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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
424+ 7.5% |
$36.9K - $43.9K
|
6.08K
$610K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
421New |
$36.6K - $43.6K
|
421
$42.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
412+ 9.59% |
$35.8K - $42.7K
|
4.71K
$472K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
407+ 0.79% |
$35.4K - $42.2K
|
51.7K
$5.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400New |
$34.8K - $41.4K
|
400
$40.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
328+ 5.32% |
$28.5K - $34K
|
6.49K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
325+ 19.05% |
$28.3K - $33.7K
|
2.03K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
300New |
$26.1K - $31.1K
|
300
$30.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
298+ 2.02% |
$25.9K - $30.9K
|
15K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
296+ 174.12% |
$25.7K - $30.7K
|
466
$46.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
293New |
$25.5K - $30.4K
|
293
$29.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
250New |
$21.7K - $25.9K
|
250
$25.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
247+ 159.35% |
$21.5K - $25.6K
|
402
$40.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
247+ 8.59% |
$21.5K - $25.6K
|
3.12K
$313K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
197+ 6.95% |
$17.1K - $20.4K
|
3.03K
$304K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
175New |
$15.2K - $18.1K
|
175
$17.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
171+ 0.5% |
$14.9K - $17.7K
|
34.2K
$3.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
154+ 0.88% |
$13.4K - $16K
|
17.6K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
154+ 5.49% |
$13.4K - $16K
|
2.96K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
150New |
$13K - $15.5K
|
150
$15.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
132New |
$11.5K - $13.7K
|
132
$13.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
125+ 3.12% |
$10.9K - $13K
|
4.13K
$415K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
124New |
$10.8K - $12.8K
|
124
$12.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
113+ 0.96% |
$9.82K - $11.7K
|
11.8K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
111+ 4.04% |
$9.65K - $11.5K
|
2.86K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
110New |
$9.56K - $11.4K
|
110
$11K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
100New |
$8.69K - $10.4K
|
100
$10K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
95+ 1.84% |
$8.26K - $9.84K
|
5.25K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
82+ 1.75% |
$7.13K - $8.5K
|
4.76K
$477K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
80+ 2.75% |
$6.95K - $8.29K
|
2.99K
$300K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 16.53% |
$6.95K - $8.29K
|
564
$56.6K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 7.86% |
$6.35K - $7.56K
|
1K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
72+ 1.18% |
$6.26K - $7.46K
|
6.17K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
72+ 0.95% |
$6.26K - $7.46K
|
7.62K
$765K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
66+ 2.81% |
$5.74K - $6.84K
|
2.42K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
55+ 0.64% |
$4.78K - $5.7K
|
8.65K
$868K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
50+ 0.2% |
$4.35K - $5.18K
|
25.1K
$2.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50+ 1.04% |
$4.35K - $5.18K
|
4.85K
$486K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
48+ 0.69% |
$4.17K - $4.97K
|
7.01K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
44+ 39.64% |
$3.82K - $4.56K
|
155
$15.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
44+ 0.72% |
$3.82K - $4.56K
|
6.19K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
43+ 1.3% |
$3.74K - $4.46K
|
3.35K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
43+ 0.4% |
$3.74K - $4.46K
|
10.8K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
40New |
$3.48K - $4.14K
|
40
$4.01K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
39+ 0.37% |
$3.39K - $4.04K
|
10.6K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
36+ 0.23% |
$3.13K - $3.73K
|
15.6K
$1.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
35+ 0.21% |
$3.04K - $3.63K
|
17K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
32+ 15.24% |
$2.78K - $3.32K
|
242
$24.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
32+ 0.82% |
$2.78K - $3.32K
|
3.93K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
32+ 0.12% |
$2.78K - $3.32K
|
26.5K
$2.66M
|