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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
110+ 4.08% |
$10.4K - $10.8K
|
2.81K
$267K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11.8K- 53.8% |
$1.11M - $1.16M
|
10.1K
$960K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
514+ 5.18% |
$48.4K - $50.6K
|
10.4K
$990K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$94.2 - $98.5
|
2.14K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
24+ 0.15% |
$2.26K - $2.36K
|
16.2K
$1.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.4K+ 5.09% |
$226K - $237K
|
49.6K
$4.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.84K- 5.24% |
$267K - $279K
|
51.3K
$4.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-35- 50.0% |
$3.3K - $3.45K
|
35
$3.32K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-60- 1.04% |
$5.65K - $5.91K
|
5.72K
$542K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.1KClosed |
$574K - $600K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.49K- 8.89% |
$140K - $146K
|
15.2K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$1.24M - $1.29M
|
13.1K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-116- 1.42% |
$10.9K - $11.4K
|
8.03K
$762K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-75- 8.13% |
$7.06K - $7.38K
|
847
$80.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-153- 5.16% |
$14.4K - $15.1K
|
2.81K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.11% |
$282 - $295
|
2.77K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
32+ 0.18% |
$3.01K - $3.15K
|
17.4K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-139- 0.4% |
$13.1K - $13.7K
|
34.9K
$3.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.04K+ 3.99% |
$569K - $595K
|
157K
$14.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.06K+ 2.04% |
$99.6K - $104K
|
53K
$5.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-7.05K- 29.9% |
$664K - $694K
|
16.5K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-633- 10.98% |
$59.6K - $62.3K
|
5.13K
$487K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
20+ 0.25% |
$1.88K - $1.97K
|
8.16K
$775K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
39+ 72.22% |
$3.67K - $3.84K
|
93
$8.82K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-165- 0.47% |
$15.5K - $16.2K
|
35.2K
$3.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.1KNew |
$1.52M - $1.59M
|
16.1K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-180- 81.08% |
$16.9K - $17.7K
|
42
$3.98K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.3K+ 58.12% |
$405K - $423K
|
11.7K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
277+ 21.56% |
$26.1K - $27.3K
|
1.56K
$148K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
175New |
$16.5K - $17.2K
|
175
$16.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.53K- 1.31% |
$144K - $151K
|
116K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
181+ 4.1% |
$17K - $17.8K
|
4.59K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.05K+ 5.74% |
$98.9K - $103K
|
19.3K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-125- 1.14% |
$11.8K - $12.3K
|
10.9K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.01KNew |
$95.1K - $99.4K
|
1.01K
$95.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
73+ 0.71% |
$6.87K - $7.19K
|
10.4K
$987K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.31K- 7.17% |
$405K - $424K
|
55.7K
$5.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-10- 0.07% |
$942 - $985
|
14.3K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
245+ 6.84% |
$23.1K - $24.1K
|
3.83K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
30+ 0.63% |
$2.82K - $2.95K
|
4.82K
$458K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
297+ 4.32% |
$28K - $29.2K
|
7.17K
$680K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
604+ 10.69% |
$56.9K - $59.5K
|
6.26K
$594K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
27+ 0.82% |
$2.54K - $2.66K
|
3.32K
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
195+ 1.68% |
$18.4K - $19.2K
|
11.8K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.6K- 96.27% |
$1.19M - $1.24M
|
488
$46.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.21K- 4.28% |
$208K - $217K
|
49.4K
$4.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-440- 4.39% |
$41.4K - $43.3K
|
9.58K
$908K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.07K- 3.65% |
$100K - $105K
|
28.1K
$2.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.5K- 6.55% |
$141K - $148K
|
21.4K
$2.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.34K+ 3.07% |
$220K - $230K
|
78.4K
$7.44M
|
|