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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
320New |
$31.7K - $36.9K
|
320
$29.9K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
193+ 30.39% |
$19.1K - $22.2K
|
828
$77.3K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$893 - $1.04K
|
9
$841
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 3.85% |
$99.2 - $115
|
27
$2.52K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
100KNew |
$10.3M - $11.6M
|
100K
$9.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
PUT |
5.1KNew |
$525K - $592K
|
5.1K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.43KNew |
$456K - $515K
|
4.43K
$414K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2KNew |
$206K - $232K
|
2K
$187K
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.86KNew |
$192K - $216K
|
1.86K
$174K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.57KNew |
$162K - $182K
|
1.57K
$147K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.02KNew |
$105K - $118K
|
1.02K
$94.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
580New |
$59.8K - $67.4K
|
580
$54.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
240New |
$24.7K - $27.9K
|
240
$22.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
125New |
$12.9K - $14.5K
|
125
$11.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
57New |
$5.87K - $6.62K
|
57
$5.32K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
33New |
$3.4K - $3.83K
|
33
$3.08K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.36KNew |
$241K - $262K
|
2.36K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
70New |
$7.16K - $7.79K
|
70
$6.54K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
5New |
$512 - $556
|
5
$467
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
CALL |
40KNew |
$3.74M - $4.2M
|
40K
$3.74M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
6.63KNew |
$620K - $696K
|
6.63K
$619K
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.3KNew |
$309K - $346K
|
3.3K
$308K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$18.7K - $21K
|
200
$18.7K
|
|
| Q1 2021 | |||||||
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
1.01KNew |
$83.3K - $93.9K
|
1.01K
$94.6K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.75KNew |
$288K - $325K
|
3.75K
$350K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
500New |
$38.4K - $43.4K
|
500
$46.7K
|
|
|
Jan 25, 2021
Q4 2020
|
Jnba Financial Advisors
|
BUY
|
- |
365New |
$28.1K - $31.6K
|
365
$34.1K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.74KNew |
$364K - $399K
|
4.74K
$443K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.85KNew |
$183K - $247K
|
2.85K
$266K
|
|
|
Jul 17, 2020
Q2 2020
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
131New |
$8.42K - $11.4K
|
131
$12.2K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.04% |
$64.2 - $86.8
|
2.5K
$233K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
683 Capital Management, LLC
New York, NY |
BUY
|
PUT |
40KNew |
$2.31M - $4.01M
|
40K
$3.74M
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
BUY
|
- |
18.3KNew |
$1.06M - $1.84M
|
18.3K
$1.71M
|
|
|
May 12, 2020
Q1 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
10KNew |
$578K - $1M
|
10K
$934K
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
2.5K+ 12.32% |
$145K - $251K
|
22.8K
$2.13M
|
|
|
May 07, 2020
Q1 2020
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
816New |
$47.2K - $81.8K
|
816
$76.2K
|
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
200New |
$11.6K - $20.1K
|
200
$18.7K
|
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$8.33K - $14.4K
|
144
$13.5K
|
|
| Q4 2019 | |||||||
|
Jan 31, 2020
Q4 2019
|
Financial Advisory Service, Inc.
|
BUY
|
- |
408New |
$36.5K - $38.9K
|
408
$38.1K
|
|
|
Jan 15, 2020
Q4 2019
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
158New |
$14.1K - $15.1K
|
158
$14.8K
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Qvr LLC
|
BUY
|
- |
13K+ 43.47% |
$1.19M - $1.22M
|
43K
$4.02M
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$101K - $104K
|
1.11K
$103K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.44% |
$91.5 - $93.8
|
226
$21.1K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
100KNew |
N/A
|
100K
$9.35M
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
57K+ 59.67% |
N/A
|
153K
$14.2M
|
|
|
Apr 24, 2019
Q1 2019
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.53KNew |
N/A
|
3.53K
$329K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
V3 Capital Management, L.P.
White Plains, NY |
BUY
|
- |
105KNew |
N/A
|
105K
$9.81M
|
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
37.9KNew |
N/A
|
37.9K
$3.54M
|
|
|
Feb 11, 2019
Q4 2018
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
11.8KNew |
N/A
|
11.8K
$1.1M
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7New |
N/A
|
7
$654
|
|