |
$40.9K - $46.4K
|
20.4K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-831- 21.48% |
$75.4K - $85.5K
|
3.04K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
207+ 5.64% |
$18.8K - $21.3K
|
3.88K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
39.7KNew |
$3.6M - $4.08M
|
39.7K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.24K- 29.64% |
$476K - $539K
|
12.4K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.66K+ 28.6% |
$786K - $891K
|
39K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
83.4KNew |
$7.57M - $8.58M
|
83.4K
$8M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
357+ 3.02% |
$32.4K - $36.7K
|
12.2K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.46KNew |
$677K - $767K
|
7.46K
$716K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
216+ 12.34% |
$19.6K - $22.2K
|
1.97K
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-81.2K- 79.39% |
$7.37M - $8.36M
|
21.1K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.61KNew |
$237K - $268K
|
2.61K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-14.4K- 44.51% |
$1.31M - $1.48M
|
18K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 3.02% |
$11.3K - $12.9K
|
4.01K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-59- 0.27% |
$5.35K - $6.07K
|
22.2K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-494- 41.44% |
$44.8K - $50.8K
|
698
$67K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-318- 12.17% |
$28.9K - $32.7K
|
2.3K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
44New |
$3.99K - $4.53K
|
44
$4.22K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$125K - $141K
|
1.37K
$132K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
680+ 9.75% |
$61.7K - $70K
|
7.65K
$734K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.6K+ 252.52% |
$599K - $679K
|
9.22K
$884K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
44.9KNew |
$4.07M - $4.62M
|
44.9K
$4.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-471- 11.94% |
$42.7K - $48.5K
|
3.47K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-675- 6.07% |
$61.2K - $69.4K
|
10.4K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.6K+ 3.51% |
$145K - $165K
|
47.2K
$4.53M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
287+ 10.05% |
$26K - $29.5K
|
3.14K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.03K- 19.32% |
$93.7K - $106K
|
4.31K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.22KNew |
$746K - $845K
|
8.22K
$788K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.2K+ 83.07% |
$1.29M - $1.47M
|
31.4K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 16.53% |
$245K - $278K
|
13.7K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-67- 1.08% |
$6.08K - $6.89K
|
6.15K
$590K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-400- 3.38% |
$36.3K - $41.1K
|
11.4K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.44K- 34.45% |
$493K - $559K
|
10.3K
$992K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-50- 0.69% |
$4.54K - $5.14K
|
7.19K
$689K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.69K- 38.34% |
$516K - $585K
|
9.15K
$878K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.64K+ 47.28% |
$149K - $169K
|
5.12K
$491K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.46K+ 10.1% |
$132K - $150K
|
15.9K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 12.43% |
$136K - $154K
|
10.6K
$1.01M
|