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 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 2.02% |
$5.79K - $7.3K
|
4K
$401K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
73+ 5.36% |
$5.35K - $6.75K
|
1.44K
$144K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
68+ 1.1% |
$4.98K - $6.29K
|
6.26K
$629K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
68+ 1.98% |
$4.98K - $6.29K
|
3.5K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
66+ 0.9% |
$4.84K - $6.1K
|
7.38K
$740K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
64+ 2.47% |
$4.69K - $5.92K
|
2.66K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$4.4K - $5.55K
|
60
$6.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
59+ 0.7% |
$4.32K - $5.46K
|
8.49K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
58New |
$4.25K - $5.36K
|
58
$5.82K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58New |
$4.25K - $5.36K
|
58
$5.82K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
53+ 0.31% |
$3.88K - $4.9K
|
17.3K
$1.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
48+ 3.96% |
$3.52K - $4.44K
|
1.26K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
43+ 9.33% |
$3.15K - $3.98K
|
504
$50.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
BUY
|
- |
41+ 0.03% |
$3K - $3.79K
|
124K
$12.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
39+ 0.01% |
$2.86K - $3.61K
|
445K
$44.6M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.56K - $3.24K
|
35
$3.51K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30+ 1.11% |
$2.2K - $2.77K
|
2.73K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
27New |
$1.98K - $2.5K
|
27
$2.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
27+ 0.78% |
$1.98K - $2.5K
|
3.51K
$352K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26+ 0.86% |
$1.91K - $2.4K
|
3.05K
$306K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25+ 1.88% |
$1.83K - $2.31K
|
1.36K
$136K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
24+ 1.93% |
$1.76K - $2.22K
|
1.27K
$127K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
24+ 2400.0% |
$1.76K - $2.22K
|
25
$2.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
20+ 0.28% |
$1.47K - $1.85K
|
7.06K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 1.94% |
$879 - $1.11K
|
631
$63.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10+ 2.81% |
$733 - $925
|
366
$36.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9+ 1.48% |
$660 - $832
|
618
$62K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
8New |
$586 - $740
|
8
$803
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 2.01% |
$513 - $647
|
355
$35.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 2.01% |
$513 - $647
|
355
$35.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6+ 16.67% |
$440 - $555
|
42
$4.22K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 2.5% |
$220 - $277
|
123
$12.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.55% |
$220 - $277
|
197
$19.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.99% |
$220 - $277
|
154
$15.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.08% |
$73.3 - $92.5
|
1.23K
$123K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$73.3 - $92.5
|
1
$100
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$73.3 - $92.5
|
1
$100
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.0% |
$73.3 - $92.5
|
90.6K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 12.5% |
$73.3 - $92.5
|
9
$903
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3- 0.05% |
$220 - $277
|
6.18K
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6- 6.25% |
$440 - $555
|
90
$9.03K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-10- 0.2% |
$733 - $925
|
5K
$501K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-16- 0.41% |
$1.17K - $1.48K
|
3.88K
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18- 7.47% |
$1.32K - $1.66K
|
223
$22.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-21- 0.34% |
$1.54K - $1.94K
|
6.09K
$611K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-28- 0.35% |
$2.05K - $2.59K
|
7.9K
$793K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-33- 0.67% |
$2.42K - $3.05K
|
4.89K
$491K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 0.78% |
$3.22K - $4.07K
|
5.6K
$562K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-47- 70.15% |
$3.44K - $4.35K
|
20
$2.01K
|