Latest Institutional Purchases of Ishares Tr (IYR)
This list provides information on the latest institutional transactions involving Ishares Tr (IYR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.01K+ 10.95% |
$155K - $179K
|
20.3K
$2.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.63K+ 3.59% |
$125K - $145K
|
47.1K
$4.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.35KNew |
$104K - $120K
|
1.35K
$135K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
984+ 2659.46% |
$75.7K - $87.7K
|
1.02K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
700New |
$53.9K - $62.4K
|
700
$70.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
686+ 118.48% |
$52.8K - $61.2K
|
1.27K
$127K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
601New |
$46.3K - $53.6K
|
601
$60.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
533New |
$41K - $47.5K
|
533
$53.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
500New |
$38.5K - $44.6K
|
500
$50.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
500New |
$38.5K - $44.6K
|
500
$50.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
321New |
$24.7K - $28.6K
|
321
$32.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
280+ 3.2% |
$21.6K - $25K
|
9.03K
$906K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
275New |
$21.2K - $24.5K
|
275
$27.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
200New |
$15.4K - $17.8K
|
200
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150New |
$11.5K - $13.4K
|
150
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
140New |
$10.8K - $12.5K
|
140
$14.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
136+ 2.78% |
$10.5K - $12.1K
|
5.02K
$504K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
104New |
$8K - $9.27K
|
104
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
75+ 6.21% |
$5.77K - $6.69K
|
1.28K
$129K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40New |
$3.08K - $3.57K
|
40
$4.01K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18New |
$1.39K - $1.61K
|
18
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 100.0% |
$77 - $89.2
|
2
$201
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
234K+ 2411.34% |
$18.9M - $24.1M
|
244K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
148KNew |
$12M - $15.3M
|
148K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
87.5KNew |
$7.06M - $9.03M
|
87.5K
$8.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
49.3KNew |
$3.98M - $5.09M
|
49.3K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$1.23M - $1.57M
|
15.2K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.7K+ 122.48% |
$1.02M - $1.31M
|
23.1K
$2.31M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
12K+ 376.21% |
$971K - $1.24M
|
15.2K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12K+ 76.92% |
$968K - $1.24M
|
27.6K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.6K+ 122.17% |
$851K - $1.09M
|
19.2K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
10KNew |
$806K - $1.03M
|
10K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
10K+ 26.67% |
$806K - $1.03M
|
47.5K
$4.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$610K - $780K
|
7.56K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.1K+ 111.44% |
$572K - $733K
|
13.5K
$1.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.31KNew |
$348K - $445K
|
4.31K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.01K+ 3.7% |
$323K - $413K
|
112K
$11.3M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.48K+ 9.72% |
$281K - $359K
|
39.3K
$3.94M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.47KNew |
$280K - $358K
|
3.47K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$276K - $353K
|
3.42K
$343K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.2K+ 41.66% |
$258K - $330K
|
10.9K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
1.28K+ 0.47% |
$103K - $132K
|
272K
$27.3M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.11K+ 13.24% |
$89.7K - $115K
|
9.51K
$954K
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
1.02K+ 5.85% |
$82.5K - $106K
|
18.5K
$1.86M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
854New |
$68.9K - $88.1K
|
854
$85.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
792+ 8.14% |
$63.9K - $81.7K
|
10.5K
$1.06M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
613New |
$49.4K - $63.3K
|
613
$61.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
544New |
$43.9K - $56.1K
|
544
$54.6K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
390+ 41.85% |
$31.4K - $40.2K
|
1.32K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
320+ 7.2% |
$25.8K - $33K
|
4.77K
$478K
|
|