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 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-506- 13.44% |
$41.3K - $45.2K
|
3.26K
$327K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-517- 14.75% |
$42.2K - $46.1K
|
2.99K
$300K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-555- 8.94% |
$45.3K - $49.5K
|
5.66K
$568K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-578- 3.71% |
$47.2K - $51.6K
|
15K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-600- 7.79% |
$49K - $53.5K
|
7.1K
$713K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-612- 30.19% |
$49.9K - $54.6K
|
1.42K
$142K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-620- 4.12% |
$50.6K - $55.3K
|
14.4K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-688- 4.73% |
$56.1K - $61.4K
|
13.8K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-699- 5.37% |
$57K - $62.4K
|
12.3K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-709- 20.38% |
$57.9K - $63.3K
|
2.77K
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-710- 13.07% |
$57.9K - $63.4K
|
4.72K
$474K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-712- 1.82% |
$58.1K - $63.5K
|
38.4K
$3.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-760- 9.84% |
$62K - $67.8K
|
6.96K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-761- 19.45% |
$62.1K - $67.9K
|
3.15K
$316K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-779- 25.1% |
$63.6K - $69.5K
|
2.32K
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-817- 17.29% |
$66.7K - $72.9K
|
3.91K
$392K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-937- 40.88% |
$76.5K - $83.6K
|
1.36K
$136K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.02K- 2.42% |
$83.5K - $91.3K
|
41.3K
$4.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 5.06% |
$95.6K - $105K
|
22K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.26K- 9.7% |
$103K - $113K
|
11.7K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.36K- 8.37% |
$111K - $122K
|
14.9K
$1.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.38K- 15.78% |
$113K - $123K
|
7.38K
$740K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.43K- 11.74% |
$117K - $128K
|
10.8K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.43K- 17.08% |
$117K - $128K
|
6.96K
$698K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.44K- 94.92% |
$118K - $128K
|
77
$7.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.6K- 26.67% |
$131K - $143K
|
4.4K
$442K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.62K- 13.23% |
$132K - $145K
|
10.6K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.69K- 66.85% |
$138K - $150K
|
836
$83.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.83K- 8.11% |
$149K - $163K
|
20.7K
$2.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.86K- 99.41% |
$152K - $166K
|
11
$1.1K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.05K- 4.52% |
$167K - $183K
|
43.2K
$4.34M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.08K- 55.78% |
$170K - $186K
|
1.65K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.1K- 13.58% |
$171K - $187K
|
13.4K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.14K- 42.71% |
$175K - $191K
|
2.88K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.15K- 3.41% |
$175K - $192K
|
60.9K
$6.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.15K- 3.58% |
$176K - $192K
|
58K
$5.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.16K- 30.11% |
$176K - $193K
|
5.02K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.2K- 4.68% |
$179K - $196K
|
44.8K
$4.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.27K- 13.08% |
$185K - $203K
|
15.1K
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.33K- 7.8% |
$190K - $208K
|
27.5K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.46K- 2.26% |
$201K - $220K
|
106K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.63K- 10.23% |
$215K - $235K
|
23.1K
$2.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.72K- 18.44% |
$222K - $243K
|
12K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-2.79K- 15.64% |
$227K - $249K
|
15K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.84K- 4.89% |
$231K - $253K
|
55.2K
$5.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.9K- 3.4% |
$237K - $259K
|
82.3K
$8.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.99K- 39.26% |
$244K - $267K
|
4.62K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.15K- 25.36% |
$257K - $281K
|
9.28K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.51K- 3.03% |
$287K - $314K
|
113K
$11.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.7K- 58.47% |
$302K - $330K
|
2.62K
$263K
|