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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-338- 12.02% |
$27.2K - $29.3K
|
2.47K
$248K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-300- 10.8% |
$24.2K - $26K
|
2.48K
$249K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-220- 32.54% |
$17.7K - $19K
|
456
$45.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-200- 29.24% |
$16.1K - $17.3K
|
484
$48.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-135- 4.37% |
$10.9K - $11.7K
|
2.96K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-127- 75.15% |
$10.2K - $11K
|
42
$4.22K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-82- 2.95% |
$6.6K - $7.1K
|
2.7K
$270K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-72- 4.84% |
$5.8K - $6.23K
|
1.42K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-58- 80.56% |
$4.67K - $5.02K
|
14
$1.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-55- 11.41% |
$4.43K - $4.76K
|
427
$42.9K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-50- 0.79% |
$4.03K - $4.33K
|
6.25K
$627K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 10.79% |
$1.21K - $1.3K
|
124
$12.4K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 14.29% |
$805 - $865
|
60
$6.02K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 0.19% |
$483 - $519
|
3.16K
$317K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.08M- 90.08% |
$85.1M - $103M
|
119K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-301K- 90.46% |
$23.7M - $28.7M
|
31.8K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-107K- 99.84% |
$8.44M - $10.2M
|
171
$17.2K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-22.9K- 63.86% |
$1.8M - $2.18M
|
13K
$1.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.87KClosed |
$304K - $368K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 46.15% |
$165K - $200K
|
2.45K
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.75K- 91.95% |
$138K - $166K
|
153
$15.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.1K- 1.73% |
$86.8K - $105K
|
62.5K
$6.28M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-325- 6.74% |
$25.6K - $31K
|
4.5K
$452K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-270- 8.33% |
$21.3K - $25.7K
|
2.97K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-219- 53.16% |
$17.2K - $20.9K
|
193
$19.4K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-219- 23.83% |
$17.2K - $20.9K
|
700
$70.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-90- 84.11% |
$7.09K - $8.57K
|
17
$1.71K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-52- 0.4% |
$4.09K - $4.95K
|
12.8K
$1.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 1.96% |
$3.94K - $4.76K
|
2.5K
$251K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-40Closed |
$3.15K - $3.81K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-35- 5.08% |
$2.76K - $3.33K
|
654
$65.6K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10- 0.26% |
$787 - $952
|
3.81K
$383K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-88.5K- 90.41% |
$6.81M - $7.89M
|
9.39K
$942K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-28.2KClosed |
$2.17M - $2.51M
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-17.7K- 98.07% |
$1.37M - $1.58M
|
349
$35K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.05KClosed |
$466K - $540K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.61K- 49.15% |
$201K - $233K
|
2.7K
$271K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-539- 19.08% |
$41.5K - $48.1K
|
2.29K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-490- 7.62% |
$37.7K - $43.7K
|
5.94K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-375- 18.75% |
$28.9K - $33.4K
|
1.63K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-350- 10.69% |
$26.9K - $31.2K
|
2.92K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-206- 1.2% |
$15.9K - $18.4K
|
16.9K
$1.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-56- 1.13% |
$4.31K - $4.99K
|
4.89K
$490K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 9.57% |
$693 - $803
|
85
$8.53K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-64KClosed |
$5.16M - $6.6M
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-17.8K- 85.62% |
$1.43M - $1.83M
|
2.99K
$300K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-10.4K- 70.21% |
$838K - $1.07M
|
4.41K
$442K
|
|
|
Nov 09, 2022
Q3 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
CALL |
-5K- 22.52% |
$403K - $516K
|
17.2K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.26K- 45.2% |
$263K - $337K
|
3.95K
$397K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.07K- 43.21% |
$248K - $317K
|
4.04K
$405K
|
|