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 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-355- 56.35% |
$27.9K - $33.8K
|
275
$27.6K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-416- 5.76% |
$32.8K - $39.6K
|
6.8K
$682K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-426- 0.52% |
$33.5K - $40.6K
|
82K
$8.23M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-431- 2.22% |
$33.9K - $41K
|
19K
$1.91M
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-438- 2.36% |
$34.5K - $41.7K
|
18.2K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-465- 2.69% |
$36.6K - $44.3K
|
16.8K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-470- 40.73% |
$37K - $44.8K
|
684
$68.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-472- 0.92% |
$37.2K - $45K
|
50.6K
$5.07M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-483- 3.63% |
$38K - $46K
|
12.8K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-487- 6.12% |
$38.3K - $46.4K
|
7.47K
$749K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-500- 8.4% |
$39.4K - $47.6K
|
5.45K
$547K
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-500- 9.21% |
$39.4K - $47.6K
|
4.93K
$495K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-504- 13.89% |
$39.7K - $48K
|
3.12K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-534- 91.6% |
$42K - $50.9K
|
49
$4.92K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-585- 10.48% |
$46.1K - $55.7K
|
5K
$501K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-640- 5.3% |
$50.4K - $61K
|
11.4K
$1.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-666- 19.21% |
$52.4K - $63.4K
|
2.8K
$281K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-711- 19.74% |
$56K - $67.7K
|
2.89K
$290K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-733- 1.82% |
$57.7K - $69.8K
|
39.5K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-750- 7.9% |
$59K - $71.4K
|
8.74K
$877K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-774- 3.76% |
$60.9K - $73.7K
|
19.8K
$1.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-827- 6.43% |
$65.1K - $78.8K
|
12K
$1.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-859- 57.15% |
$67.6K - $81.8K
|
644
$64.6K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-869- 4.89% |
$68.4K - $82.8K
|
16.9K
$1.7M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-870- 11.64% |
$68.5K - $82.9K
|
6.61K
$663K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-874- 11.22% |
$68.8K - $83.2K
|
6.91K
$694K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-892- 5.15% |
$70.2K - $85K
|
16.4K
$1.65M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-900- 13.48% |
$70.9K - $85.7K
|
5.78K
$580K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-918- 7.4% |
$72.3K - $87.4K
|
11.5K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-958- 3.76% |
$75.4K - $91.2K
|
24.5K
$2.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.1K- 1.73% |
$86.8K - $105K
|
62.5K
$6.28M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.15K- 12.1% |
$90.9K - $110K
|
8.38K
$841K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.17K- 46.1% |
$92.1K - $111K
|
1.37K
$137K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.23K- 1.16% |
$96.5K - $117K
|
105K
$10.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.26K- 11.13% |
$99K - $120K
|
10K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.28K- 7.96% |
$101K - $122K
|
14.8K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.29K- 20.99% |
$101K - $123K
|
4.85K
$486K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.33K- 19.78% |
$105K - $127K
|
5.4K
$541K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.34K- 14.08% |
$105K - $128K
|
8.17K
$820K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.36K- 6.81% |
$107K - $130K
|
18.6K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.41K- 18.82% |
$111K - $134K
|
6.09K
$611K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.41K- 34.64% |
$111K - $135K
|
2.67K
$268K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.42K- 11.48% |
$112K - $135K
|
11K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.43K- 26.84% |
$112K - $136K
|
3.88K
$390K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.47K- 0.79% |
$115K - $140K
|
183K
$18.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.49K- 13.72% |
$118K - $142K
|
9.39K
$942K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.53K- 4.0% |
$120K - $146K
|
36.7K
$3.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.56K- 12.09% |
$123K - $148K
|
11.3K
$1.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.75K- 91.95% |
$138K - $166K
|
153
$15.4K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.92K- 12.02% |
$151K - $183K
|
14.1K
$1.41M
|