Latest Institutional Purchases of Ishares Tr (IYR)
This list provides information on the latest institutional transactions involving Ishares Tr (IYR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Wealth Navi Inc.
|
BUY
|
- |
540K+ 10.2% |
$50.6M - $53.2M
|
5.84M
$554M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
64.8K+ 55.96% |
$6.07M - $6.38M
|
181K
$17.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.91K+ 31.78% |
$834K - $877K
|
36.9K
$3.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.67K+ 5.51% |
$812K - $854K
|
166K
$15.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.66K+ 287.35% |
$811K - $853K
|
11.7K
$1.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.7K+ 9.81% |
$721K - $758K
|
86.1K
$8.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
5.41KNew |
$507K - $533K
|
5.41K
$513K
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
4.79K+ 3.36% |
$449K - $472K
|
147K
$14M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.55KNew |
$426K - $448K
|
4.55K
$432K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.22KNew |
$395K - $415K
|
4.22K
$400K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41K+ 90.61% |
$226K - $238K
|
5.08K
$482K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.25K+ 7.06% |
$211K - $222K
|
34.1K
$3.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.08K+ 2.3% |
$195K - $205K
|
92.5K
$8.78M
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
1.87K+ 10.67% |
$175K - $184K
|
19.3K
$1.84M
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.59K+ 49.3% |
$149K - $156K
|
4.81K
$456K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 37.31% |
$144K - $151K
|
5.66K
$537K
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.34K+ 14.44% |
$126K - $132K
|
10.6K
$1.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.16K+ 4.27% |
$109K - $114K
|
28.4K
$2.69M
|
|
|
Jan 21, 2026
Q4 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.07K+ 5.55% |
$101K - $106K
|
20.4K
$1.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.01KNew |
$95K - $99.9K
|
1.01K
$96.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
678+ 3.62% |
$63.5K - $66.8K
|
19.4K
$1.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
665+ 15.32% |
$62.3K - $65.5K
|
5.01K
$475K
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
635+ 14.81% |
$59.5K - $62.5K
|
4.92K
$467K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
579+ 9.78% |
$54.2K - $57K
|
6.5K
$617K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
553+ 18.9% |
$51.8K - $54.5K
|
3.48K
$330K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
493+ 16.61% |
$46.2K - $48.6K
|
3.46K
$328K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
441+ 4.39% |
$41.3K - $43.4K
|
10.5K
$995K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
400+ 8.19% |
$37.5K - $39.4K
|
5.29K
$501K
|
|
|
Jan 23, 2026
Q4 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
343+ 4.78% |
$32.1K - $33.8K
|
7.51K
$713K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
303+ 2.02% |
$28.4K - $29.8K
|
15.3K
$1.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
261+ 1.42% |
$24.5K - $25.7K
|
18.7K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
159+ 145.87% |
$14.9K - $15.7K
|
268
$25.4K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
138New |
$12.9K - $13.6K
|
138
$13.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
107New |
$10K - $10.5K
|
107
$10.2K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
81+ 5.4% |
$7.59K - $7.98K
|
1.58K
$150K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
73+ 12.17% |
$6.84K - $7.19K
|
673
$63.9K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
67+ 3.23% |
$6.28K - $6.6K
|
2.14K
$203K
|
|
|
Jan 26, 2026
Q4 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
53+ 0.77% |
$4.97K - $5.22K
|
6.91K
$655K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
50+ 100.0% |
$4.68K - $4.93K
|
100
$9.49K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
45+ 0.63% |
$4.22K - $4.43K
|
7.18K
$681K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
25New |
$2.34K - $2.46K
|
25
$2.37K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
23+ 0.9% |
$2.15K - $2.27K
|
2.58K
$244K
|
|
|
Jan 27, 2026
Q4 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
15+ 0.29% |
$1.41K - $1.48K
|
5.19K
$492K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.77% |
$1.12K - $1.18K
|
1.57K
$149K
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11+ 0.17% |
$1.03K - $1.08K
|
6.5K
$616K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2+ 100.0% |
$187 - $197
|
4
$380
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.08% |
$187 - $197
|
2.56K
$243K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.77M+ 81.63% |
$261M - $273M
|
6.16M
$585M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
874K+ 49.83% |
$82.3M - $86.1M
|
2.63M
$249M
|
|
|
Nov 13, 2025
Q3 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
448K+ 52.4% |
$42.2M - $44.1M
|
1.3M
$124M
|
|