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 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$1.11K - $1.2K
|
3.51K
$306K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.13K+ 12.8% |
$267K - $289K
|
27.6K
$2.41M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.69K+ 203.86% |
$144K - $156K
|
2.52K
$220K
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.79K- 13.28% |
$153K - $165K
|
11.7K
$1.02M
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.5% |
$171 - $184
|
402
$35.1K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.51% |
$85.3 - $92.2
|
198
$17.3K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1K- 14.29% |
$85.3K - $92.2K
|
6K
$523K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.3K+ 17.81% |
$196K - $212K
|
15.2K
$1.33M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.78K+ 15.03% |
$152K - $164K
|
13.6K
$1.19M
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-475- 6.0% |
$40.5K - $43.8K
|
7.45K
$650K
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.96KNew |
$167K - $181K
|
1.96K
$171K
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
25+ 0.41% |
$2.13K - $2.31K
|
6.13K
$535K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-70- 0.07% |
$5.97K - $6.46K
|
106K
$9.23M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.64K+ 6.79% |
$652K - $705K
|
120K
$10.5M
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-744- 1.2% |
$63.5K - $68.6K
|
61.2K
$5.34M
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
17.1KNew |
$1.46M - $1.58M
|
17.1K
$1.49M
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
4.72K+ 16.74% |
$402K - $435K
|
32.9K
$2.87M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.7KNew |
$145K - $157K
|
1.7K
$148K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-15.6K- 63.25% |
$1.33M - $1.44M
|
9.06K
$790K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-73.3K- 53.39% |
$6.25M - $6.76M
|
64K
$5.58M
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-493- 6.99% |
$42.1K - $45.5K
|
6.56K
$572K
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
25+ 0.32% |
$2.13K - $2.31K
|
7.92K
$691K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-675- 8.83% |
$57.6K - $62.2K
|
6.97K
$608K
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
79+ 3.01% |
$6.74K - $7.29K
|
2.7K
$236K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 15.79% |
$6.4K - $6.92K
|
400
$34.9K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-649- 24.7% |
$55.4K - $59.9K
|
1.98K
$173K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$427 - $461
|
3.05K
$266K
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
112+ 3.07% |
$9.56K - $10.3K
|
3.76K
$328K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-172- 16.81% |
$14.7K - $15.9K
|
851
$74.2K
|
|
Apr 17, 2024
Q1 2024
|
Wealth Navi Inc.
|
BUY
|
- |
224K+ 5.72% |
$19.1M - $20.6M
|
4.13M
$361M
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-281- 17.7% |
$24K - $25.9K
|
1.31K
$114K
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
7.15K+ 5.16% |
$610K - $660K
|
146K
$12.7M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-26- 1.37% |
$2.22K - $2.4K
|
1.87K
$163K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
678+ 6.34% |
$57.8K - $62.5K
|
11.4K
$992K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-250- 46.38% |
$21.3K - $23.1K
|
289
$25.2K
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.05K- 5.41% |
$89.9K - $97.2K
|
18.4K
$1.61M
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26- 1.04% |
$2.22K - $2.4K
|
2.47K
$216K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-91- 1.39% |
$7.76K - $8.39K
|
6.46K
$563K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.18KNew |
$442K - $477K
|
5.18K
$452K
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$768 - $830
|
2.46K
$214K
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.73K- 18.48% |
$147K - $159K
|
7.61K
$664K
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
124+ 1.46% |
$10.6K - $11.4K
|
8.62K
$752K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.8K- 22.78% |
$751K - $811K
|
29.8K
$2.6M
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-956- 1.62% |
$81.6K - $88.2K
|
58.1K
$5.06M
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
203+ 7.54% |
$17.3K - $18.7K
|
2.89K
$252K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
126+ 1.27% |
$10.8K - $11.6K
|
10K
$875K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-136- 3.62% |
$11.6K - $12.5K
|
3.62K
$316K
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-138- 2.08% |
$11.8K - $12.7K
|
6.49K
$566K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-98- 0.19% |
$8.36K - $9.04K
|
51.5K
$4.49M
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
1.28K+ 11.78% |
$109K - $118K
|
12.2K
$1.06M
|