Purchases and Sales Made in Q4 2023 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
25.6KNew |
$1.88M - $2.37M
|
25.6K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
25.2K+ 68.62% |
$1.85M - $2.33M
|
62K
$6.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
24.6KNew |
$1.81M - $2.28M
|
24.6K
$2.47M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
24.6K+ 39.16% |
$1.8M - $2.27M
|
87.2K
$8.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
24.5K+ 58.63% |
$1.79M - $2.26M
|
66.2K
$6.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.9K+ 588.15% |
$1.75M - $2.21M
|
28K
$2.81M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
22.6KNew |
$1.65M - $2.09M
|
22.6K
$2.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
22.5K+ 317.49% |
$1.65M - $2.08M
|
29.6K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.5KNew |
$1.57M - $1.98M
|
21.5K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21.3KNew |
$1.56M - $1.97M
|
21.3K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
20.7KNew |
$1.52M - $1.91M
|
20.7K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.9KNew |
$1.46M - $1.84M
|
19.9K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
18.8KNew |
$1.38M - $1.74M
|
18.8K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
18.5KNew |
$1.35M - $1.71M
|
18.5K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
17.4KNew |
$1.27M - $1.61M
|
17.4K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
17KNew |
$1.25M - $1.57M
|
17K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
16.8K+ 44.6% |
$1.23M - $1.56M
|
54.5K
$5.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
15.2KNew |
$1.11M - $1.4M
|
15.2K
$1.52M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
13.8KNew |
$1.01M - $1.27M
|
13.8K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.5K+ 282.16% |
$841K - $1.06M
|
15.6K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 17.71% |
$839K - $1.06M
|
76.1K
$7.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$831K - $1.05M
|
11.3K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.2K+ 6.78% |
$819K - $1.03M
|
176K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$750K - $947K
|
10.2K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
10.1K+ 13.78% |
$739K - $932K
|
83.2K
$8.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
9.91KNew |
$726K - $916K
|
9.91K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.65KNew |
$707K - $892K
|
9.65K
$968K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
9.6K+ 7.44% |
$703K - $887K
|
139K
$13.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.33KNew |
$684K - $863K
|
9.33K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.79KNew |
$644K - $812K
|
8.79K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
8.41KNew |
$617K - $778K
|
8.41K
$844K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.34K+ 96.93% |
$611K - $771K
|
17K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.9K+ 5413.7% |
$579K - $731K
|
8.05K
$808K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.83K+ 195.48% |
$574K - $724K
|
11.8K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
7.82KNew |
$573K - $723K
|
7.82K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.71KNew |
$565K - $712K
|
7.71K
$773K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.65KNew |
$560K - $707K
|
7.65K
$767K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7.55KNew |
$553K - $698K
|
7.55K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.45K+ 14.01% |
$546K - $689K
|
60.7K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.06K+ 3.11% |
$518K - $653K
|
234K
$23.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.71K+ 21.02% |
$492K - $620K
|
38.6K
$3.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.01K+ 29.05% |
$440K - $555K
|
26.7K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
5.95K+ 130.86% |
$436K - $550K
|
10.5K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.15K+ 375.38% |
$378K - $477K
|
6.53K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
5.06KNew |
$371K - $468K
|
5.06K
$508K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.85KNew |
$355K - $448K
|
4.85K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.46K+ 108.98% |
$327K - $413K
|
8.56K
$859K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45K+ 7.71% |
$326K - $411K
|
62.1K
$6.23M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
4.41K+ 68.11% |
$323K - $408K
|
10.9K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
4.3KNew |
$315K - $398K
|
4.3K
$432K
|