Latest Institutional Sells of Ishares Tr (IYR)

IYR Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Tr (IYR) stock that were sells. 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 sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-61
- 15.8%
$4.47K - $5.64K
325 $30.8K
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

SELL
 -
-47
- 70.15%
$3.44K - $4.35K
20 $1.9K
Q3 2023
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
SELL
 PUT
-225K
- 43.0%
$17.3M - $20.2M
298K $28.2M
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-2.17K
Closed
$168K - $195K
0 $0
Oct 30, 2023 Q3 2023
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
SELL
 -
-2.12K
- 26.81%
$163K - $190K
5.77K $548K
Nov 02, 2023 Q3 2023
Estate Counselors, LLC

SELL
 -
-2.1K
- 1.32%
$162K - $188K
157K $14.9M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-676
- 8.31%
$52.1K - $60.7K
7.46K $708K
Oct 10, 2023 Q3 2023
Tsfg, LLC

SELL
 -
-645
- 79.34%
$49.7K - $58K
168 $15.9K
Nov 02, 2023 Q3 2023
Banque Pictet & Cie Sa

SELL
 -
-626
- 1.59%
$48.3K - $56.3K
38.7K $3.67M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

SELL
 -
-442
- 13.39%
$34.1K - $39.7K
2.86K $271K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-265
- 99.25%
$20.4K - $23.8K
2 $190
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

SELL
 -
-234
- 11.27%
$18K - $21K
1.84K $175K
Oct 18, 2023 Q3 2023
Investments & Financial Planning, LLC

Lexington, KY
SELL
 -
-171
- 0.92%
$13.2K - $15.4K
18.4K $1.75M
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

SELL
 -
-120
- 2.86%
$9.25K - $10.8K
4.08K $387K
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-39
- 5.16%
$3.01K - $3.5K
717 $68K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
SELL
 -
-30
- 0.45%
$2.31K - $2.7K
6.58K $624K
Oct 27, 2023 Q3 2023
Whittier Trust CO

SELL
 -
-30
- 60.0%
$2.31K - $2.7K
20 $1.9K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-19
- 57.58%
$1.47K - $1.71K
14 $1.33K
Q2 2023
Aug 11, 2023 Q2 2023
Weiss Asset Management LP

Boston, MA
SELL
 -
-78.3K
- 64.31%
$6.31M - $6.78M
43.5K $4.12M
Jul 14, 2023 Q2 2023
Enzi Wealth

Austin, TX
SELL
 -
-12.9K
- 79.57%
$1.04M - $1.11M
3.31K $314K
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-11.4K
- 75.41%
$920K - $989K
3.73K $353K
Aug 10, 2023 Q2 2023
Moran Wealth Management, LLC

Naples, FL
SELL
 -
-10.1K
- 59.88%
$816K - $878K
6.8K $645K
Jul 25, 2023 Q2 2023
Independent Family Office, LLC

SELL
 -
-7.29K
- 42.44%
$587K - $631K
9.89K $938K
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
SELL
 -
-2.11K
- 56.67%
$170K - $183K
1.61K $153K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-1.22K
- 0.53%
$98.3K - $106K
230K $21.8M
Jul 20, 2023 Q2 2023
Pfg Advisors

SELL
 -
-1.05K
- 22.27%
$84.7K - $91K
3.67K $348K
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-463
- 79.42%
$37.3K - $40.1K
120 $11.4K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-351
- 26.98%
$28.3K - $30.4K
950 $90.1K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
SELL
 -
-338
- 12.02%
$27.2K - $29.3K
2.47K $235K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-200
- 29.24%
$16.1K - $17.3K
484 $45.9K
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-135
- 4.37%
$10.9K - $11.7K
2.96K $280K
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
SELL
 -
-82
- 2.95%
$6.6K - $7.1K
2.7K $256K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-58
- 80.56%
$4.67K - $5.02K
14 $1.33K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

SELL
 -
-55
- 11.41%
$4.43K - $4.76K
427 $40.5K
Aug 29, 2024 Q2 2023
Waldron Private Wealth LLC

SELL
 -
-50
- 0.79%
$4.03K - $4.33K
6.25K $593K
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
SELL
 -
-10
- 14.29%
$805 - $865
60 $5.69K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

SELL
 -
-6
- 0.19%
$483 - $519
3.16K $300K
Q1 2023
May 10, 2023 Q1 2023
Ergoteles LLC

New York, NY
SELL
 -
-301K
- 90.46%
$23.7M - $28.7M
31.8K $3.02M
May 12, 2023 Q1 2023
Natixis

Paris, I0
SELL
 -
-107K
- 99.84%
$8.44M - $10.2M
171 $16.2K
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
SELL
 -
-22.9K
- 63.86%
$1.8M - $2.18M
13K $1.23M
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

SELL
 -
-3.87K
Closed
$304K - $368K
0 $0
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-2.1K
- 46.15%
$165K - $200K
2.45K $232K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-1.75K
- 91.95%
$138K - $166K
153 $14.5K
Apr 25, 2023 Q1 2023
Twele Capital Management, Inc.

SELL
 -
-1.1K
- 1.73%
$86.8K - $105K
62.5K $5.93M
May 10, 2023 Q1 2023
Tocqueville Asset Management L.P.

New York, NY
SELL
 -
-325
- 6.74%
$25.6K - $31K
4.5K $427K
May 08, 2023 Q1 2023
Sonata Capital Group Inc

SELL
 -
-270
- 8.33%
$21.3K - $25.7K
2.97K $282K
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
SELL
 -
-219
- 53.16%
$17.2K - $20.9K
193 $18.3K
Apr 20, 2023 Q1 2023
Pflug Koory, LLC

SELL
 -
-90
- 84.11%
$7.09K - $8.57K
17 $1.61K
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

SELL
 -
-52
- 0.4%
$4.09K - $4.95K
12.8K $1.21M

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