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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.6K- 26.67% |
$131K - $143K
|
4.4K
$414K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-434- 43.71% |
$35.4K - $38.7K
|
559
$52.6K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250- 98.04% |
$20.4K - $22.3K
|
5
$471
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-191- 6.26% |
$15.6K - $17K
|
2.86K
$269K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-150- 2.15% |
$12.2K - $13.4K
|
6.82K
$642K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-135- 8.79% |
$11K - $12K
|
1.4K
$132K
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-104- 0.41% |
$8.49K - $9.28K
|
25.1K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 10.0% |
$816 - $892
|
90
$8.47K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 23.53% |
$326 - $357
|
13
$1.22K
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3- 0.03% |
$245 - $268
|
10K
$944K
|
|
Q1 2024 | |||||||
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-73.3K- 53.39% |
$6.25M - $6.76M
|
64K
$6.02M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58K- 76.21% |
$4.94M - $5.34M
|
18.1K
$1.7M
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-18.7K- 99.47% |
$1.6M - $1.72M
|
100
$9.41K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-15.6K- 63.25% |
$1.33M - $1.44M
|
9.06K
$853K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.08K- 16.14% |
$519K - $561K
|
31.6K
$2.97M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.19K- 41.47% |
$187K - $202K
|
3.1K
$291K
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-770- 78.97% |
$65.7K - $71K
|
205
$19.3K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-673- 89.49% |
$57.4K - $62.1K
|
79
$7.44K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-281- 17.7% |
$24K - $25.9K
|
1.31K
$123K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-250- 46.38% |
$21.3K - $23.1K
|
289
$27.2K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250- 38.82% |
$21.3K - $23.1K
|
394
$37.1K
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-200- 7.55% |
$17.1K - $18.4K
|
2.45K
$231K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-172- 16.81% |
$14.7K - $15.9K
|
851
$80.1K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 47.09% |
$8.96K - $9.68K
|
118
$11.1K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Naya Capital Management Uk LTD
London, X0 |
SELL
|
CALL |
-545K- 74.15% |
$39.9M - $50.4M
|
190K
$17.9M
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-100K- 76.34% |
$7.33M - $9.25M
|
31K
$2.92M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.89K- 40.83% |
$505K - $637K
|
9.99K
$940K
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2K- 33.33% |
$147K - $185K
|
4K
$377K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-715- 95.21% |
$52.4K - $66.1K
|
36
$3.39K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-599- 20.99% |
$43.9K - $55.4K
|
2.26K
$212K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-490- 74.24% |
$35.9K - $45.3K
|
170
$16K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-430- 7.92% |
$31.5K - $39.8K
|
5K
$471K
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-427- 50.0% |
$31.3K - $39.5K
|
427
$40.2K
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-111- 3.55% |
$8.13K - $10.3K
|
3.02K
$284K
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-74- 2.64% |
$5.42K - $6.84K
|
2.73K
$257K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61- 15.8% |
$4.47K - $5.64K
|
325
$30.6K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-47- 70.15% |
$3.44K - $4.35K
|
20
$1.88K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-225K- 43.0% |
$17.3M - $20.2M
|
298K
$28M
|
|
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
$544K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.1K- 1.32% |
$162K - $188K
|
157K
$14.8M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-676- 8.31% |
$52.1K - $60.7K
|
7.46K
$702K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-645- 79.34% |
$49.7K - $58K
|
168
$15.8K
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-626- 1.59% |
$48.3K - $56.3K
|
38.7K
$3.64M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-442- 13.39% |
$34.1K - $39.7K
|
2.86K
$269K
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-300- 9.39% |
$23.1K - $27K
|
2.9K
$273K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-265- 99.25% |
$20.4K - $23.8K
|
2
$188
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-234- 11.27% |
$18K - $21K
|
1.84K
$173K
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-171- 0.92% |
$13.2K - $15.4K
|
18.4K
$1.73M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-120- 2.86% |
$9.25K - $10.8K
|
4.08K
$384K
|