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 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
643+ 3.6% |
$51.8K - $55.6K
|
18.5K
$1.86M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
620+ 9.35% |
$49.9K - $53.7K
|
7.25K
$728K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
612+ 1.2% |
$49.3K - $53K
|
51.7K
$5.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
605+ 12.89% |
$48.7K - $52.4K
|
5.3K
$532K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
545+ 11.9% |
$43.9K - $47.2K
|
5.13K
$514K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
532+ 0.05% |
$42.8K - $46K
|
1.06M
$107M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
510+ 2.13% |
$41.1K - $44.1K
|
24.4K
$2.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500New |
$40.3K - $43.3K
|
500
$50.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
500+ 1.78% |
$40.3K - $43.3K
|
28.6K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
468+ 8.76% |
$37.7K - $40.5K
|
5.81K
$583K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
427+ 7.46% |
$34.4K - $37K
|
6.15K
$617K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
361+ 3.84% |
$29.1K - $31.2K
|
9.75K
$979K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
354+ 1.6% |
$28.5K - $30.6K
|
22.5K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
331+ 2.9% |
$26.6K - $28.6K
|
11.7K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
320+ 1.26% |
$25.8K - $27.7K
|
25.7K
$2.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
313New |
$25.2K - $27.1K
|
313
$31.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
270+ 3.91% |
$21.7K - $23.4K
|
7.18K
$721K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
268+ 7.85% |
$21.6K - $23.2K
|
3.68K
$369K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
250New |
$20.1K - $21.6K
|
250
$25.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
250+ 86.51% |
$20.1K - $21.6K
|
539
$54.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
231+ 3.28% |
$18.6K - $20K
|
7.28K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
215+ 1.12% |
$17.3K - $18.6K
|
19.5K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
201New |
$16.2K - $17.4K
|
201
$20.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
200+ 0.51% |
$16.1K - $17.3K
|
39.7K
$3.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
155+ 3.1% |
$12.5K - $13.4K
|
5.15K
$517K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
150+ 5.51% |
$12.1K - $13K
|
2.87K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
136+ 3.13% |
$10.9K - $11.8K
|
4.49K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
119+ 1.27% |
$9.58K - $10.3K
|
9.49K
$952K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
115+ 3.15% |
$9.26K - $9.95K
|
3.77K
$378K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
112New |
$9.02K - $9.69K
|
112
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
105+ 2.94% |
$8.45K - $9.09K
|
3.68K
$369K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
96+ 1.34% |
$7.73K - $8.31K
|
7.27K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
93+ 2.71% |
$7.49K - $8.05K
|
3.52K
$353K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
91New |
$7.33K - $7.88K
|
91
$9.13K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
86New |
$6.92K - $7.44K
|
86
$8.63K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
79+ 1.6% |
$6.36K - $6.84K
|
5.01K
$503K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.25% |
$6.36K - $6.84K
|
32.3K
$3.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
78New |
$6.28K - $6.75K
|
78
$7.83K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
75+ 0.87% |
$6.04K - $6.49K
|
8.66K
$869K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
70New |
$5.64K - $6.06K
|
70
$7.03K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69+ 0.06% |
$5.56K - $5.97K
|
125K
$12.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$4.83K - $5.19K
|
60
$6.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
41+ 0.56% |
$3.3K - $3.55K
|
7.42K
$745K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40New |
$3.22K - $3.46K
|
40
$4.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
38New |
$3.06K - $3.29K
|
38
$3.81K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.82K - $3.03K
|
35
$3.51K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
33+ 1.47% |
$2.66K - $2.86K
|
2.28K
$229K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
26+ 2.02% |
$2.09K - $2.25K
|
1.31K
$132K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
25+ 0.41% |
$2.01K - $2.16K
|
6.13K
$616K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
23+ 0.19% |
$1.85K - $1.99K
|
12.1K
$1.21M
|