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 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
7.06K+ 1.75% |
$641K - $727K
|
411K
$38.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.9KNew |
$626K - $710K
|
6.9K
$651K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.6K+ 252.52% |
$599K - $679K
|
9.22K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.21K+ 59.68% |
$563K - $639K
|
16.6K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.57KNew |
$505K - $572K
|
5.57K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.42KNew |
$492K - $557K
|
5.42K
$512K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.14KNew |
$466K - $528K
|
5.14K
$485K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.99K+ 34.84% |
$453K - $513K
|
19.3K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.71KNew |
$427K - $485K
|
4.71K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.43K+ 1.13% |
$402K - $455K
|
397K
$37.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.29K+ 1.95% |
$389K - $441K
|
225K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.28K+ 3454.84% |
$389K - $441K
|
4.41K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.26KNew |
$387K - $438K
|
4.26K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.21K+ 21.67% |
$382K - $433K
|
23.6K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$367K - $417K
|
4.05K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.87KNew |
$352K - $399K
|
3.87K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.84KNew |
$349K - $395K
|
3.84K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.8KNew |
$345K - $391K
|
3.8K
$359K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.74K+ 22.56% |
$340K - $385K
|
20.3K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.62KNew |
$329K - $372K
|
3.62K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.38KNew |
$307K - $348K
|
3.38K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.29K+ 11.46% |
$298K - $338K
|
32K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.25K+ 9.68% |
$295K - $334K
|
36.8K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.22K+ 21.83% |
$293K - $332K
|
18K
$1.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.96KNew |
$269K - $305K
|
2.96K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.92K+ 14.71% |
$265K - $300K
|
22.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.82KNew |
$256K - $290K
|
2.82K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.76KNew |
$250K - $284K
|
2.76K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.61KNew |
$237K - $268K
|
2.61K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.48K+ 64.29% |
$225K - $255K
|
6.33K
$597K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.47K+ 17.26% |
$224K - $254K
|
16.8K
$1.59M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.42K+ 8.96% |
$220K - $249K
|
29.5K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 1.21% |
$215K - $243K
|
197K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.35KNew |
$213K - $242K
|
2.35K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.26K+ 10.71% |
$205K - $232K
|
23.3K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.25KNew |
$204K - $231K
|
2.25K
$212K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.22K+ 15.0% |
$201K - $228K
|
17K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.21KNew |
$201K - $228K
|
2.21K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 5.32% |
$200K - $227K
|
43.6K
$4.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
2.17K+ 10.01% |
$197K - $224K
|
23.9K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16K+ 55.64% |
$196K - $222K
|
6.04K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.98K+ 6.64% |
$180K - $204K
|
31.9K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.98K+ 9.61% |
$180K - $204K
|
22.6K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.92K+ 95950.0% |
$174K - $197K
|
1.92K
$181K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.82K+ 138.72% |
$165K - $187K
|
3.13K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.64K+ 47.28% |
$149K - $169K
|
5.12K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 54.01% |
$149K - $168K
|
4.67K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.63K+ 59.02% |
$148K - $168K
|
4.39K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.6K+ 3.51% |
$145K - $165K
|
47.2K
$4.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 2.76% |
$140K - $159K
|
57.4K
$5.42M
|