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 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
83+ 3.66% |
$7.08K - $7.65K
|
2.35K
$205K
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$1.02K - $1.11K
|
15.6K
$1.36M
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-184- 3.1% |
$15.7K - $17K
|
5.76K
$502K
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
6.74K+ 12.13% |
$575K - $621K
|
62.2K
$5.43M
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
570+ 5.98% |
$48.6K - $52.6K
|
10.1K
$881K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
201+ 15.95% |
$17.1K - $18.5K
|
1.46K
$127K
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
724+ 4.38% |
$61.8K - $66.8K
|
17.3K
$1.51M
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.72K+ 9.18% |
$232K - $251K
|
32.4K
$2.82M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 47.09% |
$8.96K - $9.68K
|
118
$10.3K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
990+ 4.7% |
$84.5K - $91.3K
|
22K
$1.92M
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.26K- 3.7% |
$107K - $116K
|
32.7K
$2.86M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.38% |
$939 - $1.01K
|
2.9K
$253K
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
111+ 0.73% |
$9.47K - $10.2K
|
15.3K
$1.33M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250- 38.82% |
$21.3K - $23.1K
|
394
$34.4K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$427 - $461
|
1.27K
$111K
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.49KNew |
$213K - $230K
|
2.49K
$217K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
152New |
$13K - $14K
|
152
$13.3K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.44K+ 245.32% |
$123K - $133K
|
2.03K
$177K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 2.02% |
$9.64K - $10.4K
|
5.49K
$479K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
380+ 9.3% |
$32.4K - $35K
|
4.47K
$389K
|
|
Q4 2023 | |||||||
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.0% |
$73.3 - $92.5
|
90.6K
$7.9M
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
26.6KNew |
$1.95M - $2.46M
|
26.6K
$2.32M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.11KNew |
$81.2K - $102K
|
1.11K
$96.6K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61- 15.8% |
$4.47K - $5.64K
|
325
$28.3K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
24+ 2400.0% |
$1.76K - $2.22K
|
25
$2.18K
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$22K - $27.7K
|
300
$26.2K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-44.1K- 86.02% |
$3.23M - $4.07M
|
7.16K
$624K
|
|
Feb 16, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.47M - $1.85M
|
20K
$1.74M
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
365KNew |
$26.7M - $33.7M
|
365K
$31.8M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-196- 3.16% |
$14.4K - $18.1K
|
6K
$523K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.56K - $3.24K
|
35
$3.05K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
118New |
$8.65K - $10.9K
|
118
$10.3K
|
|
Feb 14, 2024
Q4 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
203KNew |
$14.9M - $18.8M
|
203K
$17.7M
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-33.8K- 54.54% |
$2.47M - $3.12M
|
28.1K
$2.45M
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
PUT |
240KNew |
$17.6M - $22.2M
|
240K
$20.9M
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$750K - $947K
|
10.2K
$893K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
CALL |
-3.2K- 49.23% |
$234K - $296K
|
3.3K
$288K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
250KNew |
$18.3M - $23.1M
|
250K
$21.8M
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17KNew |
$1.25M - $1.57M
|
17K
$1.48M
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$183K - $231K
|
2.5K
$218K
|
|
Feb 14, 2024
Q4 2023
|
Hazelview Securities Inc.
Toronto, A6 |
BUY
|
- |
75.8K+ 636.97% |
$5.55M - $7.01M
|
87.7K
$7.65M
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$14.7K - $18.5K
|
200
$17.4K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.5K- 53.2% |
$2.09M - $2.63M
|
25.1K
$2.19M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.12K- 34.54% |
$229K - $289K
|
5.92K
$516K
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
431K+ 254.66% |
$31.6M - $39.8M
|
600K
$52.3M
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
22.5K+ 12.16% |
$1.65M - $2.08M
|
208K
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
CALL |
-545K- 74.15% |
$39.9M - $50.4M
|
190K
$16.6M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-195- 65.66% |
$14.3K - $18K
|
102
$8.9K
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-135K- 61.12% |
$9.87M - $12.5M
|
85.7K
$7.47M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
765KNew |
$56.1M - $70.7M
|
765K
$66.7M
|