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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
22.5K+ 12.16% |
$1.65M - $2.08M
|
208K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.5KNew |
$1.57M - $1.98M
|
21.5K
$2M
|
|
|
Feb 16, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.47M - $1.85M
|
20K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
PUT |
20KNew |
$1.47M - $1.85M
|
20K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.4KNew |
$1.27M - $1.61M
|
17.4K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17KNew |
$1.25M - $1.57M
|
17K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$750K - $947K
|
10.2K
$957K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
7.82KNew |
$573K - $723K
|
7.82K
$730K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.15K+ 375.38% |
$378K - $477K
|
6.53K
$610K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.88K+ 79.1% |
$284K - $359K
|
8.79K
$821K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.81KNew |
$279K - $352K
|
3.81K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.8KNew |
$278K - $351K
|
3.8K
$354K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.64KNew |
$267K - $337K
|
3.64K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.64K+ 559.38% |
$266K - $336K
|
4.29K
$400K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.03KNew |
$222K - $280K
|
3.03K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.78KNew |
$203K - $257K
|
2.78K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.7KNew |
$198K - $250K
|
2.7K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$183K - $231K
|
2.5K
$234K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.35KNew |
$172K - $217K
|
2.35K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
2.2KNew |
$161K - $203K
|
2.2K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.5K+ 100.74% |
$110K - $139K
|
2.99K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.34K+ 25.72% |
$98.3K - $124K
|
6.56K
$612K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.11KNew |
$81.2K - $102K
|
1.11K
$103K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.1KNew |
$80.6K - $102K
|
1.1K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
886New |
$64.9K - $81.9K
|
886
$82.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
505+ 2.69% |
$37K - $46.7K
|
19.3K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
400New |
$29.3K - $37K
|
400
$37.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$22K - $27.7K
|
300
$28K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
300New |
$22K - $27.7K
|
300
$28K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$14.7K - $18.5K
|
200
$18.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200New |
$14.7K - $18.5K
|
200
$18.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
189+ 23.86% |
$13.8K - $17.5K
|
981
$91.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
137+ 3.89% |
$10K - $12.7K
|
3.66K
$342K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
118New |
$8.65K - $10.9K
|
118
$11K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$4.4K - $5.55K
|
60
$5.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
58New |
$4.25K - $5.36K
|
58
$5.42K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58New |
$4.25K - $5.36K
|
58
$5.42K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.56K - $3.24K
|
35
$3.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
27New |
$1.98K - $2.5K
|
27
$2.52K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
24+ 2400.0% |
$1.76K - $2.22K
|
25
$2.34K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
8New |
$586 - $740
|
8
$747
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 2.5% |
$220 - $277
|
123
$11.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.99% |
$220 - $277
|
154
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 12.5% |
$73.3 - $92.5
|
9
$841
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$73.3 - $92.5
|
1
$93.4
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
225KNew |
$17.4M - $20.2M
|
225K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
207KNew |
$16M - $18.6M
|
207K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
112KNew |
$8.67M - $10.1M
|
112K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
100KNew |
$7.71M - $8.99M
|
100K
$9.34M
|
|