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 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-452- 59.01% |
$36.4K - $39.1K
|
314
$31.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-463- 79.42% |
$37.3K - $40.1K
|
120
$12K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-480- 1.31% |
$38.6K - $41.5K
|
36.2K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-493- 18.49% |
$39.7K - $42.7K
|
2.17K
$218K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-501- 44.02% |
$40.3K - $43.4K
|
637
$63.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-503- 8.77% |
$40.5K - $43.5K
|
5.23K
$525K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-562- 25.24% |
$45.2K - $48.6K
|
1.67K
$167K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-562- 25.24% |
$45.2K - $48.6K
|
1.67K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-603- 6.9% |
$48.5K - $52.2K
|
8.14K
$817K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-603- 3.85% |
$48.5K - $52.2K
|
15.1K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-633- 3.2% |
$51K - $54.8K
|
19.2K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-665- 13.18% |
$53.5K - $57.5K
|
4.38K
$440K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-688- 11.56% |
$55.4K - $59.5K
|
5.27K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-750- 16.59% |
$60.4K - $64.9K
|
3.77K
$378K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-770- 1.1% |
$62K - $66.6K
|
69.1K
$6.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-790- 80.28% |
$63.6K - $68.4K
|
194
$19.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-811- 5.48% |
$65.3K - $70.2K
|
14K
$1.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-834- 1.91% |
$67.1K - $72.2K
|
42.9K
$4.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-883- 13.41% |
$71.1K - $76.4K
|
5.7K
$572K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-930- 5.54% |
$74.9K - $80.5K
|
15.9K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-939- 34.27% |
$75.6K - $81.3K
|
1.8K
$181K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-964- 15.34% |
$77.6K - $83.4K
|
5.32K
$534K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-991- 5.32% |
$79.8K - $85.8K
|
17.6K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.05K- 22.27% |
$84.7K - $91K
|
3.67K
$368K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 24.3% |
$84.9K - $91.3K
|
3.29K
$330K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.06K- 20.16% |
$85.3K - $91.7K
|
4.2K
$421K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.11K- 14.87% |
$89.4K - $96.1K
|
6.36K
$638K
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.15K- 2.02% |
$92.6K - $99.5K
|
55.7K
$5.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Regis Management CO LLC
|
SELL
|
- |
-1.17K- 0.94% |
$94.1K - $101K
|
124K
$12.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.2K- 14.31% |
$96.5K - $104K
|
7.18K
$721K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.22K- 0.53% |
$98.3K - $106K
|
230K
$23.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.23K- 16.64% |
$99.3K - $107K
|
6.18K
$620K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.3K- 6.55% |
$105K - $113K
|
18.6K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.35K- 7.08% |
$108K - $116K
|
17.7K
$1.77M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.35K- 23.32% |
$108K - $117K
|
4.43K
$444K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.39K- 8.43% |
$112K - $120K
|
15K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.44K- 2.3% |
$116K - $124K
|
60.9K
$6.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.44K- 23.67% |
$116K - $125K
|
4.65K
$466K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.55K- 7.04% |
$125K - $134K
|
20.4K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.57K- 1.71% |
$127K - $136K
|
90.3K
$9.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.58K- 21.56% |
$127K - $137K
|
5.75K
$577K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.63K- 40.27% |
$131K - $141K
|
2.42K
$243K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.75K- 16.47% |
$141K - $151K
|
8.87K
$890K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.81K- 11.4% |
$146K - $156K
|
14.1K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.86K- 10.27% |
$150K - $161K
|
16.2K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.92K- 5.5% |
$155K - $166K
|
33K
$3.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.93K- 16.5% |
$156K - $167K
|
9.79K
$983K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.11K- 56.67% |
$170K - $183K
|
1.61K
$162K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.14K- 44.02% |
$172K - $185K
|
2.72K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.16K- 21.49% |
$174K - $187K
|
7.89K
$792K
|