Purchases and Sales Made in Q3 2024 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.24KNew |
$282K - $336K
|
3.24K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.99K+ 64.64% |
$260K - $309K
|
7.61K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 1560.56% |
$244K - $291K
|
2.99K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.79KNew |
$243K - $289K
|
2.79K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.64KNew |
$229K - $273K
|
2.64K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.61KNew |
$227K - $271K
|
2.61K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
2.46KNew |
$214K - $255K
|
2.46K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.41K+ 12.9% |
$209K - $249K
|
21.1K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.37K+ 5.47% |
$206K - $245K
|
45.6K
$4.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.36KNew |
$205K - $244K
|
2.36K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.35KNew |
$204K - $243K
|
2.35K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.31K+ 276.08% |
$201K - $239K
|
3.14K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.26KNew |
$196K - $234K
|
2.26K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.14KNew |
$186K - $222K
|
2.14K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.08KNew |
$181K - $215K
|
2.08K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.07KNew |
$180K - $214K
|
2.07K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.06KNew |
$179K - $214K
|
2.06K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.04KNew |
$177K - $211K
|
2.04K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.01KNew |
$175K - $209K
|
2.01K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2KNew |
$174K - $207K
|
2K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.93K+ 15.68% |
$168K - $200K
|
14.3K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.78K+ 11.55% |
$154K - $184K
|
17.1K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.64K+ 25.88% |
$143K - $170K
|
7.98K
$800K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.59K+ 2.33% |
$138K - $164K
|
69.7K
$7M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.52K+ 31.97% |
$132K - $158K
|
6.28K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.43KNew |
$124K - $148K
|
1.43K
$144K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.4K+ 31.35% |
$122K - $145K
|
5.87K
$589K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.4K+ 2.77% |
$121K - $145K
|
51.9K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 178.57% |
$104K - $124K
|
1.87K
$188K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
1.04K+ 7.93% |
$90.6K - $108K
|
14.2K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1K+ 14.0% |
$87K - $104K
|
8.15K
$818K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1K+ 9.88% |
$86.9K - $104K
|
11.1K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
893New |
$77.6K - $92.5K
|
893
$89.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
887+ 739.17% |
$77.1K - $91.9K
|
1.01K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
829+ 6.48% |
$72.1K - $85.9K
|
13.6K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
800+ 2.66% |
$69.5K - $82.9K
|
30.9K
$3.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
793+ 117.48% |
$68.9K - $82.2K
|
1.47K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
749+ 331.42% |
$65.1K - $77.6K
|
975
$97.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
675New |
$58.7K - $69.9K
|
675
$67.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
653+ 2.53% |
$56.8K - $67.7K
|
26.5K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
634New |
$55.1K - $65.7K
|
634
$63.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
601+ 2.26% |
$52.2K - $62.3K
|
27.2K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
515+ 3029.41% |
$44.8K - $53.4K
|
532
$53.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
508+ 6.47% |
$44.2K - $52.6K
|
8.36K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
500+ 13.4% |
$43.5K - $51.8K
|
4.23K
$425K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
495+ 1.34% |
$43K - $51.3K
|
37.5K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
490+ 5.71% |
$42.6K - $50.8K
|
9.07K
$910K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
470New |
$40.9K - $48.7K
|
470
$47.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
439+ 2.26% |
$38.2K - $45.5K
|
19.9K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
429+ 2.42% |
$37.3K - $44.4K
|
18.2K
$1.82M
|