Latest Institutional Transactions on Ishares Tr (IYR)
This table provides information on the latest institutional transactions involving Ishares Tr (IYR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 10.68% |
$415K - $434K
|
45.7K
$4.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
90.4KNew |
$8.52M - $8.9M
|
90.4K
$8.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.14K+ 2.96% |
$107K - $112K
|
39.6K
$3.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-578- 4.54% |
$54.4K - $56.9K
|
12.2K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
11.6KNew |
$1.1M - $1.15M
|
11.6K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
272+ 7.54% |
$25.6K - $26.8K
|
3.88K
$368K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
164+ 0.88% |
$15.4K - $16.1K
|
18.8K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-449- 11.49% |
$42.3K - $44.2K
|
3.46K
$328K
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
51+ 1.17% |
$4.8K - $5.02K
|
4.4K
$418K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-173- 2.2% |
$16.3K - $17K
|
7.68K
$728K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.22K+ 11.75% |
$115K - $120K
|
11.6K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.52KNew |
$520K - $544K
|
5.52K
$524K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
618+ 8.81% |
$58.2K - $60.8K
|
7.63K
$724K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.91K- 4.6% |
$274K - $287K
|
60.4K
$5.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2New |
$188 - $197
|
2
$190
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$94.2 - $98.5
|
1.35K
$128K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-250- 2.82% |
$23.5K - $24.6K
|
8.63K
$819K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
647+ 10.3% |
$60.9K - $63.7K
|
6.93K
$657K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.42K+ 6.92% |
$793K - $829K
|
130K
$12.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.11K- 3.81% |
$105K - $109K
|
28K
$2.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-793- 2.73% |
$74.7K - $78.1K
|
28.2K
$2.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.26% |
$565 - $591
|
2.31K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2K+ 4.22% |
$189K - $197K
|
49.4K
$4.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-544- 9.29% |
$51.2K - $53.6K
|
5.31K
$504K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.1K- 92.34% |
$3.02M - $3.16M
|
2.66K
$253K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 6.67% |
$94.2 - $98.5
|
16
$1.52K
|
|
|
Nov 03, 2025
Q3 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-1.1K- 83.33% |
$104K - $108K
|
220
$20.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.74KNew |
$446K - $467K
|
4.74K
$450K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-58- 0.84% |
$5.46K - $5.71K
|
6.89K
$654K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$94.2 - $98.5
|
3.62K
$343K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.08KNew |
$102K - $106K
|
1.08K
$102K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.07K+ 93.92% |
$195K - $204K
|
4.27K
$405K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
215+ 2.63% |
$20.2K - $21.2K
|
8.4K
$797K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
208+ 5.61% |
$19.6K - $20.5K
|
3.92K
$372K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20+ 2.53% |
$1.88K - $1.97K
|
810
$76.9K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-705- 6.72% |
$66.4K - $69.4K
|
9.78K
$928K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
471+ 1.93% |
$44.3K - $46.4K
|
24.9K
$2.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
524+ 85.2% |
$49.3K - $51.6K
|
1.14K
$108K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.44K+ 5.52% |
$136K - $142K
|
27.5K
$2.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
25+ 0.07% |
$2.35K - $2.46K
|
34.5K
$3.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-210- 3.06% |
$19.8K - $20.7K
|
6.65K
$631K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
14New |
$1.32K - $1.38K
|
14
$1.33K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-94- 1.22% |
$8.85K - $9.26K
|
7.62K
$723K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.03% |
$94.2 - $98.5
|
2.93K
$278K
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-28- 0.83% |
$2.64K - $2.76K
|
3.34K
$317K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
25+ 0.08% |
$2.35K - $2.46K
|
31.9K
$3.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.16K+ 4.45% |
$109K - $114K
|
27.2K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-751- 7.48% |
$70.7K - $73.9K
|
9.29K
$882K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
2.65K+ 4.95% |
$249K - $260K
|
56.1K
$5.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
817+ 3.09% |
$76.9K - $80.4K
|
27.3K
$2.59M
|
|