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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-115- 2.67% |
$8.87K - $10.3K
|
4.19K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-39- 5.16% |
$3.01K - $3.5K
|
717
$67.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-30- 0.45% |
$2.31K - $2.7K
|
6.58K
$619K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-30- 60.0% |
$2.31K - $2.7K
|
20
$1.88K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-19- 57.58% |
$1.47K - $1.71K
|
14
$1.32K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-78.3K- 64.31% |
$6.31M - $6.78M
|
43.5K
$4.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-12.9K- 79.57% |
$1.04M - $1.11M
|
3.31K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.4K- 75.41% |
$920K - $989K
|
3.73K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-10.1K- 59.88% |
$816K - $878K
|
6.8K
$640K
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-7.29K- 42.44% |
$587K - $631K
|
9.89K
$931K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.11K- 56.67% |
$170K - $183K
|
1.61K
$152K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.22K- 0.53% |
$98.3K - $106K
|
230K
$21.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.05K- 22.27% |
$84.7K - $91K
|
3.67K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-463- 79.42% |
$37.3K - $40.1K
|
120
$11.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-351- 26.98% |
$28.3K - $30.4K
|
950
$89.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-338- 12.02% |
$27.2K - $29.3K
|
2.47K
$233K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-220- 32.54% |
$17.7K - $19K
|
456
$42.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-200- 29.24% |
$16.1K - $17.3K
|
484
$45.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-135- 4.37% |
$10.9K - $11.7K
|
2.96K
$278K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-82- 2.95% |
$6.6K - $7.1K
|
2.7K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-58- 80.56% |
$4.67K - $5.02K
|
14
$1.32K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-55- 11.41% |
$4.43K - $4.76K
|
427
$40.2K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-50- 0.79% |
$4.03K - $4.33K
|
6.25K
$588K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 14.29% |
$805 - $865
|
60
$5.65K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 0.19% |
$483 - $519
|
3.16K
$297K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-301K- 90.46% |
$23.7M - $28.7M
|
31.8K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-107K- 99.84% |
$8.44M - $10.2M
|
171
$16.1K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-22.9K- 63.86% |
$1.8M - $2.18M
|
13K
$1.22M
|
|
|
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
$230K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.75K- 91.95% |
$138K - $166K
|
153
$14.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.1K- 1.73% |
$86.8K - $105K
|
62.5K
$5.89M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-325- 6.74% |
$25.6K - $31K
|
4.5K
$424K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-270- 8.33% |
$21.3K - $25.7K
|
2.97K
$280K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-219- 53.16% |
$17.2K - $20.9K
|
193
$18.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-90- 84.11% |
$7.09K - $8.57K
|
17
$1.6K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-52- 0.4% |
$4.09K - $4.95K
|
12.8K
$1.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 1.96% |
$3.94K - $4.76K
|
2.5K
$235K
|
|
|
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
$61.6K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10- 0.26% |
$787 - $952
|
3.81K
$359K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-88.5K- 90.41% |
$6.81M - $7.89M
|
9.39K
$884K
|
|
|
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
$32.9K
|
|
|
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
$254K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-539- 19.08% |
$41.5K - $48.1K
|
2.29K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-490- 7.62% |
$37.7K - $43.7K
|
5.94K
$559K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-375- 18.75% |
$28.9K - $33.4K
|
1.63K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-350- 10.69% |
$26.9K - $31.2K
|
2.92K
$275K
|
|