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 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
36+ 0.23% |
$3.13K - $3.73K
|
15.6K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
35+ 0.21% |
$3.04K - $3.63K
|
17K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
32+ 0.82% |
$2.78K - $3.32K
|
3.93K
$377K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
32+ 15.24% |
$2.78K - $3.32K
|
242
$23.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
32+ 0.12% |
$2.78K - $3.32K
|
26.5K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
29+ 20.86% |
$2.52K - $3K
|
168
$16.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
25+ 0.4% |
$2.17K - $2.59K
|
6.32K
$607K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
21+ 0.72% |
$1.83K - $2.18K
|
2.94K
$282K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
21+ 0.26% |
$1.83K - $2.18K
|
8.09K
$776K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
21+ 0.59% |
$1.83K - $2.18K
|
3.55K
$341K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18+ 0.66% |
$1.56K - $1.86K
|
2.74K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
17+ 0.69% |
$1.48K - $1.76K
|
2.49K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15New |
$1.3K - $1.55K
|
15
$1.44K
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
12+ 0.22% |
$1.04K - $1.24K
|
5.43K
$521K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.7% |
$782 - $932
|
1.29K
$124K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.25% |
$695 - $829
|
3.19K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.3% |
$609 - $725
|
2.35K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6New |
$522 - $622
|
6
$576
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 6.67% |
$435 - $518
|
80
$7.67K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$435 - $518
|
2.48K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.03% |
$174 - $207
|
6.5K
$624K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.09% |
$174 - $207
|
2.29K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 1.2% |
$86.9 - $104
|
84
$8.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.32% |
$86.9 - $104
|
77
$7.39K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 7.69% |
$86.9 - $104
|
14
$1.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.01% |
$86.9 - $104
|
14.9K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 20.0% |
$86.9 - $104
|
6
$576
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 100.0% |
$86.9 - $104
|
2
$192
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.09% |
$86.9 - $104
|
1.09K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 2.33% |
$86.9 - $104
|
44
$4.22K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$86.9 - $104
|
5K
$479K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.05% |
$86.9 - $104
|
1.94K
$186K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2- 0.01% |
$174 - $207
|
14.4K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.84% |
$261 - $311
|
353
$33.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.05% |
$261 - $311
|
6.22K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6- 0.17% |
$522 - $622
|
3.6K
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-10- 0.57% |
$869 - $1.04K
|
1.75K
$168K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-10- 18.87% |
$869 - $1.04K
|
43
$4.12K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11- 0.42% |
$956 - $1.14K
|
2.61K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-12- 0.3% |
$1.04K - $1.24K
|
3.98K
$382K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12- 0.16% |
$1.04K - $1.24K
|
7.73K
$741K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-15- 0.34% |
$1.3K - $1.55K
|
4.38K
$421K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-15- 1.0% |
$1.3K - $1.55K
|
1.49K
$143K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-20- 1.81% |
$1.74K - $2.07K
|
1.09K
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-21- 91.3% |
$1.83K - $2.18K
|
2
$192
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21- 0.73% |
$1.83K - $2.18K
|
2.85K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-23- 0.88% |
$2K - $2.38K
|
2.58K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 0.39% |
$2.26K - $2.69K
|
6.64K
$637K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-29- 0.24% |
$2.52K - $3K
|
12.1K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-29- 0.44% |
$2.52K - $3K
|
6.56K
$629K
|