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 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
126+ 1.49% |
$9.92K - $12K
|
8.59K
$862K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
120New |
$9.45K - $11.4K
|
120
$12K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
98+ 3.19% |
$7.72K - $9.33K
|
3.17K
$318K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
98New |
$7.72K - $9.33K
|
98
$9.84K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
90New |
$7.09K - $8.57K
|
90
$9.03K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
87New |
$6.85K - $8.29K
|
87
$8.73K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
85New |
$6.69K - $8.1K
|
85
$8.53K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
70+ 0.45% |
$5.51K - $6.67K
|
15.6K
$1.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
70+ 0.91% |
$5.51K - $6.67K
|
7.79K
$781K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
67+ 1.45% |
$5.27K - $6.38K
|
4.69K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62+ 2.32% |
$4.88K - $5.9K
|
2.74K
$275K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
58+ 2.73% |
$4.57K - $5.52K
|
2.18K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
55+ 14.07% |
$4.33K - $5.24K
|
446
$44.8K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
53+ 1.99% |
$4.17K - $5.05K
|
2.72K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
52+ 3.62% |
$4.09K - $4.95K
|
1.49K
$149K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
52+ 12.09% |
$4.09K - $4.95K
|
482
$48.4K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
50+ 0.8% |
$3.94K - $4.76K
|
6.3K
$632K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50New |
$3.94K - $4.76K
|
50
$5.02K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
42New |
$3.31K - $4K
|
42
$4.22K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
38+ 3.04% |
$2.99K - $3.62K
|
1.29K
$129K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
34New |
$2.68K - $3.24K
|
34
$3.41K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
33+ 0.21% |
$2.6K - $3.14K
|
15.7K
$1.58M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 44.62% |
$2.28K - $2.76K
|
94
$9.43K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.57% |
$1.73K - $2.1K
|
3.9K
$391K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
20New |
$1.57K - $1.9K
|
20
$2.01K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
19+ 2.92% |
$1.5K - $1.81K
|
670
$67.2K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
18+ 0.29% |
$1.42K - $1.71K
|
6.18K
$620K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
18+ 0.53% |
$1.42K - $1.71K
|
3.41K
$342K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
17+ 0.2% |
$1.34K - $1.62K
|
8.62K
$865K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
13+ 0.55% |
$1.02K - $1.24K
|
2.39K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
12+ 3.92% |
$945 - $1.14K
|
318
$31.9K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
9+ 0.27% |
$709 - $857
|
3.37K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7+ 0.16% |
$551 - $667
|
4.35K
$436K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.22% |
$472 - $571
|
2.67K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.49% |
$236 - $286
|
616
$61.8K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 4.69% |
$236 - $286
|
67
$6.72K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$236 - $286
|
2.55K
$256K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.37% |
$236 - $286
|
810
$81.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 11.76% |
$157 - $190
|
19
$1.91K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.06% |
$157 - $190
|
3.23K
$324K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.34% |
$157 - $190
|
586
$58.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.36% |
$157 - $190
|
560
$56.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$157 - $190
|
12.1K
$1.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.96% |
$78.7 - $95.2
|
105
$10.5K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6- 7.89% |
$472 - $571
|
70
$7.03K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-10- 0.27% |
$787 - $952
|
3.68K
$369K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10- 0.26% |
$787 - $952
|
3.81K
$383K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-12- 0.22% |
$945 - $1.14K
|
5.55K
$557K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 25.0% |
$1.5K - $1.81K
|
57
$5.72K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-20- 0.56% |
$1.57K - $1.9K
|
3.58K
$359K
|