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 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-5.42K- 63.38% |
$397K - $501K
|
3.13K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-5.62K- 30.12% |
$412K - $520K
|
13K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.89K- 40.83% |
$505K - $637K
|
9.99K
$1M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.35K- 70.32% |
$538K - $679K
|
3.1K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.46K- 50.75% |
$547K - $690K
|
7.24K
$726K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.1K- 7.39% |
$667K - $841K
|
114K
$11.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.26K- 7.59% |
$678K - $856K
|
113K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-10.1K- 18.97% |
$743K - $938K
|
43.3K
$4.35M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-10.2K- 20.58% |
$749K - $945K
|
39.4K
$3.96M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.4K- 58.86% |
$836K - $1.05M
|
7.97K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-12K- 93.34% |
$880K - $1.11M
|
856
$85.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.2K- 36.62% |
$892K - $1.12M
|
21.1K
$2.11M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-13.3KClosed |
$975K - $1.23M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-13.6K- 99.99% |
$997K - $1.26M
|
1
$100
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 22.66% |
$1.31M - $1.65M
|
60.9K
$6.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.3K- 26.65% |
$1.63M - $2.06M
|
61.3K
$6.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-22.7K- 4.28% |
$1.66M - $2.1M
|
508K
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-24.8K- 79.9% |
$1.82M - $2.3M
|
6.25K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.5K- 53.2% |
$2.09M - $2.63M
|
25.1K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.8K- 21.7% |
$2.18M - $2.75M
|
107K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32K- 56.7% |
$2.35M - $2.96M
|
24.5K
$2.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-33.7K- 75.9% |
$2.47M - $3.12M
|
10.7K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-33.8K- 54.54% |
$2.47M - $3.12M
|
28.1K
$2.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.7K- 7.16% |
$2.69M - $3.4M
|
477K
$47.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41.4K- 27.2% |
$3.04M - $3.83M
|
111K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-41.6K- 27.47% |
$3.05M - $3.85M
|
110K
$11M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-44.1K- 86.02% |
$3.23M - $4.07M
|
7.16K
$719K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.7K- 30.12% |
$3.35M - $4.22M
|
106K
$10.6M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-50.8K- 50.09% |
$3.72M - $4.7M
|
50.6K
$5.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-60K- 98.85% |
$4.4M - $5.55M
|
696
$69.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-64.3K- 55.59% |
$4.71M - $5.94M
|
51.4K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-64.7K- 94.2% |
$4.74M - $5.98M
|
3.98K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-90.7K- 60.44% |
$6.64M - $8.38M
|
59.3K
$5.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Passaic Partners LLC
|
SELL
|
- |
-97.9K- 32.95% |
$7.17M - $9.05M
|
199K
$20M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-100K- 76.34% |
$7.33M - $9.25M
|
31K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-152K- 77.76% |
$11.1M - $14.1M
|
43.5K
$4.37M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-178K- 26.47% |
$13M - $16.4M
|
493K
$49.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-280K- 62.17% |
$20.5M - $25.9M
|
170K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-394K- 69.34% |
$28.8M - $36.4M
|
174K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-567K- 54.78% |
$41.5M - $52.4M
|
468K
$47M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.17M- 38.3% |
$85.8M - $108M
|
1.89M
$189M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.87M- 52.64% |
$137M - $173M
|
1.68M
$169M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2M- 49.44% |
$147M - $185M
|
2.05M
$206M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.79M- 59.66% |
$204M - $258M
|
1.89M
$189M
|