Purchases and Sales Made in Q2 2024 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 2024. 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, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.1KNew |
$498K - $544K
|
6.1K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Passaic Partners LLC
|
BUY
|
- |
6.03K+ 4.08% |
$492K - $538K
|
154K
$15.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
5.88K+ 9.44% |
$480K - $525K
|
68.1K
$6.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
5.76K+ 23.01% |
$470K - $514K
|
30.8K
$3.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
5.41K+ 9.17% |
$441K - $483K
|
64.4K
$6.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.17KNew |
$422K - $461K
|
5.17K
$518K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.09K+ 70.34% |
$415K - $454K
|
12.3K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.03K+ 36.86% |
$410K - $449K
|
18.7K
$1.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.97K+ 10.93% |
$406K - $444K
|
50.5K
$5.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.7K+ 3.66% |
$383K - $419K
|
133K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.69K+ 152.06% |
$383K - $419K
|
7.78K
$781K
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.64K+ 14.35% |
$379K - $414K
|
37K
$3.71M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4.63K+ 4.2% |
$378K - $413K
|
115K
$11.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.47KNew |
$364K - $398K
|
4.47K
$448K
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.4KNew |
$278K - $304K
|
3.4K
$342K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.19KNew |
$260K - $285K
|
3.19K
$320K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.99K+ 30.47% |
$244K - $267K
|
12.8K
$1.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.89K+ 59.63% |
$236K - $258K
|
7.74K
$777K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.83KNew |
$231K - $253K
|
2.83K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.82KNew |
$230K - $251K
|
2.82K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.69KNew |
$220K - $240K
|
2.69K
$270K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.61KNew |
$213K - $233K
|
2.61K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.59K+ 27.32% |
$212K - $231K
|
12.1K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.59KNew |
$211K - $231K
|
2.59K
$260K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$206K - $225K
|
2.53K
$254K
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.52K+ 87.11% |
$206K - $225K
|
5.42K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.46KNew |
$201K - $220K
|
2.46K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.41KNew |
$196K - $215K
|
2.41K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.39KNew |
$195K - $213K
|
2.39K
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.36KNew |
$193K - $211K
|
2.36K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.29KNew |
$187K - $204K
|
2.29K
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.24K+ 3.66% |
$183K - $200K
|
63.5K
$6.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.11K+ 1.99% |
$172K - $188K
|
108K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2K+ 66.67% |
$163K - $178K
|
5K
$502K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.97K+ 1.62% |
$161K - $176K
|
124K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 3.32% |
$148K - $162K
|
56.4K
$5.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.76K+ 12.94% |
$144K - $157K
|
15.4K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.75K+ 51.11% |
$143K - $156K
|
5.18K
$520K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.69K+ 54.85% |
$138K - $150K
|
4.76K
$478K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.59K+ 10.44% |
$130K - $142K
|
16.8K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
1.5K+ 5.24% |
$122K - $134K
|
30.1K
$3.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.49K+ 28.68% |
$121K - $133K
|
6.66K
$669K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.18KNew |
$96K - $105K
|
1.18K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 2.25% |
$95.6K - $105K
|
53.3K
$5.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.17K+ 6.56% |
$95.4K - $104K
|
19K
$1.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.15K+ 4.55% |
$94.1K - $103K
|
26.5K
$2.66M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 3.32% |
$84.5K - $92.4K
|
32.2K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.01KNew |
$82.2K - $89.9K
|
1.01K
$101K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
972+ 7.99% |
$79.3K - $86.7K
|
13.1K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
893+ 7.86% |
$72.9K - $79.7K
|
12.3K
$1.23M
|