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 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.41K+ 12.9% |
$209K - $249K
|
21.1K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$86.9 - $104
|
5K
$467K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-16.2K- 42.81% |
$1.41M - $1.68M
|
21.7K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.25% |
$695 - $829
|
3.19K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
77.5KNew |
$6.74M - $8.03M
|
77.5K
$7.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.3K- 25.1% |
$113K - $135K
|
3.88K
$362K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
43.8KNew |
$3.81M - $4.54M
|
43.8K
$4.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
43+ 0.4% |
$3.74K - $4.46K
|
10.8K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18.4KNew |
$1.6M - $1.9M
|
18.4K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.2K+ 161.01% |
$974K - $1.16M
|
18.2K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.64K- 8.83% |
$143K - $170K
|
17K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-10- 0.57% |
$869 - $1.04K
|
1.75K
$163K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 20.42% |
$227K - $271K
|
10.2K
$952K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$435 - $518
|
2.48K
$231K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
17.8KNew |
$1.55M - $1.85M
|
17.8K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.2K+ 104.62% |
$2.54M - $3.02M
|
57.1K
$5.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-15K- 3.09% |
$1.31M - $1.56M
|
472K
$44.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.33KNew |
$376K - $448K
|
4.33K
$404K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.46K- 8.39% |
$301K - $359K
|
37.8K
$3.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
793+ 117.48% |
$68.9K - $82.2K
|
1.47K
$137K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
48+ 0.69% |
$4.17K - $4.97K
|
7.01K
$654K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
32+ 0.82% |
$2.78K - $3.32K
|
3.93K
$367K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 18.66% |
$111K - $133K
|
5.58K
$521K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
197+ 6.95% |
$17.1K - $20.4K
|
3.03K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.7K+ 127.65% |
$1.54M - $1.83M
|
31.5K
$2.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-200- 1.66% |
$17.4K - $20.7K
|
11.8K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 0.51% |
$3.56K - $4.25K
|
8.06K
$753K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-21- 91.3% |
$1.83K - $2.18K
|
2
$187
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-700- 2.33% |
$60.9K - $72.5K
|
29.4K
$2.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
247+ 8.59% |
$21.5K - $25.6K
|
3.12K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
14.3KNew |
$1.25M - $1.48M
|
14.3K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.01KNew |
$175K - $209K
|
2.01K
$188K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
1.04K+ 7.93% |
$90.6K - $108K
|
14.2K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.52K+ 31.97% |
$132K - $158K
|
6.28K
$587K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
328+ 5.32% |
$28.5K - $34K
|
6.49K
$606K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-50- 0.59% |
$4.35K - $5.18K
|
8.47K
$791K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
17+ 0.69% |
$1.48K - $1.76K
|
2.49K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.84% |
$261 - $311
|
353
$33K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.86KNew |
$509K - $607K
|
5.86K
$547K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-41- 3.34% |
$3.56K - $4.25K
|
1.19K
$111K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21- 0.73% |
$1.83K - $2.18K
|
2.85K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-168- 4.61% |
$14.6K - $17.4K
|
3.47K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.23K+ 55.72% |
$716K - $853K
|
23K
$2.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Navi Inc.
|
BUY
|
- |
9.76K+ 0.22% |
$848K - $1.01M
|
4.39M
$410M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.99K- 39.26% |
$260K - $309K
|
4.62K
$432K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 7.69% |
$86.9 - $104
|
14
$1.31K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
74.4K+ 2849.16% |
$6.46M - $7.7M
|
77K
$7.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.3K+ 113.62% |
$1.33M - $1.58M
|
28.7K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-29- 0.24% |
$2.52K - $3K
|
12.1K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-24.6K- 86.42% |
$2.14M - $2.55M
|
3.87K
$361K
|