Purchases and Sales Made in Q1 2024 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q1 2024. 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, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.7KNew |
$657K - $710K
|
7.7K
$773K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.64K+ 6.79% |
$652K - $705K
|
120K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
7.15K+ 5.16% |
$610K - $660K
|
146K
$14.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.87K+ 28.74% |
$586K - $634K
|
30.8K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.77K+ 676900.0% |
$578K - $624K
|
6.77K
$679K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
6.74K+ 12.13% |
$575K - $621K
|
62.2K
$6.25M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.69K+ 4582.19% |
$571K - $617K
|
6.84K
$686K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.35K+ 16.21% |
$541K - $585K
|
45.5K
$4.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.21K+ 45.96% |
$445K - $481K
|
16.5K
$1.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.18KNew |
$442K - $477K
|
5.18K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$427K - $461K
|
5K
$502K
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
4.72K+ 16.74% |
$402K - $435K
|
32.9K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.58K+ 79.54% |
$391K - $422K
|
10.3K
$1.04M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.56K+ 4.18% |
$389K - $421K
|
114K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.33K+ 2.46% |
$370K - $399K
|
180K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.26KNew |
$363K - $392K
|
4.26K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.13KNew |
$352K - $380K
|
4.13K
$414K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.92K+ 6.4% |
$334K - $361K
|
65.2K
$6.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.84K+ 98.94% |
$328K - $354K
|
7.72K
$775K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.72K+ 17.46% |
$318K - $343K
|
25K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.47K+ 121.49% |
$296K - $320K
|
6.32K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
3.44K+ 17.52% |
$293K - $317K
|
23K
$2.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.13K+ 12.8% |
$267K - $289K
|
27.6K
$2.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.1K+ 100.0% |
$264K - $286K
|
6.2K
$622K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.92K+ 5.19% |
$249K - $270K
|
59.3K
$5.95M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
2.79K+ 4.96% |
$238K - $257K
|
59K
$5.92M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.77KNew |
$237K - $256K
|
2.77K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$236K - $255K
|
2.77K
$278K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.72K+ 9.18% |
$232K - $251K
|
32.4K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.7K+ 67.94% |
$231K - $249K
|
6.68K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.6K+ 650.0% |
$222K - $240K
|
3K
$301K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.49KNew |
$213K - $230K
|
2.49K
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.3K+ 17.81% |
$196K - $212K
|
15.2K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.28KNew |
$194K - $210K
|
2.28K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.07K+ 17.86% |
$176K - $191K
|
13.6K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.05K+ 1.89% |
$175K - $189K
|
110K
$11.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.96KNew |
$167K - $181K
|
1.96K
$197K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.88K+ 30.14% |
$161K - $174K
|
8.13K
$816K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.78K+ 15.03% |
$152K - $164K
|
13.6K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.7KNew |
$145K - $157K
|
1.7K
$171K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.69K+ 203.86% |
$144K - $156K
|
2.52K
$253K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 1871.43% |
$123K - $133K
|
1.52K
$152K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.44K+ 245.32% |
$123K - $133K
|
2.03K
$203K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.42K+ 726.15% |
$121K - $131K
|
1.61K
$162K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.33K+ 112.05% |
$113K - $123K
|
2.52K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.33K+ 362.02% |
$113K - $122K
|
1.69K
$170K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
1.28K+ 11.78% |
$109K - $118K
|
12.2K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.24K+ 5.44% |
$106K - $115K
|
24.1K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.2K+ 23.72% |
$102K - $111K
|
6.26K
$628K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.19K+ 281.47% |
$101K - $109K
|
1.61K
$161K
|