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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
596K+ 104.87% |
$53.3M - $59M
|
1.16M
$110M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1K+ 71.43% |
$89.5K - $99K
|
2.4K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.36KNew |
$390K - $432K
|
4.36K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-50- 1.04% |
$4.47K - $4.95K
|
4.75K
$450K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-7K- 42.15% |
$626K - $693K
|
9.61K
$911K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-421- 21.92% |
$37.7K - $41.7K
|
1.5K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1- 0.13% |
$89.5 - $99
|
790
$74.9K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
243New |
$21.7K - $24.1K
|
243
$23K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
5.91KNew |
$529K - $585K
|
5.91K
$560K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
169New |
$15.1K - $16.7K
|
169
$16K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.4KNew |
$215K - $238K
|
2.4K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-750- 24.19% |
$67.1K - $74.2K
|
2.35K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
13.5KNew |
$1.21M - $1.34M
|
13.5K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.6KNew |
$233K - $258K
|
2.6K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-900- 81.82% |
$80.5K - $89.1K
|
200
$19K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
50.1K+ 71504.29% |
$4.48M - $4.95M
|
50.1K
$4.75M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-535- 16.41% |
$47.9K - $53K
|
2.73K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.4K+ 19.29% |
$125K - $139K
|
8.66K
$821K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.12KNew |
$190K - $210K
|
2.12K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.66% |
$1.61K - $1.78K
|
2.69K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.41KNew |
$216K - $239K
|
2.41K
$229K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-450- 5.52% |
$40.3K - $44.5K
|
7.7K
$730K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.71K- 37.72% |
$153K - $170K
|
2.83K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-102- 51.0% |
$9.13K - $10.1K
|
98
$9.29K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 87.72% |
$13.4K - $14.8K
|
21
$1.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
414New |
$37K - $41K
|
414
$39.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 1.02% |
$1.52K - $1.68K
|
1.65K
$156K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-64- 21.99% |
$5.73K - $6.33K
|
227
$21.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21+ 0.35% |
$1.88K - $2.08K
|
6.08K
$576K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-39.2K- 87.29% |
$3.51M - $3.88M
|
5.7K
$541K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-205- 1.48% |
$18.3K - $20.3K
|
13.6K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-563- 17.65% |
$50.4K - $55.7K
|
2.63K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.23% |
$447 - $495
|
2.16K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
3.2KNew |
$286K - $317K
|
3.2K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-76- 50.33% |
$6.8K - $7.52K
|
75
$7.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
55New |
$4.92K - $5.44K
|
55
$5.21K
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
34.3KNew |
$3.07M - $3.4M
|
34.3K
$3.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
32+ 0.17% |
$2.86K - $3.17K
|
18.4K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.5KNew |
$224K - $247K
|
2.5K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.69K- 38.41% |
$151K - $167K
|
2.7K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.8K+ 188.56% |
$788K - $871K
|
13.5K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
740+ 13.4% |
$66.2K - $73.2K
|
6.26K
$594K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
509+ 3.85% |
$46.2K - $52.4K
|
13.7K
$1.3M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.52KNew |
$319K - $362K
|
3.52K
$333K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-146- 1.81% |
$13.2K - $15K
|
7.91K
$750K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.96KNew |
$269K - $305K
|
2.96K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
420KNew |
$38.1M - $43.2M
|
420K
$39.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 1.19% |
$90.7 - $103
|
85
$8.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
PUT |
1.35MNew |
$122M - $139M
|
1.35M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
20.9KNew |
$1.9M - $2.15M
|
20.9K
$1.98M
|
|