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 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.2K- 15.66% |
$177K - $191K
|
11.9K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.26K- 41.39% |
$182K - $195K
|
3.2K
$321K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.33K- 6.12% |
$188K - $202K
|
35.7K
$3.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.34K- 39.04% |
$188K - $202K
|
3.65K
$366K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.36K- 25.56% |
$190K - $204K
|
6.87K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.52K- 10.05% |
$203K - $218K
|
22.5K
$2.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.7K- 29.58% |
$217K - $234K
|
6.43K
$645K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.04K- 38.86% |
$245K - $263K
|
4.79K
$481K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.1K- 30.41% |
$250K - $268K
|
7.1K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.4K- 6.97% |
$354K - $381K
|
58.7K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.63K- 58.19% |
$373K - $401K
|
3.33K
$334K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.75K- 41.91% |
$382K - $411K
|
6.58K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-5.03K- 7.75% |
$405K - $435K
|
59.9K
$6.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.15K- 3.83% |
$414K - $445K
|
129K
$13M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-5.38K- 68.47% |
$433K - $465K
|
2.48K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-6.06K- 8.99% |
$488K - $525K
|
61.4K
$6.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.33K- 10.1% |
$509K - $547K
|
56.3K
$5.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-6.65K- 42.22% |
$535K - $575K
|
9.1K
$913K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.74K- 8.79% |
$542K - $583K
|
69.9K
$7.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.92K- 99.77% |
$557K - $599K
|
16
$1.61K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.1K- 67.8% |
$572K - $615K
|
3.37K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-7.29K- 42.44% |
$587K - $631K
|
9.89K
$992K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-7.68K- 12.19% |
$618K - $665K
|
55.3K
$5.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-7.83K- 14.11% |
$630K - $677K
|
47.6K
$4.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.04K- 1.46% |
$647K - $696K
|
541K
$54.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-10.1K- 59.88% |
$816K - $878K
|
6.8K
$682K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.3K- 72.14% |
$908K - $977K
|
4.36K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.4K- 75.41% |
$920K - $989K
|
3.73K
$374K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 20.47% |
$949K - $1.02M
|
45.8K
$4.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-12.1K- 30.38% |
$976K - $1.05M
|
27.8K
$2.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-12.9K- 79.57% |
$1.04M - $1.11M
|
3.31K
$332K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.6K- 9.8% |
$1.09M - $1.18M
|
125K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14.4K- 13.75% |
$1.16M - $1.25M
|
90.6K
$9.09M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14.5K- 28.77% |
$1.17M - $1.26M
|
36K
$3.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-14.7K- 59.71% |
$1.18M - $1.27M
|
9.89K
$992K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.8K- 59.09% |
$1.19M - $1.28M
|
10.2K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.2K- 7.42% |
$1.47M - $1.58M
|
228K
$22.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-19.9K- 49.99% |
$1.61M - $1.73M
|
20K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-24.2K- 64.65% |
$1.95M - $2.09M
|
13.2K
$1.33M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-29.7K- 45.0% |
$2.39M - $2.57M
|
36.3K
$3.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.3K- 32.92% |
$2.68M - $2.88M
|
67.7K
$6.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.9K- 64.4% |
$3.29M - $3.54M
|
22.6K
$2.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-42K- 71.76% |
$3.38M - $3.63M
|
16.5K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62K- 7.93% |
$4.99M - $5.36M
|
720K
$72.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-65K- 11.8% |
$5.23M - $5.63M
|
486K
$48.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-78.3K- 64.31% |
$6.31M - $6.78M
|
43.5K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-81.9K- 94.14% |
$6.59M - $7.09M
|
5.1K
$512K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-82K- 70.79% |
$6.6M - $7.09M
|
33.8K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-85.3K- 39.0% |
$6.87M - $7.38M
|
133K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-89.1K- 51.15% |
$7.17M - $7.71M
|
85.1K
$8.54M
|