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 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
28.7KNew |
$2.45M - $2.65M
|
28.7K
$2.5M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-770- 78.97% |
$65.7K - $71K
|
205
$17.9K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 51.28% |
$97.8K - $106K
|
1.09K
$95K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
829+ 9.23% |
$70.7K - $76.5K
|
9.81K
$856K
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-12- 0.32% |
$1.02K - $1.11K
|
3.73K
$325K
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-757- 5.5% |
$64.6K - $69.8K
|
13K
$1.13M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
131+ 1.86% |
$11.2K - $12.1K
|
7.17K
$625K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.47K+ 121.49% |
$296K - $320K
|
6.32K
$551K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
76+ 3.42% |
$6.48K - $7.01K
|
2.3K
$201K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.17% |
$341 - $369
|
2.33K
$204K
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.07K+ 17.86% |
$176K - $191K
|
13.6K
$1.19M
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
58+ 1.8% |
$4.95K - $5.35K
|
3.28K
$286K
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
32K+ 9.43% |
$2.73M - $2.95M
|
372K
$32.4M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-213- 2.89% |
$18.2K - $19.6K
|
7.16K
$625K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
422+ 1.43% |
$36K - $38.9K
|
29.9K
$2.61M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.28% |
$85.3 - $92.2
|
356
$31.1K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32+ 5.82% |
$2.73K - $2.95K
|
582
$50.8K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-388- 2.11% |
$33.1K - $35.8K
|
18K
$1.57M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 6.48% |
$137K - $148K
|
23.1K
$2.02M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.42K- 2.76% |
$206K - $223K
|
85.2K
$7.43M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
295+ 10.65% |
$25.2K - $27.2K
|
3.07K
$267K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 1.89% |
$768 - $830
|
484
$42.2K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-73- 5.08% |
$6.23K - $6.73K
|
1.36K
$119K
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.1K- 50.0% |
$264K - $286K
|
3.1K
$270K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.23K- 72.44% |
$191K - $206K
|
850
$74.1K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-175- 13.64% |
$14.9K - $16.1K
|
1.11K
$96.6K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
559+ 9.89% |
$47.7K - $51.6K
|
6.21K
$542K
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
527+ 4.72% |
$45K - $48.6K
|
11.7K
$1.02M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.92K+ 6.4% |
$334K - $361K
|
65.2K
$5.68M
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
13+ 0.21% |
$1.11K - $1.2K
|
6.28K
$547K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.24K- 53.22% |
$362K - $391K
|
3.73K
$325K
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
32.4K+ 7.29% |
$2.76M - $2.99M
|
477K
$41.6M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.84K+ 98.94% |
$328K - $354K
|
7.72K
$673K
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.21K+ 45.96% |
$445K - $481K
|
16.5K
$1.44M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 60.71% |
$1.45K - $1.57K
|
45
$3.92K
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
841+ 4.39% |
$71.8K - $77.6K
|
20K
$1.74M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$8.53K - $9.22K
|
100
$8.72K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.08K- 16.14% |
$519K - $561K
|
31.6K
$2.76M
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-330- 1.8% |
$28.2K - $30.4K
|
18K
$1.57M
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.87K+ 28.74% |
$586K - $634K
|
30.8K
$2.68M
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
7.8KNew |
$665K - $719K
|
7.8K
$680K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-49- 0.51% |
$4.18K - $4.52K
|
9.49K
$828K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-94- 4.48% |
$8.02K - $8.67K
|
2K
$175K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
41.6KNew |
$3.55M - $3.84M
|
41.6K
$3.63M
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2K- 11.93% |
$171K - $184K
|
14.8K
$1.29M
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
8+ 0.01% |
$683 - $738
|
124K
$10.8M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.32% |
$171 - $184
|
620
$54.1K
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-25.2K- 86.6% |
$2.15M - $2.32M
|
3.9K
$340K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-22- 0.17% |
$1.88K - $2.03K
|
13K
$1.14M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-21- 5.69% |
$1.79K - $1.94K
|
348
$30.4K
|