Purchases and Sales Made in Q4 2024 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
20.2KNew |
$1.83M - $2.08M
|
20.2K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
20.1K+ 20.15% |
$1.82M - $2.06M
|
120K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.7K+ 52.57% |
$1.79M - $2.03M
|
57.2K
$5.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
19.6K+ 67.07% |
$1.78M - $2.02M
|
48.9K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18.4K+ 58.14% |
$1.67M - $1.89M
|
50K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
17.8K+ 43.4% |
$1.62M - $1.83M
|
58.9K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
17.8KNew |
$1.62M - $1.83M
|
17.8K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.9K+ 15.68% |
$1.53M - $1.74M
|
125K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.36M - $1.54M
|
15K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
14.8KNew |
$1.34M - $1.52M
|
14.8K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.2K+ 83.07% |
$1.29M - $1.47M
|
31.4K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.2KNew |
$1.29M - $1.46M
|
14.2K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13.9K+ 215.17% |
$1.26M - $1.43M
|
20.3K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
13.7KNew |
$1.24M - $1.41M
|
13.7K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 7.61% |
$1.19M - $1.35M
|
186K
$17.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.2K+ 42.43% |
$1.02M - $1.16M
|
37.8K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$960K - $1.09M
|
10.6K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1K+ 34.83% |
$916K - $1.04M
|
39.1K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.98K+ 257.51% |
$905K - $1.03M
|
13.9K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.4K+ 217.31% |
$853K - $967K
|
13.7K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.36KNew |
$849K - $962K
|
9.36K
$897K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
9.31K+ 76.06% |
$845K - $958K
|
21.6K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.66K+ 28.6% |
$786K - $891K
|
39K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.22KNew |
$746K - $845K
|
8.22K
$788K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.06K+ 117.23% |
$732K - $830K
|
14.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.89K+ 7.23% |
$716K - $812K
|
117K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.73K+ 1659.66% |
$702K - $796K
|
8.2K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.62K+ 21.72% |
$691K - $784K
|
42.7K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.62K+ 5.89% |
$691K - $783K
|
137K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.46KNew |
$677K - $767K
|
7.46K
$716K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
7.06K+ 1.75% |
$641K - $727K
|
411K
$39.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.9KNew |
$626K - $710K
|
6.9K
$662K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.6K+ 252.52% |
$599K - $679K
|
9.22K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.21K+ 59.68% |
$563K - $639K
|
16.6K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.57KNew |
$505K - $572K
|
5.57K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.42KNew |
$492K - $557K
|
5.42K
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.14KNew |
$466K - $528K
|
5.14K
$493K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.99K+ 34.84% |
$453K - $513K
|
19.3K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.71KNew |
$427K - $485K
|
4.71K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.43K+ 1.13% |
$402K - $455K
|
397K
$38M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.29K+ 1.95% |
$389K - $441K
|
225K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.28K+ 3454.84% |
$389K - $441K
|
4.41K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.26KNew |
$387K - $438K
|
4.26K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.21K+ 21.67% |
$382K - $433K
|
23.6K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$367K - $417K
|
4.05K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.87KNew |
$352K - $399K
|
3.87K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.84KNew |
$349K - $395K
|
3.84K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.8KNew |
$345K - $391K
|
3.8K
$365K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.74K+ 22.56% |
$340K - $385K
|
20.3K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.62KNew |
$329K - $372K
|
3.62K
$347K
|