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
|
Allie Family Office LLC
|
SELL
|
- |
-500- 1.91% |
$36.6K - $46.2K
|
25.7K
$2.57M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-519- 17.42% |
$38K - $48K
|
2.46K
$247K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-546- 4.44% |
$40K - $50.5K
|
11.7K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-552- 11.42% |
$40.5K - $51K
|
4.28K
$430K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-599- 20.99% |
$43.9K - $55.4K
|
2.26K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-614- 11.72% |
$45K - $56.8K
|
4.63K
$464K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-679- 1.21% |
$49.8K - $62.8K
|
55.5K
$5.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-715- 95.21% |
$52.4K - $66.1K
|
36
$3.61K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-761- 22.01% |
$55.8K - $70.4K
|
2.7K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-785- 5.69% |
$57.5K - $72.6K
|
13K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-913- 12.11% |
$66.9K - $84.4K
|
6.63K
$665K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.07K- 3.95% |
$78.4K - $98.9K
|
26K
$2.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.1K- 3.25% |
$80.7K - $102K
|
32.8K
$3.29M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-1.14K- 28.28% |
$83.5K - $105K
|
2.89K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.23K- 1.74% |
$89.8K - $113K
|
69.2K
$6.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 12.08% |
$90.4K - $114K
|
8.98K
$902K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.32K- 1.48% |
$96.7K - $122K
|
87.6K
$8.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.34K- 0.47% |
$98K - $124K
|
281K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.4K- 19.55% |
$103K - $129K
|
5.76K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-1.42K- 34.44% |
$104K - $131K
|
2.7K
$270K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.43K- 58.28% |
$105K - $132K
|
1.02K
$103K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 5.51% |
$106K - $134K
|
24.8K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.45K- 9.34% |
$106K - $134K
|
14.1K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.48K- 37.91% |
$109K - $137K
|
2.43K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.49K- 3.8% |
$109K - $137K
|
37.7K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.58K- 35.19% |
$115K - $146K
|
2.9K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.58K- 4.45% |
$116K - $146K
|
34K
$3.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.67K- 9.04% |
$122K - $154K
|
16.8K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.85K- 26.91% |
$136K - $171K
|
5.04K
$505K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.87K- 9.05% |
$137K - $173K
|
18.8K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.88K- 11.46% |
$138K - $174K
|
14.6K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.94K- 8.28% |
$142K - $179K
|
21.4K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.99K- 94.99% |
$146K - $184K
|
105
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2K- 33.33% |
$147K - $185K
|
4K
$401K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.31K- 21.23% |
$169K - $214K
|
8.58K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.51K- 18.08% |
$184K - $232K
|
11.4K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 8.09% |
$190K - $240K
|
29.5K
$2.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.61K- 21.5% |
$191K - $241K
|
9.53K
$957K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.75K- 12.35% |
$201K - $254K
|
19.5K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.88K- 5.49% |
$211K - $267K
|
49.7K
$4.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.06K- 53.78% |
$224K - $283K
|
2.63K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.08K- 11.88% |
$226K - $285K
|
22.9K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.12K- 34.54% |
$229K - $289K
|
5.92K
$594K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.34K- 33.79% |
$245K - $309K
|
6.55K
$657K
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.43K- 17.83% |
$251K - $317K
|
15.8K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.46K- 2.57% |
$254K - $320K
|
131K
$13.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.57K- 53.0% |
$262K - $330K
|
3.17K
$318K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.25K- 59.85% |
$312K - $393K
|
2.85K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.79K- 1.1% |
$351K - $443K
|
431K
$43.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4.85K- 12.43% |
$356K - $449K
|
34.2K
$3.43M
|