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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 12.5% |
$73.3 - $92.5
|
9
$785
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.81KNew |
$279K - $352K
|
3.81K
$332K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$4.4K - $5.55K
|
60
$5.23K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.34K+ 25.72% |
$98.3K - $124K
|
6.56K
$572K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.5K+ 100.74% |
$110K - $139K
|
2.99K
$261K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.4KNew |
$1.27M - $1.61M
|
17.4K
$1.52M
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
336KNew |
$24.6M - $31.1M
|
336K
$29.3M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.78KNew |
$203K - $257K
|
2.78K
$242K
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
886New |
$64.9K - $81.9K
|
886
$77.3K
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
18.5KNew |
$1.35M - $1.71M
|
18.5K
$1.61M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
105KNew |
$7.71M - $9.73M
|
105K
$9.18M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
20KNew |
$1.47M - $1.85M
|
20K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.16M+ 1830.69% |
$85.1M - $107M
|
1.22M
$107M
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.79KNew |
$644K - $812K
|
8.79K
$766K
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
24.5K+ 58.63% |
$1.79M - $2.26M
|
66.2K
$5.78M
|
|
Feb 12, 2024
Q4 2023
|
One William Street Capital Management, L.P.
New York, NY |
BUY
|
PUT |
1MNew |
$73.3M - $92.5M
|
1M
$87.2M
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
20.7KNew |
$1.52M - $1.91M
|
20.7K
$1.8M
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.48K- 37.91% |
$109K - $137K
|
2.43K
$212K
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 2.5% |
$220 - $277
|
123
$10.7K
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.2KNew |
$161K - $203K
|
2.2K
$192K
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
345K+ 312.58% |
$25.3M - $31.9M
|
456K
$39.7M
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
27+ 0.78% |
$1.98K - $2.5K
|
3.51K
$306K
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
306+ 1.95% |
$22.4K - $28.3K
|
16K
$1.39M
|
|
Feb 09, 2024
Q4 2023
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
20KNew |
$1.47M - $1.85M
|
20K
$1.74M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.5KNew |
$1.57M - $1.98M
|
21.5K
$1.87M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
58New |
$4.25K - $5.36K
|
58
$5.06K
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2K- 33.33% |
$147K - $185K
|
4K
$349K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
27New |
$1.98K - $2.5K
|
27
$2.35K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.15K+ 375.38% |
$378K - $477K
|
6.53K
$569K
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.64K+ 559.38% |
$266K - $336K
|
4.29K
$374K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.89K- 40.83% |
$505K - $637K
|
9.99K
$871K
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-427- 50.0% |
$31.3K - $39.5K
|
427
$37.2K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
118New |
$8.65K - $10.9K
|
118
$10.3K
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
189+ 23.86% |
$13.8K - $17.5K
|
981
$85.6K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.1KNew |
$80.6K - $102K
|
1.1K
$95.9K
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
50.6KNew |
$3.71M - $4.68M
|
50.6K
$4.41M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.9K+ 588.15% |
$1.75M - $2.21M
|
28K
$2.44M
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
32KNew |
$2.34M - $2.96M
|
32K
$2.79M
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.97K+ 64.37% |
$144K - $182K
|
5.02K
$438K
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-332- 5.09% |
$24.3K - $30.7K
|
6.19K
$540K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-599- 20.99% |
$43.9K - $55.4K
|
2.26K
$197K
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
505+ 2.69% |
$37K - $46.7K
|
19.3K
$1.68M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58New |
$4.25K - $5.36K
|
58
$5.06K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.85KNew |
$355K - $448K
|
4.85K
$423K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30+ 1.11% |
$2.2K - $2.77K
|
2.73K
$238K
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
137+ 3.89% |
$10K - $12.7K
|
3.66K
$319K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.27KNew |
$166K - $210K
|
2.27K
$198K
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
7.82KNew |
$573K - $723K
|
7.82K
$682K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
300New |
$22K - $27.7K
|
300
$26.2K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
8New |
$586 - $740
|
8
$698
|