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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-157- 1.68% |
$13.3K - $15.1K
|
9.18K
$871K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-53- 1.41% |
$4.48K - $5.1K
|
3.69K
$350K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-210- 86.78% |
$17.7K - $20.2K
|
32
$3.04K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 168.75% |
$9.12K - $10.4K
|
172
$16.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-173- 3.78% |
$14.6K - $16.7K
|
4.4K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.91% |
$84.5 - $96.3
|
111
$10.5K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-55- 22.63% |
$4.65K - $5.29K
|
188
$17.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
5.52KNew |
$466K - $531K
|
5.52K
$524K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.88K- 54.07% |
$497K - $566K
|
4.99K
$474K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-145- 66.21% |
$12.2K - $14K
|
74
$7.02K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
110+ 4.23% |
$9.29K - $10.6K
|
2.71K
$257K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.74KNew |
$400K - $456K
|
4.74K
$449K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
278+ 6.34% |
$23.5K - $26.8K
|
4.66K
$442K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 0.51% |
$1.18K - $1.35K
|
2.79K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.97KNew |
$250K - $285K
|
2.97K
$281K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
700+ 15.91% |
$59.1K - $67.4K
|
5.1K
$484K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
26.4K+ 5.0% |
$2.23M - $2.54M
|
553K
$52.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$12.2K - $13.9K
|
144
$13.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.01% |
$253 - $289
|
23.2K
$2.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-18.1K- 66.79% |
$1.53M - $1.74M
|
9K
$854K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-24- 0.58% |
$2.03K - $2.31K
|
4.11K
$390K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.57% |
$169 - $193
|
350
$33.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25+ 0.56% |
$2.11K - $2.41K
|
4.48K
$425K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
159+ 3.17% |
$13.4K - $15.3K
|
5.17K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-27- 1.05% |
$2.28K - $2.6K
|
2.53K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$84.5 - $96.3
|
2.3K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
34.7KNew |
$2.94M - $3.34M
|
34.7K
$3.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-430- 12.42% |
$36.3K - $41.4K
|
3.03K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-52.1K- 90.33% |
$4.4M - $5.01M
|
5.57K
$529K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-64- 6.48% |
$5.41K - $6.16K
|
924
$87.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
123KNew |
$10.4M - $11.8M
|
123K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
44.1K+ 14895.27% |
$3.72M - $4.24M
|
44.4K
$4.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 180.76% |
$357K - $407K
|
6.57K
$623K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-400- 9.56% |
$33.8K - $38.5K
|
3.79K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.98KClosed |
$590K - $672K
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
62.5KNew |
$5.28M - $6.02M
|
62.5K
$5.93M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 38.92% |
$118K - $134K
|
4.97K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
192New |
$16.2K - $18.5K
|
192
$18.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.18K+ 55.93% |
$184K - $210K
|
6.08K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-57- 80.28% |
$4.82K - $5.49K
|
14
$1.33K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
21.9KNew |
$1.85M - $2.11M
|
21.9K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
265+ 1.69% |
$22.4K - $25.5K
|
16K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-175- 4.96% |
$14.8K - $16.8K
|
3.35K
$318K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
155+ 4.95% |
$13.1K - $14.9K
|
3.29K
$312K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.18K+ 14.57% |
$184K - $209K
|
17.1K
$1.62M
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
153New |
$13.7K - $15.1K
|
153
$14.5K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 1.36% |
$122K - $135K
|
102K
$9.66M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
470New |
$42.1K - $46.5K
|
470
$44.6K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-361- 14.72% |
$32.3K - $35.7K
|
2.09K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
9.47KNew |
$848K - $938K
|
9.47K
$899K
|
|