Purchases and Sales Made in Q2 2024 in Ishares Tr (IYR)

IYR Quotes by TradingView

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 13, 2024 Q2 2024
River Glades Family Offices LLC

Naples, FL
BUY
 -
835
+ 3.44%
$68.1K - $74.5K
25.1K $2.52M
Jul 30, 2024 Q2 2024
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
830
+ 14.41%
$67.7K - $74.1K
6.59K $661K
Aug 07, 2024 Q2 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
822
+ 3.28%
$67.1K - $73.3K
25.9K $2.6M
Jul 25, 2024 Q2 2024
Upper Left Wealth Management, LLC

BUY
 -
757
+ 6.47%
$61.8K - $67.5K
12.5K $1.25M
Jul 30, 2024 Q2 2024
Sage Rhino Capital LLC

BUY
 -
742
+ 3.71%
$60.5K - $66.2K
20.7K $2.08M
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
530
+ 348.68%
$43.2K - $47.3K
682 $68.4K
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
500
+ 18.29%
$40.8K - $44.6K
3.23K $325K
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
470
+ 135.06%
$38.4K - $41.9K
818 $82.1K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
426
+ 10.62%
$34.8K - $38K
4.44K $445K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
426
New
$34.8K - $38K
426 $42.8K
Jul 23, 2024 Q2 2024
Gray Private Wealth, LLC

Canton, MA
BUY
 -
377
+ 2.21%
$30.8K - $33.6K
17.5K $1.75M
Aug 07, 2024 Q2 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
324
New
$26.4K - $28.9K
324 $32.5K
Jul 17, 2024 Q2 2024
Rodgers & Associates, LTD

BUY
 -
314
+ 0.81%
$25.6K - $28K
39K $3.92M
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
310
+ 1.12%
$25.3K - $27.7K
27.9K $2.8M
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
282
New
$23K - $25.2K
282 $28.3K
Jul 23, 2024 Q2 2024
Gyl Financial Synergies, LLC

BUY
 -
280
+ 6.46%
$22.8K - $25K
4.62K $463K
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
266
+ 2.02%
$21.7K - $23.7K
13.4K $1.35M
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
245
+ 56.98%
$20K - $21.9K
675 $67.7K
Jul 09, 2024 Q2 2024
Parkside Advisors LLC

BUY
 -
240
+ 1.57%
$19.6K - $21.4K
15.5K $1.56M
Aug 14, 2024 Q2 2024
Scotia Capital Inc.

BUY
 -
227
+ 2.98%
$18.5K - $20.3K
7.86K $788K
Aug 07, 2024 Q2 2024
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
226
+ 8.77%
$18.4K - $20.2K
2.8K $281K
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
217
+ 5.71%
$17.7K - $19.4K
4.02K $403K
Aug 13, 2024 Q2 2024
Stamos Capital Partners, L.P.

Menlo Park, CA
BUY
 -
210
+ 1.51%
$17.1K - $18.7K
14.1K $1.42M
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
185
+ 16.42%
$15.1K - $16.5K
1.31K $132K
Aug 13, 2024 Q2 2024
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
174
+ 2.2%
$14.2K - $15.5K
8.1K $813K
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
170
New
$13.9K - $15.2K
170 $17.1K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
150
New
$12.2K - $13.4K
150 $15.1K
Aug 13, 2024 Q2 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
144
+ 1.7%
$11.8K - $12.8K
8.59K $862K
Aug 09, 2024 Q2 2024
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
135
+ 3.59%
$11K - $12K
3.89K $391K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
131
+ 5.01%
$10.7K - $11.7K
2.75K $276K
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
120
+ 1.97%
$9.79K - $10.7K
6.23K $625K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
120
New
$9.79K - $10.7K
120 $12K
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
117
+ 0.39%
$9.55K - $10.4K
30.1K $3.02M
Aug 22, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
109
New
$8.89K - $9.73K
109 $10.9K
Jul 10, 2024 Q2 2024
Atwood & Palmer Inc

BUY
 -
95
New
$7.75K - $8.48K
95 $9.53K
Aug 12, 2024 Q2 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
94
+ 208.89%
$7.67K - $8.39K
139 $14K
Aug 02, 2024 Q2 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
92
+ 3.26%
$7.51K - $8.21K
2.91K $292K
Aug 14, 2024 Q2 2024
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
84
+ 1.83%
$6.85K - $7.5K
4.68K $469K
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
72
+ 1.29%
$5.88K - $6.42K
5.67K $569K
Aug 13, 2024 Q2 2024
Foundation Wealth Management, LLC

Clayton, MO
BUY
 -
70
+ 0.38%
$5.71K - $6.25K
18.6K $1.87M
Aug 09, 2024 Q2 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
67
+ 0.9%
$5.47K - $5.98K
7.55K $758K
Aug 01, 2024 Q2 2024
Embree Financial Group

Chicago, IL
BUY
 -
56
+ 0.21%
$4.57K - $5K
26.6K $2.66M
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
56
+ 0.26%
$4.57K - $5K
21.6K $2.17M
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
51
+ 3.18%
$4.16K - $4.55K
1.66K $166K
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
45
+ 0.7%
$3.67K - $4.02K
6.5K $653K
Jul 12, 2024 Q2 2024
Optimum Investment Advisors

BUY
 -
44
+ 3.01%
$3.59K - $3.93K
1.51K $151K
Aug 13, 2024 Q2 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
40
New
$3.26K - $3.57K
40 $4.01K
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
38
+ 0.62%
$3.1K - $3.39K
6.15K $617K
Jul 26, 2024 Q2 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
34
+ 1.08%
$2.77K - $3.03K
3.18K $319K

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