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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.26K+ 10.71% |
$205K - $232K
|
23.3K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.4K+ 217.31% |
$853K - $967K
|
13.7K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$90.7 - $103
|
5K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-416- 6.49% |
$37.7K - $42.8K
|
5.99K
$568K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
92New |
$8.35K - $9.46K
|
92
$8.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-632- 19.99% |
$57.3K - $65K
|
2.53K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.42% |
$817 - $926
|
2.15K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-50- 50.0% |
$4.54K - $5.14K
|
50
$4.74K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37.1KNew |
$3.36M - $3.81M
|
37.1K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
651+ 3.7% |
$59.1K - $67K
|
18.3K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
161K+ 92.81% |
$14.6M - $16.6M
|
335K
$31.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.43K- 9.59% |
$674K - $765K
|
70.1K
$6.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-294- 0.78% |
$26.7K - $30.2K
|
37.5K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-582- 1.12% |
$52.8K - $59.9K
|
51.3K
$4.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 8.49% |
$142K - $162K
|
16.9K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39.5K- 51.31% |
$3.58M - $4.06M
|
37.5K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
20.2KNew |
$1.83M - $2.08M
|
20.2K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-30- 0.93% |
$2.72K - $3.09K
|
3.2K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.29K+ 11.46% |
$298K - $338K
|
32K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.99K+ 34.84% |
$453K - $513K
|
19.3K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
96+ 2.04% |
$8.71K - $9.88K
|
4.8K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
37+ 0.59% |
$3.36K - $3.81K
|
6.32K
$599K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
159+ 3.2% |
$14.4K - $16.4K
|
5.13K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
249+ 7.97% |
$22.6K - $25.6K
|
3.37K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
38+ 0.82% |
$3.45K - $3.91K
|
4.66K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 35.53% |
$4.9K - $5.55K
|
98
$9.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-62- 2.18% |
$5.63K - $6.38K
|
2.78K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.9K+ 15.68% |
$1.53M - $1.74M
|
125K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
7New |
$635 - $720
|
7
$663
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-19- 0.74% |
$1.72K - $1.95K
|
2.56K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
27.4KNew |
$2.48M - $2.82M
|
27.4K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
137K+ 756.23% |
$12.5M - $14.1M
|
156K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.57% |
$181 - $206
|
351
$33.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-30.2K- 80.01% |
$2.74M - $3.11M
|
7.56K
$716K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.26KNew |
$387K - $438K
|
4.26K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-180- 16.51% |
$16.3K - $18.5K
|
910
$86.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.06K+ 117.23% |
$732K - $830K
|
14.9K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
37.4KNew |
$3.4M - $3.85M
|
37.4K
$3.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.34% |
$726 - $823
|
2.36K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.13% |
$726 - $823
|
6.07K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
34.5K+ 7.03% |
$3.13M - $3.55M
|
525K
$49.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
287+ 0.41% |
$26K - $29.5K
|
70K
$6.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
202+ 3.04% |
$18.3K - $20.8K
|
6.84K
$648K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.25K+ 9.68% |
$295K - $334K
|
36.8K
$3.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 5.25% |
$1.54K - $1.75K
|
307
$29.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-518- 10.02% |
$47K - $53.3K
|
4.65K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 25.0% |
$9.07K - $10.3K
|
300
$28.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
732+ 2.7% |
$66.4K - $75.3K
|
27.9K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.36M - $1.54M
|
15K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89- 0.87% |
$8.08K - $9.16K
|
10.1K
$957K
|