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 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.49KNew |
$117K - $142K
|
1.49K
$149K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.38K+ 1.0% |
$109K - $131K
|
139K
$13.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 4.46% |
$108K - $131K
|
32.2K
$3.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.32KNew |
$104K - $126K
|
1.32K
$133K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.22KNew |
$96.1K - $116K
|
1.22K
$122K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.2K+ 0.79% |
$94.6K - $114K
|
154K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.2K+ 3.11% |
$94.6K - $114K
|
39.9K
$4M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
1.17K+ 2.35% |
$92.3K - $112K
|
51.1K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.12K+ 13.7% |
$88K - $106K
|
9.28K
$931K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1K+ 97.6% |
$86.6K - $105K
|
2.23K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1K+ 7.43% |
$78.7K - $95.2K
|
14.5K
$1.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
993+ 0.7% |
$78.2K - $94.6K
|
142K
$14.3M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
975New |
$76.8K - $92.9K
|
975
$97.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
963+ 1.82% |
$75.8K - $91.7K
|
53.9K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
936+ 21.24% |
$73.7K - $89.1K
|
5.34K
$536K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
925+ 0.75% |
$72.8K - $88.1K
|
125K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
896New |
$70.5K - $85.3K
|
896
$89.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
893+ 2.54% |
$70.3K - $85K
|
36.1K
$3.62M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
850New |
$66.9K - $81K
|
850
$85.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
838+ 1.96% |
$66K - $79.8K
|
43.7K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
823+ 1.89% |
$64.8K - $78.4K
|
44.4K
$4.46M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
787+ 9.44% |
$62K - $75K
|
9.12K
$916K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
665+ 15.18% |
$52.4K - $63.3K
|
5.05K
$507K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
608+ 1.73% |
$47.9K - $57.9K
|
35.7K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
605+ 4.02% |
$47.6K - $57.6K
|
15.7K
$1.57M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
603+ 7.41% |
$47.5K - $57.4K
|
8.74K
$877K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
598+ 11.1% |
$47.1K - $57K
|
5.98K
$601K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
590New |
$46.5K - $56.2K
|
590
$59.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
578+ 3.25% |
$45.5K - $55K
|
18.4K
$1.85M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
534+ 1089.8% |
$42K - $50.9K
|
583
$58.5K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
474New |
$37.3K - $45.1K
|
474
$47.6K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
461+ 4.99% |
$36.3K - $43.9K
|
9.69K
$973K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
448+ 64.93% |
$35.3K - $42.7K
|
1.14K
$114K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
433+ 3.95% |
$34.1K - $41.2K
|
11.4K
$1.14M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
410New |
$32.3K - $39K
|
410
$41.1K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
321+ 4.38% |
$25.3K - $30.6K
|
7.65K
$768K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
309+ 1.83% |
$24.3K - $29.4K
|
17.2K
$1.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
293+ 1.55% |
$23.1K - $27.9K
|
19.3K
$1.93M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
279+ 3.64% |
$22K - $26.6K
|
7.95K
$798K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
258+ 3.73% |
$20.3K - $24.6K
|
7.17K
$720K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
248+ 8.89% |
$19.5K - $23.6K
|
3.04K
$305K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
210New |
$16.5K - $20K
|
210
$21.1K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
196+ 0.3% |
$15.4K - $18.7K
|
66K
$6.63M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
195+ 2.73% |
$15.4K - $18.6K
|
7.33K
$735K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
182+ 1.62% |
$14.3K - $17.3K
|
11.4K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
173+ 35.23% |
$13.6K - $16.5K
|
664
$66.6K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
169New |
$13.3K - $16.1K
|
169
$17K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
169New |
$13.3K - $16.1K
|
169
$17K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
166New |
$13.1K - $15.8K
|
166
$16.7K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
153New |
$12K - $14.6K
|
153
$15.4K
|