Purchases and Sales Made in Q3 2023 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
12+ 0.33% |
$925 - $1.08K
|
3.66K
$367K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
9+ 33.33% |
$694 - $809
|
36
$3.61K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8New |
$617 - $719
|
8
$803
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 0.45% |
$463 - $539
|
1.33K
$133K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
5+ 0.14% |
$386 - $449
|
3.69K
$370K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.81% |
$231 - $270
|
375
$37.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.44% |
$154 - $180
|
461
$46.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$77.1 - $89.9
|
1
$100
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 37.5% |
$231 - $270
|
5
$502
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7- 1.97% |
$540 - $629
|
348
$34.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8- 2.6% |
$617 - $719
|
300
$30.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-8- 0.04% |
$617 - $719
|
17.9K
$1.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-9- 0.66% |
$694 - $809
|
1.35K
$135K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-11- 3.63% |
$848 - $988
|
292
$29.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11- 0.41% |
$848 - $988
|
2.67K
$268K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13- 0.3% |
$1K - $1.17K
|
4.37K
$438K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-19- 57.58% |
$1.47K - $1.71K
|
14
$1.41K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21- 1.17% |
$1.62K - $1.89K
|
1.78K
$179K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-29- 0.87% |
$2.24K - $2.61K
|
3.31K
$333K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-30- 60.0% |
$2.31K - $2.7K
|
20
$2.01K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-30- 0.45% |
$2.31K - $2.7K
|
6.58K
$660K
|
|
|
Oct 25, 2023
Q3 2023
|
Passaic Partners LLC
|
SELL
|
- |
-35- 0.01% |
$2.7K - $3.15K
|
297K
$29.8M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-36- 1.21% |
$2.78K - $3.23K
|
2.94K
$295K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-39- 5.16% |
$3.01K - $3.5K
|
717
$72K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-52- 60.47% |
$4.01K - $4.67K
|
34
$3.41K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-63- 10.45% |
$4.86K - $5.66K
|
540
$54.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.42% |
$5.09K - $5.93K
|
15.8K
$1.59M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-67- 2.33% |
$5.17K - $6.02K
|
2.81K
$282K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-70- 1.13% |
$5.4K - $6.29K
|
6.11K
$613K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-81- 5.4% |
$6.25K - $7.28K
|
1.42K
$143K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-84- 0.8% |
$6.48K - $7.55K
|
10.4K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-91Closed |
$7.02K - $8.18K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-93- 0.5% |
$7.17K - $8.36K
|
18.7K
$1.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-97- 1.35% |
$7.48K - $8.72K
|
7.09K
$711K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-98- 1.84% |
$7.56K - $8.81K
|
5.22K
$524K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-98- 12.79% |
$7.56K - $8.81K
|
668
$67K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-102- 7.76% |
$7.87K - $9.17K
|
1.21K
$122K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-110- 25.52% |
$8.48K - $9.88K
|
321
$32.2K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-115- 2.67% |
$8.87K - $10.3K
|
4.19K
$420K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-120- 2.86% |
$9.25K - $10.8K
|
4.08K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-134- 3.71% |
$10.3K - $12K
|
3.48K
$349K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-135- 8.08% |
$10.4K - $12.1K
|
1.54K
$154K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-138- 2.01% |
$10.6K - $12.4K
|
6.73K
$676K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-150- 1.25% |
$11.6K - $13.5K
|
11.8K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-155- 2.15% |
$12K - $13.9K
|
7.06K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-160- 0.78% |
$12.3K - $14.4K
|
20.2K
$2.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-160- 25.2% |
$12.3K - $14.4K
|
475
$47.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-167- 0.52% |
$12.9K - $15K
|
32.1K
$3.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-171- 0.92% |
$13.2K - $15.4K
|
18.4K
$1.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-175- 31.19% |
$13.5K - $15.7K
|
386
$38.7K
|