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 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-262- 2.79% |
$24.7K - $25.8K
|
9.12K
$866K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-75- 11.23% |
$7.06K - $7.38K
|
593
$56.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.95K- 30.84% |
$843K - $881K
|
20.1K
$1.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.02K- 23.77% |
$95.7K - $100K
|
3.26K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1New |
$94.2 - $98.5
|
1
$94.9
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 25.16% |
$482K - $504K
|
15.2K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-372- 22.09% |
$35K - $36.6K
|
1.31K
$124K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.02% |
$94.2 - $98.5
|
5.91K
$561K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
98New |
$9.23K - $9.65K
|
98
$9.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
24+ 0.8% |
$2.26K - $2.36K
|
3.01K
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
329+ 8.68% |
$31K - $32.4K
|
4.12K
$391K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-148- 0.8% |
$13.9K - $14.6K
|
18.4K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
33+ 0.97% |
$3.11K - $3.25K
|
3.44K
$326K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
16New |
$1.51K - $1.58K
|
16
$1.52K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
346+ 38.02% |
$32.6K - $34.1K
|
1.26K
$119K
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-1.5K- 28.12% |
$142K - $148K
|
3.84K
$365K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
563+ 1.21% |
$53K - $55.4K
|
47.3K
$4.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-383- 1.88% |
$36.1K - $37.7K
|
20K
$1.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2New |
$188 - $197
|
2
$190
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-59- 0.09% |
$5.56K - $5.81K
|
69.2K
$6.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-86- 1.94% |
$8.1K - $8.47K
|
4.34K
$412K
|
|
|
Oct 15, 2025
Q3 2025
|
Wealth Navi Inc.
|
BUY
|
- |
404K+ 8.24% |
$38M - $39.7M
|
5.3M
$503M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-277- 5.49% |
$26.1K - $27.3K
|
4.77K
$452K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-390- 47.85% |
$36.7K - $38.4K
|
425
$40.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-457- 9.96% |
$43K - $45K
|
4.13K
$392K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-350- 2.28% |
$33K - $34.5K
|
15K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.79KNew |
$263K - $275K
|
2.79K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-390- 17.87% |
$36.7K - $38.4K
|
1.79K
$170K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
47+ 0.26% |
$4.43K - $4.63K
|
18.4K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-165- 2.07% |
$15.5K - $16.2K
|
7.81K
$741K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$377 - $394
|
10.6K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.18K- 88.75% |
$111K - $116K
|
149
$14.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56.7K- 81.12% |
$5.34M - $5.58M
|
13.2K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-473- 5.25% |
$44.5K - $46.6K
|
8.54K
$810K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
16+ 0.63% |
$1.51K - $1.58K
|
2.55K
$242K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
87New |
$8.19K - $8.57K
|
87
$8.25K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
BUY
|
- |
95+ 0.55% |
$8.95K - $9.35K
|
17.5K
$1.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.11K- 14.43% |
$293K - $306K
|
18.4K
$1.75M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-685- 3.53% |
$64.5K - $67.4K
|
18.7K
$1.78M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
2.07KNew |
$195K - $204K
|
2.07K
$197K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-7- 12.28% |
$659 - $689
|
50
$4.74K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.61% |
$753 - $788
|
1.32K
$125K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
683+ 0.48% |
$64.3K - $67.2K
|
143K
$13.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
140+ 2.95% |
$13.2K - $13.8K
|
4.89K
$463K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-26.6K- 84.45% |
$2.51M - $2.62M
|
4.9K
$465K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
190New |
$17.9K - $18.7K
|
190
$18K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-516- 2.49% |
$48.6K - $50.8K
|
20.2K
$1.92M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-49- 1.88% |
$4.61K - $4.82K
|
2.56K
$242K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-429- 7.53% |
$40.4K - $42.2K
|
5.27K
$500K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 2.13% |
$94.2 - $98.5
|
48
$4.55K
|
|