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 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-50- 0.79% |
$4.03K - $4.33K
|
6.25K
$627K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-55- 11.41% |
$4.43K - $4.76K
|
427
$42.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-58- 80.56% |
$4.67K - $5.02K
|
14
$1.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-68- 1.85% |
$5.47K - $5.88K
|
3.61K
$363K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-70- 0.64% |
$5.64K - $6.06K
|
10.9K
$1.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-72- 4.84% |
$5.8K - $6.23K
|
1.42K
$142K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 10.56% |
$6.04K - $6.49K
|
635
$63.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-77- 43.5% |
$6.2K - $6.66K
|
100
$10K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-80- 29.09% |
$6.44K - $6.92K
|
195
$19.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-82- 2.95% |
$6.6K - $7.1K
|
2.7K
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-85- 0.71% |
$6.84K - $7.36K
|
12K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-90- 20.18% |
$7.25K - $7.79K
|
356
$35.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-92- 0.59% |
$7.41K - $7.96K
|
15.5K
$1.55M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-100- 1.36% |
$8.05K - $8.65K
|
7.26K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-101- 1.51% |
$8.13K - $8.74K
|
6.61K
$663K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-111- 1.47% |
$8.94K - $9.61K
|
7.45K
$748K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-120- 55.56% |
$9.66K - $10.4K
|
96
$9.63K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-127- 75.15% |
$10.2K - $11K
|
42
$4.22K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-130- 14.67% |
$10.5K - $11.3K
|
756
$75.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-135- 4.37% |
$10.9K - $11.7K
|
2.96K
$297K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-161- 7.39% |
$13K - $13.9K
|
2.02K
$203K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-164- 5.86% |
$13.2K - $14.2K
|
2.64K
$265K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-168- 10.07% |
$13.5K - $14.5K
|
1.5K
$151K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-178- 20.3% |
$14.3K - $15.4K
|
699
$70.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-190- 6.57% |
$15.3K - $16.4K
|
2.7K
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-200- 29.24% |
$16.1K - $17.3K
|
484
$48.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-202- 1.47% |
$16.3K - $17.5K
|
13.5K
$1.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-220- 1.21% |
$17.7K - $19K
|
17.9K
$1.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-220- 32.54% |
$17.7K - $19K
|
456
$45.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-226- 5.23% |
$18.2K - $19.6K
|
4.1K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-231- 2.38% |
$18.6K - $20K
|
9.46K
$950K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-250- 7.75% |
$20.1K - $21.6K
|
2.98K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-268- 6.28% |
$21.6K - $23.2K
|
4K
$402K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-300- 10.8% |
$24.2K - $26K
|
2.48K
$249K
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-320- 2.08% |
$25.8K - $27.7K
|
15.1K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-323- 1.34% |
$26K - $28K
|
23.7K
$2.38M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-332- 8.25% |
$26.7K - $28.7K
|
3.69K
$370K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-334- 2.46% |
$26.9K - $28.9K
|
13.3K
$1.33M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-338- 12.02% |
$27.2K - $29.3K
|
2.47K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-347- 1.59% |
$27.9K - $30K
|
21.4K
$2.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-351- 26.98% |
$28.3K - $30.4K
|
950
$95.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-362- 17.81% |
$29.1K - $31.3K
|
1.67K
$168K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-375- 6.73% |
$30.2K - $32.5K
|
5.2K
$521K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-390- 7.23% |
$31.4K - $33.8K
|
5.01K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-396- 13.36% |
$31.9K - $34.3K
|
2.57K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-406- 5.31% |
$32.7K - $35.1K
|
7.25K
$727K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-410- 13.5% |
$33K - $35.5K
|
2.63K
$264K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-426- 1.08% |
$34.3K - $36.9K
|
39K
$3.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-430- 12.09% |
$34.6K - $37.2K
|
3.13K
$314K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-433- 6.25% |
$34.9K - $37.5K
|
6.49K
$651K
|