Purchases and Sales Made in Q2 2023 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.36K+ 19.29% |
$512K - $550K
|
39.3K
$3.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.48K+ 57.37% |
$441K - $474K
|
15K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.21K+ 3.68% |
$419K - $451K
|
147K
$13.9M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.15KNew |
$415K - $446K
|
5.15K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$395K - $424K
|
4.91K
$463K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$395K - $424K
|
4.91K
$463K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$395K - $424K
|
4.91K
$463K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.6KNew |
$371K - $398K
|
4.6K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.48KNew |
$361K - $388K
|
4.48K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.36K+ 9.82% |
$351K - $378K
|
48.8K
$4.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
4.21KNew |
$339K - $364K
|
4.21K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$298K - $320K
|
3.7K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.6K+ 49.59% |
$290K - $311K
|
10.9K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.49K+ 20.65% |
$281K - $302K
|
20.4K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.21K+ 21.76% |
$258K - $278K
|
18K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.91K+ 1.43% |
$234K - $252K
|
206K
$19.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.8KNew |
$225K - $242K
|
2.8K
$264K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.7K+ 112.47% |
$217K - $233K
|
5.1K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.69KNew |
$216K - $232K
|
2.69K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
2.65KNew |
$213K - $229K
|
2.65K
$250K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.39KNew |
$193K - $207K
|
2.39K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.36K+ 3.44% |
$190K - $204K
|
71.1K
$6.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.35KNew |
$189K - $203K
|
2.35K
$222K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.34KNew |
$189K - $203K
|
2.34K
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 69.62% |
$188K - $202K
|
5.69K
$538K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.32KNew |
$187K - $201K
|
2.32K
$219K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.21K+ 1.55% |
$178K - $191K
|
144K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.12K+ 0.91% |
$170K - $183K
|
234K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.05K+ 1.42% |
$165K - $178K
|
147K
$13.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
2.05K+ 5.69% |
$165K - $178K
|
38.1K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.89K+ 20.39% |
$152K - $164K
|
11.2K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.83K+ 21.29% |
$148K - $159K
|
10.5K
$987K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.59K+ 50.8% |
$128K - $137K
|
4.71K
$445K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.46K+ 4.56% |
$118K - $126K
|
33.5K
$3.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.44K+ 0.52% |
$116K - $125K
|
279K
$26.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.44K+ 501.74% |
$116K - $125K
|
1.73K
$163K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.33K+ 11.7% |
$107K - $115K
|
12.7K
$1.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.05K+ 1.9% |
$84.5K - $90.9K
|
56.2K
$5.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.01K+ 1.87% |
$81K - $87.1K
|
54.9K
$5.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1K+ 6.91% |
$80.5K - $86.5K
|
15.5K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
955+ 2.68% |
$76.9K - $82.6K
|
36.6K
$3.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
934+ 2.59% |
$75.2K - $80.8K
|
37K
$3.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
920+ 38.62% |
$74.1K - $79.6K
|
3.3K
$312K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
916+ 8.01% |
$73.7K - $79.3K
|
12.3K
$1.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
834+ 6.49% |
$67.1K - $72.2K
|
13.7K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
821+ 1.6% |
$66.1K - $71K
|
52.2K
$4.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
757New |
$60.9K - $65.5K
|
757
$71.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
721+ 10.99% |
$58K - $62.4K
|
7.28K
$687K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
688+ 3.74% |
$55.4K - $59.5K
|
19.1K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
650New |
$52.3K - $56.3K
|
650
$61.4K
|