Latest Institutional Sells of Ishares Tr (IYR)
This list provides information on the latest institutional transactions involving Ishares Tr (IYR) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
CALL |
-545K- 74.15% |
$39.9M - $50.4M
|
190K
$19.1M
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-100K- 76.34% |
$7.33M - $9.25M
|
31K
$3.11M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.5K- 53.2% |
$2.09M - $2.63M
|
25.1K
$2.52M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.89K- 40.83% |
$505K - $637K
|
9.99K
$1M
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2K- 33.33% |
$147K - $185K
|
4K
$401K
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-761- 22.01% |
$55.8K - $70.4K
|
2.7K
$271K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-715- 95.21% |
$52.4K - $66.1K
|
36
$3.61K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-599- 20.99% |
$43.9K - $55.4K
|
2.26K
$226K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-490- 74.24% |
$35.9K - $45.3K
|
170
$17.1K
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-436- 15.72% |
$32K - $40.3K
|
2.34K
$235K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-430- 7.92% |
$31.5K - $39.8K
|
5K
$502K
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-427- 50.0% |
$31.3K - $39.5K
|
427
$42.9K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-222- 6.07% |
$16.3K - $20.5K
|
3.44K
$345K
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-111- 3.55% |
$8.13K - $10.3K
|
3.02K
$303K
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-74- 2.64% |
$5.42K - $6.84K
|
2.73K
$274K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61- 15.8% |
$4.47K - $5.64K
|
325
$32.6K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-47- 70.15% |
$3.44K - $4.35K
|
20
$2.01K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-225K- 43.0% |
$17.3M - $20.2M
|
298K
$29.9M
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-2.9K- 13.62% |
$224K - $261K
|
18.4K
$1.85M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.17KClosed |
$168K - $195K
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.12K- 26.81% |
$163K - $190K
|
5.77K
$579K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.1K- 1.32% |
$162K - $188K
|
157K
$15.7M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-676- 8.31% |
$52.1K - $60.7K
|
7.46K
$749K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-645- 79.34% |
$49.7K - $58K
|
168
$16.9K
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-626- 1.59% |
$48.3K - $56.3K
|
38.7K
$3.88M
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-620- 8.55% |
$47.8K - $55.7K
|
6.63K
$666K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-442- 13.39% |
$34.1K - $39.7K
|
2.86K
$287K
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-300- 9.39% |
$23.1K - $27K
|
2.9K
$291K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-265- 99.25% |
$20.4K - $23.8K
|
2
$201
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-234- 11.27% |
$18K - $21K
|
1.84K
$185K
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-171- 0.92% |
$13.2K - $15.4K
|
18.4K
$1.85M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-120- 2.86% |
$9.25K - $10.8K
|
4.08K
$409K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-115- 2.67% |
$8.87K - $10.3K
|
4.19K
$420K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-98- 12.79% |
$7.56K - $8.81K
|
668
$67K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-39- 5.16% |
$3.01K - $3.5K
|
717
$72K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-30- 0.45% |
$2.31K - $2.7K
|
6.58K
$660K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-30- 60.0% |
$2.31K - $2.7K
|
20
$2.01K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-19- 57.58% |
$1.47K - $1.71K
|
14
$1.41K
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11- 0.41% |
$848 - $988
|
2.67K
$268K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-78.3K- 64.31% |
$6.31M - $6.78M
|
43.5K
$4.36M
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-12.9K- 79.57% |
$1.04M - $1.11M
|
3.31K
$332K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.4K- 75.41% |
$920K - $989K
|
3.73K
$374K
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-10.1K- 59.88% |
$816K - $878K
|
6.8K
$682K
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-7.29K- 42.44% |
$587K - $631K
|
9.89K
$992K
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.11K- 56.67% |
$170K - $183K
|
1.61K
$162K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.22K- 0.53% |
$98.3K - $106K
|
230K
$23.1M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.05K- 22.27% |
$84.7K - $91K
|
3.67K
$368K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-750- 16.59% |
$60.4K - $64.9K
|
3.77K
$378K
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-463- 79.42% |
$37.3K - $40.1K
|
120
$12K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-351- 26.98% |
$28.3K - $30.4K
|
950
$95.3K
|