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 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.33K+ 1.22% |
$97.6K - $123K
|
110K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.28KNew |
$94K - $119K
|
1.28K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.25KNew |
$91.3K - $115K
|
1.25K
$125K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.17K+ 11.29% |
$86K - $109K
|
11.6K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.16K+ 106.94% |
$84.6K - $107K
|
2.24K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 26.62% |
$82.1K - $104K
|
5.33K
$535K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.11KNew |
$81.2K - $102K
|
1.11K
$111K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.1KNew |
$80.6K - $102K
|
1.1K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.03K+ 5.57% |
$75.8K - $95.6K
|
19.6K
$1.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.03K+ 20.33% |
$75.6K - $95.4K
|
6.11K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
999+ 13.93% |
$73.2K - $92.4K
|
8.17K
$820K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
975+ 46.23% |
$71.4K - $90.1K
|
3.08K
$310K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
900New |
$66K - $83.2K
|
900
$90.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
886New |
$64.9K - $81.9K
|
886
$88.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
794+ 7.66% |
$58.2K - $73.4K
|
11.2K
$1.12M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
793+ 1.36% |
$58.1K - $73.3K
|
59K
$5.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
727+ 10.1% |
$53.3K - $67.2K
|
7.92K
$795K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
713New |
$52.2K - $65.9K
|
713
$71.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
526+ 0.58% |
$38.5K - $48.6K
|
90.6K
$9.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
505+ 2.69% |
$37K - $46.7K
|
19.3K
$1.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
488+ 1.08% |
$35.8K - $45.1K
|
45.5K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
404+ 7.07% |
$29.6K - $37.4K
|
6.12K
$614K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
400New |
$29.3K - $37K
|
400
$40.1K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
400New |
$29.3K - $37K
|
400
$40.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
378+ 2.11% |
$27.7K - $34.9K
|
18.3K
$1.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
333+ 10.05% |
$24.4K - $30.8K
|
3.65K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
306+ 1.95% |
$22.4K - $28.3K
|
16K
$1.6M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$22K - $27.7K
|
300
$30.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
300New |
$22K - $27.7K
|
300
$30.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
281+ 0.5% |
$20.6K - $26K
|
56.3K
$5.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
277+ 1.7% |
$20.3K - $25.6K
|
16.5K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
243+ 3.44% |
$17.8K - $22.5K
|
7.3K
$732K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
221+ 4.23% |
$16.2K - $20.4K
|
5.44K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
206+ 1.13% |
$15.1K - $19K
|
18.4K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 0.72% |
$14.7K - $18.5K
|
27.9K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$14.7K - $18.5K
|
200
$20.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200New |
$14.7K - $18.5K
|
200
$20.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 72.73% |
$14.7K - $18.5K
|
475
$47.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
189+ 23.86% |
$13.8K - $17.5K
|
981
$98.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
168+ 11.83% |
$12.3K - $15.5K
|
1.59K
$159K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
164+ 0.69% |
$12K - $15.2K
|
23.9K
$2.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
153New |
$11.2K - $14.1K
|
153
$15.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
153+ 0.3% |
$11.2K - $14.1K
|
51.6K
$5.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
137+ 3.89% |
$10K - $12.7K
|
3.66K
$367K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
124New |
$9.09K - $11.5K
|
124
$12.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
118New |
$8.65K - $10.9K
|
118
$11.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
118New |
$8.65K - $10.9K
|
118
$11.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
112+ 2.88% |
$8.21K - $10.4K
|
4K
$401K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
88+ 1.19% |
$6.45K - $8.14K
|
7.47K
$750K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
79+ 11.74% |
$5.79K - $7.3K
|
752
$75.5K
|