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 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-64- 6.48% |
$5.41K - $6.16K
|
924
$87.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
493+ 8.17% |
$41.6K - $47.5K
|
6.53K
$619K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
123KNew |
$10.4M - $11.8M
|
123K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-433- 2.43% |
$36.6K - $41.7K
|
17.4K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.25K- 17.66% |
$528K - $601K
|
29.1K
$2.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
198K+ 4.22% |
$16.7M - $19.1M
|
4.9M
$464M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-83- 8.26% |
$7.01K - $7.99K
|
922
$87.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 2.59% |
$101K - $115K
|
47.4K
$4.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.24K+ 7.19% |
$105K - $119K
|
18.5K
$1.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.7K- 10.53% |
$228K - $259K
|
22.9K
$2.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
44.1K+ 14895.27% |
$3.72M - $4.24M
|
44.4K
$4.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 180.76% |
$357K - $407K
|
6.57K
$623K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-400- 9.56% |
$33.8K - $38.5K
|
3.79K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.98KClosed |
$590K - $672K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-210- 2.97% |
$17.7K - $20.2K
|
6.86K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.79K- 19.49% |
$151K - $172K
|
7.39K
$701K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.2K- 12.82% |
$101K - $115K
|
8.15K
$772K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$84.5 - $96.3
|
5.69K
$540K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-12.7K- 21.32% |
$1.07M - $1.22M
|
46.7K
$4.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.71K- 11.16% |
$229K - $260K
|
21.5K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2K- 3.71% |
$169K - $193K
|
52K
$4.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
388+ 7.37% |
$32.8K - $37.3K
|
5.65K
$536K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
432+ 1.8% |
$36.5K - $41.6K
|
24.4K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-28- 2.07% |
$2.37K - $2.7K
|
1.32K
$126K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
62.5KNew |
$5.28M - $6.02M
|
62.5K
$5.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-179- 1.87% |
$15.1K - $17.2K
|
9.39K
$890K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 38.92% |
$118K - $134K
|
4.97K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
31.5KNew |
$2.66M - $3.03M
|
31.5K
$2.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-65- 1.4% |
$5.49K - $6.26K
|
4.59K
$435K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
192New |
$16.2K - $18.5K
|
192
$18.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.59K+ 4.56% |
$557K - $634K
|
151K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
312+ 8.97% |
$26.4K - $30K
|
3.79K
$359K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.26K+ 29.12% |
$107K - $122K
|
5.6K
$531K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-292- 2.68% |
$24.7K - $28.1K
|
10.6K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
57New |
$4.82K - $5.49K
|
57
$5.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.73K+ 22.4% |
$315K - $359K
|
20.4K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-995- 0.7% |
$84.1K - $95.8K
|
142K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
180+ 428.57% |
$15.2K - $17.3K
|
222
$21K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.84K+ 6.73% |
$156K - $177K
|
29.2K
$2.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65K+ 1341.97% |
$5.49M - $6.26M
|
69.9K
$6.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$84.5 - $96.3
|
1.35K
$128K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
271+ 1.48% |
$22.9K - $26.1K
|
18.6K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.22K- 7.73% |
$187K - $213K
|
26.4K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
470+ 4.91% |
$39.7K - $45.2K
|
10K
$952K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.18K+ 55.93% |
$184K - $210K
|
6.08K
$576K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-846- 1.21% |
$71.5K - $81.4K
|
69.3K
$6.57M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
1.01K+ 6.19% |
$85.7K - $97.6K
|
17.4K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-202- 2.47% |
$17.1K - $19.4K
|
7.97K
$756K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-57- 80.28% |
$4.82K - $5.49K
|
14
$1.33K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
21.9KNew |
$1.85M - $2.11M
|
21.9K
$2.07M
|