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 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
113+ 0.76% |
$10.1K - $11.2K
|
14.9K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
101New |
$9.04K - $10K
|
101
$9.51K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
95+ 0.9% |
$8.5K - $9.4K
|
10.7K
$1M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
92+ 0.26% |
$8.23K - $9.11K
|
35.9K
$3.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
86+ 1.34% |
$7.7K - $8.51K
|
6.5K
$612K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
83+ 0.6% |
$7.43K - $8.22K
|
13.8K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 3.33% |
$7.34K - $8.12K
|
2.55K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
81+ 2.58% |
$7.25K - $8.02K
|
3.23K
$304K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
56+ 1.49% |
$5.01K - $5.54K
|
3.81K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
55New |
$4.92K - $5.44K
|
55
$5.18K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47+ 50.54% |
$4.21K - $4.65K
|
140
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
43+ 0.66% |
$3.85K - $4.26K
|
6.55K
$616K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
37+ 0.35% |
$3.31K - $3.66K
|
10.6K
$999K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
32+ 0.17% |
$2.86K - $3.17K
|
18.4K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29+ 0.75% |
$2.6K - $2.87K
|
3.91K
$368K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
28+ 15.73% |
$2.51K - $2.77K
|
206
$19.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
28+ 1.74% |
$2.51K - $2.77K
|
1.64K
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
27+ 0.38% |
$2.42K - $2.67K
|
7.09K
$668K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21+ 0.35% |
$1.88K - $2.08K
|
6.08K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.33% |
$1.52K - $1.68K
|
5.13K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
15+ 0.09% |
$1.34K - $1.48K
|
16.8K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
12+ 0.15% |
$1.07K - $1.19K
|
8.13K
$765K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.07K - $1.19K
|
3.59K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.4% |
$984 - $1.09K
|
2.77K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11+ 0.12% |
$984 - $1.09K
|
9.18K
$864K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.37% |
$984 - $1.09K
|
3K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10+ 0.03% |
$895 - $990
|
33.3K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6+ 0.02% |
$537 - $594
|
35.8K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.23% |
$447 - $495
|
2.16K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$447 - $495
|
27.7K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.38% |
$268 - $297
|
793
$74.6K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.52% |
$179 - $198
|
386
$36.3K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.96% |
$89.5 - $99
|
105
$9.88K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$89.5 - $99
|
1
$94.1
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 2.0% |
$89.5 - $99
|
51
$4.8K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.28% |
$89.5 - $99
|
352
$33.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$89.5 - $99
|
5.69K
$536K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$89.5 - $99
|
2.3K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
PUT |
1.35MNew |
$122M - $139M
|
1.35M
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
700KNew |
$63.5M - $72M
|
700K
$65.9M
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
500KNew |
$45.4M - $51.4M
|
500K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
500KNew |
$45.4M - $51.4M
|
500K
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
420KNew |
$38.1M - $43.2M
|
420K
$39.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Conversant Capital LLC
Summit, NJ |
BUY
|
CALL |
300KNew |
$27.2M - $30.9M
|
300K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
300KNew |
$27.2M - $30.9M
|
300K
$28.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
300KNew |
$27.2M - $30.9M
|
300K
$28.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
161K+ 92.81% |
$14.6M - $16.6M
|
335K
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
134K+ 56.53% |
$12.1M - $13.8M
|
370K
$34.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
130KNew |
$11.8M - $13.4M
|
130K
$12.2M
|
|