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 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-180- 4.27% |
$13.9K - $16.2K
|
4.03K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-180- 4.4% |
$13.9K - $16.2K
|
3.91K
$392K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-190- 3.61% |
$14.7K - $17.1K
|
5.08K
$509K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-210- 51.09% |
$16.2K - $18.9K
|
201
$20.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-217- 0.17% |
$16.7K - $19.5K
|
129K
$13M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-217- 4.44% |
$16.7K - $19.5K
|
4.67K
$468K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-224- 4.35% |
$17.3K - $20.1K
|
4.93K
$494K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-234- 11.27% |
$18K - $21K
|
1.84K
$185K
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-246- 3.01% |
$19K - $22.1K
|
7.93K
$795K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-252- 6.85% |
$19.4K - $22.6K
|
3.43K
$344K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-255- 3.42% |
$19.7K - $22.9K
|
7.2K
$722K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-265- 99.25% |
$20.4K - $23.8K
|
2
$201
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-268- 3.02% |
$20.7K - $24.1K
|
8.6K
$863K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-279- 0.54% |
$21.5K - $25.1K
|
51.4K
$5.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-300- 9.39% |
$23.1K - $27K
|
2.9K
$291K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-354- 20.5% |
$27.3K - $31.8K
|
1.37K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-380- 5.12% |
$29.3K - $34.1K
|
7.04K
$707K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-396- 11.74% |
$30.5K - $35.6K
|
2.98K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-436- 4.61% |
$33.6K - $39.2K
|
9.03K
$906K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-441- 1.22% |
$34K - $39.6K
|
35.6K
$3.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-442- 13.39% |
$34.1K - $39.7K
|
2.86K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-462- 27.75% |
$35.6K - $41.5K
|
1.2K
$121K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-462- 27.75% |
$35.6K - $41.5K
|
1.2K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-505- 1.4% |
$38.9K - $45.4K
|
35.7K
$3.58M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-510- 3.84% |
$39.3K - $45.8K
|
12.8K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-515- 0.57% |
$39.7K - $46.3K
|
90K
$9.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-564- 15.79% |
$43.5K - $50.7K
|
3.01K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-575- 12.87% |
$44.3K - $51.7K
|
3.89K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-597- 10.27% |
$46K - $53.6K
|
5.21K
$523K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-599- 5.27% |
$46.2K - $53.8K
|
10.8K
$1.08M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-620- 8.55% |
$47.8K - $55.7K
|
6.63K
$666K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-626- 1.59% |
$48.3K - $56.3K
|
38.7K
$3.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-645- 79.34% |
$49.7K - $58K
|
168
$16.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-650- 12.51% |
$50.1K - $58.4K
|
4.55K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-676- 8.31% |
$52.1K - $60.7K
|
7.46K
$749K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-700- 63.64% |
$54K - $62.9K
|
400
$40.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-754- 1.06% |
$58.1K - $67.8K
|
70.4K
$7.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-779- 1.7% |
$60.1K - $70K
|
45K
$4.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-785- 16.39% |
$60.5K - $70.5K
|
4.01K
$402K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-790- 3.68% |
$60.9K - $71K
|
20.7K
$2.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-794- 15.88% |
$61.2K - $71.3K
|
4.21K
$422K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-806- 12.42% |
$62.2K - $72.4K
|
5.68K
$570K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-823- 17.44% |
$63.5K - $74K
|
3.9K
$391K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-860- 15.1% |
$66.3K - $77.3K
|
4.83K
$485K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-898- 4.61% |
$69.3K - $80.7K
|
18.6K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-900- 3.15% |
$69.4K - $80.9K
|
27.7K
$2.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-907- 14.23% |
$69.9K - $81.5K
|
5.47K
$548K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-932- 4.87% |
$71.9K - $83.7K
|
18.2K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-959- 43.55% |
$74K - $86.2K
|
1.24K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-974- 3.31% |
$75.1K - $87.5K
|
28.4K
$2.85M
|