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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-31- 1.87% |
$2.69K - $3.21K
|
1.63K
$156K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-32- 16.08% |
$2.78K - $3.32K
|
167
$16K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-35- 2.56% |
$3.04K - $3.63K
|
1.33K
$128K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-38- 2.69% |
$3.3K - $3.94K
|
1.38K
$132K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-41- 3.34% |
$3.56K - $4.25K
|
1.19K
$114K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-41- 0.51% |
$3.56K - $4.25K
|
8.06K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-47- 2.1% |
$4.09K - $4.87K
|
2.19K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-50- 0.59% |
$4.35K - $5.18K
|
8.47K
$812K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-55- 0.11% |
$4.78K - $5.7K
|
49.3K
$4.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-65- 68.42% |
$5.65K - $6.73K
|
30
$2.88K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-66- 27.39% |
$5.74K - $6.84K
|
175
$16.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-68- 50.0% |
$5.91K - $7.05K
|
68
$6.52K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-87- 0.64% |
$7.56K - $9.01K
|
13.5K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-93- 4.08% |
$8.08K - $9.64K
|
2.19K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-93- 16.73% |
$8.08K - $9.64K
|
463
$44.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-100- 0.67% |
$8.69K - $10.4K
|
14.9K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-105- 0.7% |
$9.13K - $10.9K
|
14.8K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.7% |
$9.13K - $10.9K
|
14.9K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-108- 2.43% |
$9.39K - $11.2K
|
4.33K
$415K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-115- 43.73% |
$10K - $11.9K
|
148
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-120- 0.71% |
$10.4K - $12.4K
|
16.8K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-132- 1.07% |
$11.5K - $13.7K
|
12.2K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-143- 2.2% |
$12.4K - $14.8K
|
6.35K
$610K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-147- 26.16% |
$12.8K - $15.2K
|
415
$39.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-168- 4.61% |
$14.6K - $17.4K
|
3.47K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-170- 4.23% |
$14.8K - $17.6K
|
3.85K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-176- 2.14% |
$15.3K - $18.2K
|
8.06K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-180- 2.92% |
$15.6K - $18.6K
|
5.98K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-181- 1.95% |
$15.7K - $18.8K
|
9.1K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-194- 7.49% |
$16.9K - $20.1K
|
2.4K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-200- 1.66% |
$17.4K - $20.7K
|
11.8K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-215- 1.49% |
$18.7K - $22.3K
|
14.2K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-223- 7.38% |
$19.4K - $23.1K
|
2.8K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-238- 6.09% |
$20.7K - $24.7K
|
3.67K
$352K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-270- 4.56% |
$23.5K - $28K
|
5.65K
$542K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-290- 6.82% |
$25.2K - $30K
|
3.97K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-298- 2.54% |
$25.9K - $30.9K
|
11.4K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-311- 0.08% |
$27K - $32.2K
|
392K
$37.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-318- 5.61% |
$27.6K - $32.9K
|
5.35K
$513K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-350- 5.33% |
$30.4K - $36.3K
|
6.21K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-352- 0.22% |
$30.6K - $36.5K
|
163K
$15.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-361- 4.7% |
$31.4K - $37.4K
|
7.32K
$702K
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-364- 2.92% |
$31.6K - $37.7K
|
12.1K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-400- 86.21% |
$34.8K - $41.4K
|
64
$6.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-407- 6.02% |
$35.4K - $42.2K
|
6.35K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-411- 5.76% |
$35.7K - $42.6K
|
6.73K
$645K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-413- 17.77% |
$35.9K - $42.8K
|
1.91K
$183K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-415- 1.35% |
$36.1K - $43K
|
30.3K
$2.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-420- 0.76% |
$36.5K - $43.5K
|
54.8K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-457- 27.71% |
$39.7K - $47.3K
|
1.19K
$114K
|