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 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
240New |
$24.7K - $27.9K
|
240
$22.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
125New |
$12.9K - $14.5K
|
125
$11.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
57New |
$5.87K - $6.62K
|
57
$5.37K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
33New |
$3.4K - $3.83K
|
33
$3.11K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.36KNew |
$241K - $262K
|
2.36K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
70New |
$7.16K - $7.79K
|
70
$6.59K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
5New |
$512 - $556
|
5
$471
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
CALL |
40KNew |
$3.74M - $4.2M
|
40K
$3.77M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.63KNew |
$620K - $696K
|
6.63K
$624K
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.3KNew |
$309K - $346K
|
3.3K
$311K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$18.7K - $21K
|
200
$18.8K
|
|
| Q1 2021 | |||||||
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
1.01KNew |
$83.3K - $93.9K
|
1.01K
$95.4K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.75KNew |
$288K - $325K
|
3.75K
$353K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
500New |
$38.4K - $43.4K
|
500
$47.1K
|
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
BUY
|
- |
365New |
$28.1K - $31.6K
|
365
$34.4K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.74KNew |
$364K - $399K
|
4.74K
$446K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.85KNew |
$183K - $247K
|
2.85K
$268K
|
|
|
Jul 17, 2020
Q2 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
131New |
$8.42K - $11.4K
|
131
$12.3K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.04% |
$64.2 - $86.8
|
2.5K
$235K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
683 Capital Management, LLC
New York, NY |
BUY
|
PUT |
40KNew |
$2.31M - $4.01M
|
40K
$3.77M
|
|
|
May 12, 2020
Q1 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
10KNew |
$578K - $1M
|
10K
$941K
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
2.5K+ 12.32% |
$145K - $251K
|
22.8K
$2.15M
|
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$11.6K - $20.1K
|
200
$18.8K
|
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$8.33K - $14.4K
|
144
$13.6K
|
|
| Q4 2019 | |||||||
|
Jan 31, 2020
Q4 2019
|
Financial Advisory Service, Inc.
|
BUY
|
- |
408New |
$36.5K - $38.9K
|
408
$38.4K
|
|
|
Jan 15, 2020
Q4 2019
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
158New |
$14.1K - $15.1K
|
158
$14.9K
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Qvr LLC
|
BUY
|
- |
13K+ 43.47% |
$1.19M - $1.22M
|
43K
$4.05M
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$101K - $104K
|
1.11K
$104K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.44% |
$91.5 - $93.8
|
226
$21.3K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
100KNew |
N/A
|
100K
$9.42M
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
57K+ 59.67% |
N/A
|
153K
$14.4M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
V3 Capital Management, L.P.
White Plains, NY |
BUY
|
- |
105KNew |
N/A
|
105K
$9.88M
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
37.9KNew |
N/A
|
37.9K
$3.57M
|
|
|
Feb 11, 2019
Q4 2018
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
11.8KNew |
N/A
|
11.8K
$1.11M
|
|
|
May 14, 2025
Q4 2018
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
128New |
N/A
|
128
$12K
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7New |
N/A
|
7
$659
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$1.26M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Governors Lane LP
New York, NY |
BUY
|
- |
142KNew |
N/A
|
142K
$13.4M
|
|
|
Aug 14, 2018
Q2 2018
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
126KNew |
N/A
|
126K
$11.8M
|
|
|
Aug 14, 2018
Q2 2018
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100KNew |
N/A
|
100K
$9.41M
|
|
|
Aug 10, 2018
Q2 2018
|
M&T Bank Corp
|
BUY
|
CALL |
2New |
N/A
|
2
$188
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
19.2K+ 7696.0% |
N/A
|
19.5K
$1.83M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
3MNew |
N/A
|
3M
$282M
|
|
|
Nov 14, 2017
Q3 2017
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
90KNew |
N/A
|
90K
$8.47M
|
|
|
Nov 14, 2017
Q3 2017
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
30KNew |
N/A
|
30K
$2.82M
|
|
|
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
713New |
N/A
|
713
$67.1K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
243KNew |
N/A
|
243K
$22.9M
|
|
| Q3 2016 | |||||||
|
Feb 01, 2018
Q3 2016
|
Astor Investment Management LLC
|
BUY
|
- |
229KNew |
N/A
|
229K
$21.6M
|
|