Purchases and Sales Made in Q1 2023 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
14.1KNew |
$1.11M - $1.35M
|
14.1K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.07M - $1.29M
|
13.5K
$1.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.4KNew |
$1.06M - $1.28M
|
13.4K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.5K+ 399.74% |
$985K - $1.19M
|
15.6K
$1.57M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4K+ 16.21% |
$974K - $1.18M
|
88.6K
$8.9M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
12K+ 27.33% |
$942K - $1.14M
|
55.8K
$5.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1K+ 21.18% |
$874K - $1.06M
|
63.5K
$6.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
8.78K+ 58.09% |
$691K - $836K
|
23.9K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.25K+ 59.3% |
$650K - $786K
|
22.2K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.88KNew |
$621K - $751K
|
7.88K
$791K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.63KNew |
$601K - $727K
|
7.63K
$766K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.09KNew |
$558K - $675K
|
7.09K
$712K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.09KNew |
$558K - $675K
|
7.09K
$711K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.94KNew |
$546K - $661K
|
6.94K
$696K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.8KNew |
$536K - $648K
|
6.8K
$683K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6.53KNew |
$514K - $622K
|
6.53K
$656K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.52K+ 6.9% |
$513K - $621K
|
101K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.36KNew |
$501K - $606K
|
6.36K
$638K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.22K+ 82.91% |
$490K - $592K
|
13.7K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.11KNew |
$481K - $582K
|
6.11K
$613K
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
6KNew |
$472K - $571K
|
6K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.74KNew |
$452K - $546K
|
5.74K
$576K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.08KNew |
$400K - $484K
|
5.08K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.05KNew |
$397K - $481K
|
5.05K
$507K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.93KNew |
$388K - $470K
|
4.93K
$495K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4.89KNew |
$385K - $465K
|
4.89K
$490K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.86KNew |
$383K - $463K
|
4.86K
$488K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.81K+ 159.15% |
$379K - $458K
|
7.83K
$786K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.52KNew |
$356K - $431K
|
4.52K
$454K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.2K+ 66.83% |
$330K - $400K
|
10.5K
$1.05M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.02KNew |
$317K - $383K
|
4.02K
$404K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.89K+ 8.19% |
$306K - $371K
|
51.4K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.63K+ 2.63% |
$286K - $346K
|
141K
$14.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52K+ 66.18% |
$277K - $335K
|
8.84K
$887K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.49KNew |
$274K - $332K
|
3.49K
$350K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.98K+ 8.99% |
$234K - $284K
|
36.1K
$3.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.86K+ 9.82% |
$225K - $273K
|
32K
$3.21M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
2.78KNew |
$219K - $265K
|
2.78K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.7KNew |
$213K - $258K
|
2.7K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.56K+ 40.68% |
$201K - $243K
|
8.84K
$887K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.45K+ 21.97% |
$193K - $233K
|
13.6K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.43K+ 31.27% |
$191K - $231K
|
10.2K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.42KNew |
$190K - $230K
|
2.42K
$242K
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
2.4K+ 9.34% |
$189K - $229K
|
28.1K
$2.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.38KNew |
$188K - $227K
|
2.38K
$239K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.96K+ 5.44% |
$155K - $187K
|
38.1K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.8K+ 12.77% |
$141K - $171K
|
15.9K
$1.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Passaic Partners LLC
|
BUY
|
- |
1.72K+ 1.22% |
$135K - $164K
|
143K
$14.3M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.65K+ 68.53% |
$130K - $157K
|
4.05K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.52K+ 6.48% |
$120K - $145K
|
25K
$2.51M
|