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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.1KNew |
$188K - $207K
|
2.1K
$197K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.98K+ 9.72% |
$177K - $196K
|
22.3K
$2.1M
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.86K+ 0.35% |
$166K - $184K
|
527K
$49.6M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.77K+ 40.09% |
$158K - $175K
|
6.18K
$581K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.73K+ 37.96% |
$154K - $171K
|
6.27K
$590K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.42K+ 3.86% |
$127K - $141K
|
38.2K
$3.6M
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.4K+ 19.29% |
$125K - $139K
|
8.66K
$816K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 1.36% |
$122K - $135K
|
102K
$9.58M
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
1.3K+ 4.17% |
$116K - $129K
|
32.5K
$3.06M
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.3K+ 4.0% |
$116K - $129K
|
33.8K
$3.18M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.15K+ 21.95% |
$103K - $114K
|
6.38K
$601K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.01K+ 70.85% |
$90.5K - $100K
|
2.44K
$229K
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1K+ 13.89% |
$89.8K - $99.4K
|
8.23K
$775K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1K+ 71.43% |
$89.5K - $99K
|
2.4K
$226K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
951+ 6.14% |
$85.1K - $94.1K
|
16.4K
$1.55M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
946+ 40.62% |
$84.7K - $93.6K
|
3.28K
$308K
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
939+ 4.02% |
$84K - $92.9K
|
24.3K
$2.28M
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
880+ 2.06% |
$78.8K - $87.1K
|
43.6K
$4.1M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
880+ 35.56% |
$78.8K - $87.1K
|
3.36K
$316K
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
799+ 12.57% |
$71.5K - $79.1K
|
7.15K
$673K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
783+ 1.51% |
$70.1K - $77.5K
|
52.7K
$4.96M
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
740+ 13.4% |
$66.2K - $73.2K
|
6.26K
$590K
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
715+ 8.36% |
$64K - $70.8K
|
9.27K
$872K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
667+ 16.73% |
$59.7K - $66K
|
4.65K
$438K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
600+ 185.19% |
$53.7K - $59.4K
|
924
$87K
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
600+ 15.79% |
$53.7K - $59.4K
|
4.4K
$414K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
581+ 7.46% |
$52K - $57.5K
|
8.37K
$788K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
557+ 7.02% |
$49.8K - $55.1K
|
8.49K
$799K
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
481+ 6.17% |
$43K - $47.6K
|
8.28K
$779K
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
475+ 1.99% |
$42.5K - $47K
|
24.3K
$2.29M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
470New |
$42.1K - $46.5K
|
470
$44.2K
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
460+ 9.58% |
$41.2K - $45.5K
|
5.26K
$496K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
452+ 2.69% |
$40.4K - $44.7K
|
17.2K
$1.62M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
447New |
$40K - $44.2K
|
447
$42.1K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
414New |
$37K - $41K
|
414
$39K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
388+ 17.53% |
$34.7K - $38.4K
|
2.6K
$245K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
361+ 8.46% |
$32.3K - $35.7K
|
4.63K
$435K
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
352+ 7.56% |
$31.5K - $34.8K
|
5.01K
$472K
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
336+ 1.42% |
$30.1K - $33.3K
|
24K
$2.26M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
324+ 15.95% |
$29K - $32.1K
|
2.36K
$222K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
294+ 5.42% |
$26.3K - $29.1K
|
5.72K
$539K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
243New |
$21.7K - $24.1K
|
243
$22.9K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
239+ 19.54% |
$21.4K - $23.7K
|
1.46K
$138K
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
200+ 7.2% |
$17.9K - $19.8K
|
2.98K
$280K
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
181+ 2.9% |
$16.2K - $17.9K
|
6.43K
$605K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
169New |
$15.1K - $16.7K
|
169
$15.9K
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
153+ 5.15% |
$13.7K - $15.1K
|
3.12K
$294K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
150+ 3.77% |
$13.4K - $14.8K
|
4.13K
$389K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
146+ 2.14% |
$13.1K - $14.5K
|
6.98K
$657K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
139+ 3.22% |
$12.4K - $13.8K
|
4.45K
$419K
|