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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
700+ 15.91% |
$59.1K - $67.4K
|
5.1K
$483K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
26.4K+ 5.0% |
$2.23M - $2.54M
|
553K
$52.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$12.2K - $13.9K
|
144
$13.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.18K- 72.77% |
$184K - $210K
|
815
$77.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-788- 7.07% |
$66.6K - $75.8K
|
10.4K
$982K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
263+ 0.69% |
$22.2K - $25.3K
|
38.5K
$3.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$84.5 - $96.3
|
2.14K
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.33K- 3.65% |
$112K - $128K
|
35.1K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.15K+ 3.47% |
$97.5K - $111K
|
34.5K
$3.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
16.7K+ 82.12% |
$1.41M - $1.61M
|
37K
$3.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.01% |
$253 - $289
|
23.2K
$2.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
692+ 1.31% |
$58.5K - $66.6K
|
53.4K
$5.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
760New |
$64.2K - $73.2K
|
760
$72K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
16+ 0.45% |
$1.35K - $1.54K
|
3.61K
$342K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-18.1K- 66.79% |
$1.53M - $1.74M
|
9K
$853K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.09K- 36.9% |
$514K - $586K
|
10.4K
$987K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2- 0.09% |
$169 - $193
|
2.2K
$209K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
188+ 4.94% |
$15.9K - $18.1K
|
3.99K
$379K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15+ 0.18% |
$1.27K - $1.44K
|
8.14K
$772K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-24- 0.58% |
$2.03K - $2.31K
|
4.11K
$390K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
592+ 37.23% |
$50K - $57K
|
2.18K
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-339- 6.61% |
$28.6K - $32.6K
|
4.79K
$454K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
373+ 5.74% |
$31.5K - $35.9K
|
6.87K
$651K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.57% |
$169 - $193
|
350
$33.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25+ 0.56% |
$2.11K - $2.41K
|
4.48K
$425K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-887- 4.24% |
$74.9K - $85.4K
|
20K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
15+ 0.03% |
$1.27K - $1.44K
|
47.2K
$4.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-72.8K- 97.71% |
$6.15M - $7.01M
|
1.71K
$162K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.05% |
$1.1K - $1.25K
|
27.7K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
159+ 3.17% |
$13.4K - $15.3K
|
5.17K
$490K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-541- 3.23% |
$45.7K - $52.1K
|
16.2K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-27- 1.05% |
$2.28K - $2.6K
|
2.53K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-10- 0.54% |
$845 - $963
|
1.84K
$174K
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-362- 6.34% |
$30.6K - $34.8K
|
5.35K
$507K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
120+ 3.65% |
$10.1K - $11.6K
|
3.41K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31.8K+ 425.12% |
$2.69M - $3.06M
|
39.3K
$3.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14.9K- 3.44% |
$1.26M - $1.44M
|
419K
$39.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.18K+ 13.72% |
$776K - $884K
|
76.1K
$7.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.4KNew |
$1.72M - $1.96M
|
20.4K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$84.5 - $96.3
|
2.3K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
70New |
$5.91K - $6.74K
|
70
$6.64K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$169 - $193
|
5.86K
$555K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
226+ 7.59% |
$19.1K - $21.8K
|
3.2K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
34.7KNew |
$2.94M - $3.34M
|
34.7K
$3.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-80- 1.78% |
$6.76K - $7.7K
|
4.43K
$420K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-430- 12.42% |
$36.3K - $41.4K
|
3.03K
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.77K+ 7.29% |
$149K - $170K
|
26K
$2.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-52.1K- 90.33% |
$4.4M - $5.01M
|
5.57K
$528K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.28KNew |
$361K - $411K
|
4.28K
$405K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-430- 4.12% |
$36.3K - $41.4K
|
10K
$949K
|