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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.13K+ 18.42% |
$96K - $104K
|
7.23K
$726K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.05K+ 2.67% |
$89.8K - $97.1K
|
40.5K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
993New |
$84.7K - $91.6K
|
993
$99.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
990+ 4.7% |
$84.5K - $91.3K
|
22K
$2.21M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
958New |
$81.7K - $88.3K
|
958
$96.1K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
948+ 6.72% |
$80.9K - $87.4K
|
15.1K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
841+ 4.39% |
$71.8K - $77.6K
|
20K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
835+ 13.58% |
$71.2K - $77K
|
6.99K
$701K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
829+ 9.23% |
$70.7K - $76.5K
|
9.81K
$985K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
808+ 52.37% |
$68.9K - $74.5K
|
2.35K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
754+ 1.24% |
$64.3K - $69.5K
|
61.4K
$6.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
724+ 4.38% |
$61.8K - $66.8K
|
17.3K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
724+ 10.71% |
$61.8K - $66.8K
|
7.49K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
700+ 2.51% |
$59.7K - $64.6K
|
28.6K
$2.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
678+ 6.34% |
$57.8K - $62.5K
|
11.4K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
666+ 24.11% |
$56.8K - $61.4K
|
3.43K
$344K
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
570+ 5.98% |
$48.6K - $52.6K
|
10.1K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
559+ 9.89% |
$47.7K - $51.6K
|
6.21K
$623K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
539+ 3.75% |
$46K - $49.7K
|
14.9K
$1.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
527+ 4.72% |
$45K - $48.6K
|
11.7K
$1.17M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
519+ 21.09% |
$44.3K - $47.9K
|
2.98K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
505+ 16.98% |
$43.1K - $46.6K
|
3.48K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
453+ 15.78% |
$38.6K - $41.8K
|
3.32K
$334K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
422+ 1.43% |
$36K - $38.9K
|
29.9K
$3.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
380+ 9.3% |
$32.4K - $35K
|
4.47K
$448K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
375+ 2.41% |
$32K - $34.6K
|
15.9K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
374New |
$31.9K - $34.5K
|
374
$37.5K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
325+ 93.66% |
$27.7K - $30K
|
672
$67.4K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
307+ 6.64% |
$26.2K - $28.3K
|
4.93K
$495K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
295+ 10.65% |
$25.2K - $27.2K
|
3.07K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
290+ 6.31% |
$24.7K - $26.7K
|
4.89K
$490K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
271+ 21.75% |
$23.1K - $25K
|
1.52K
$152K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
250+ 10.74% |
$21.3K - $23.1K
|
2.58K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
210+ 1000.0% |
$17.9K - $19.4K
|
231
$23.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
203+ 7.54% |
$17.3K - $18.7K
|
2.89K
$290K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
201+ 15.95% |
$17.1K - $18.5K
|
1.46K
$147K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
195New |
$16.6K - $18K
|
195
$19.6K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
184+ 175.24% |
$15.7K - $17K
|
289
$29K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
170New |
$14.5K - $15.7K
|
170
$17.1K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
167+ 2.82% |
$14.2K - $15.4K
|
6.08K
$610K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
158+ 2.12% |
$13.5K - $14.6K
|
7.63K
$766K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
152New |
$13K - $14K
|
152
$15.3K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
151+ 2.77% |
$12.9K - $13.9K
|
5.59K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
148New |
$12.6K - $13.6K
|
148
$14.9K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
144+ 1.7% |
$12.3K - $13.3K
|
8.63K
$866K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
131+ 1.86% |
$11.2K - $12.1K
|
7.17K
$719K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
126+ 1.27% |
$10.8K - $11.6K
|
10K
$1.01M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
125New |
$10.7K - $11.5K
|
125
$12.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
124+ 1.46% |
$10.6K - $11.4K
|
8.62K
$865K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
119+ 1.69% |
$10.2K - $11K
|
7.18K
$721K
|