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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
600New |
$54.4K - $61.7K
|
600
$57.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
544+ 2.62% |
$49.4K - $56K
|
21.3K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
479+ 6.55% |
$43.5K - $49.3K
|
7.8K
$748K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
466+ 19.84% |
$42.3K - $47.9K
|
2.82K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
455New |
$41.3K - $46.8K
|
455
$43.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
451+ 2.26% |
$40.9K - $46.4K
|
20.4K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
384New |
$34.8K - $39.5K
|
384
$36.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
360+ 2.95% |
$32.7K - $37K
|
12.6K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
357+ 3.02% |
$32.4K - $36.7K
|
12.2K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
305+ 4.0% |
$27.7K - $31.4K
|
7.93K
$761K
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 0.97% |
$27.2K - $30.9K
|
31.2K
$2.99M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
300New |
$27.2K - $30.9K
|
300
$28.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
300+ 7.57% |
$27.2K - $30.9K
|
4.27K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
291New |
$26.4K - $29.9K
|
291
$27.9K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
287+ 10.05% |
$26K - $29.5K
|
3.14K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
287+ 0.41% |
$26K - $29.5K
|
70K
$6.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
283+ 3.76% |
$25.7K - $29.1K
|
7.81K
$749K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
261+ 18.95% |
$23.7K - $26.8K
|
1.64K
$157K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
254+ 0.49% |
$23K - $26.1K
|
51.9K
$4.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
249+ 7.97% |
$22.6K - $25.6K
|
3.37K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
238+ 146.01% |
$21.6K - $24.5K
|
401
$38.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
216+ 12.34% |
$19.6K - $22.2K
|
1.97K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
207+ 5.64% |
$18.8K - $21.3K
|
3.88K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
205+ 9.52% |
$18.6K - $21.1K
|
2.36K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
202+ 3.04% |
$18.3K - $20.8K
|
6.84K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$18.1K - $20.6K
|
200
$19.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
190+ 2.27% |
$17.2K - $19.5K
|
8.55K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
176+ 1.13% |
$16K - $18.1K
|
15.7K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
159+ 3.2% |
$14.4K - $16.4K
|
5.13K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
140+ 0.26% |
$12.7K - $14.4K
|
54.9K
$5.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
122+ 8.19% |
$11.1K - $12.6K
|
1.61K
$155K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
109+ 4.97% |
$9.89K - $11.2K
|
2.3K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
107New |
$9.71K - $11K
|
107
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
105New |
$9.53K - $10.8K
|
105
$10.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
100+ 1.1% |
$9.07K - $10.3K
|
9.17K
$880K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
99+ 6.09% |
$8.98K - $10.2K
|
1.73K
$165K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
96+ 2.04% |
$8.71K - $9.88K
|
4.8K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
92New |
$8.35K - $9.46K
|
92
$8.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
87+ 0.04% |
$7.89K - $8.95K
|
246K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
72New |
$6.53K - $7.41K
|
72
$6.91K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
66+ 0.85% |
$5.99K - $6.79K
|
7.79K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
61+ 0.87% |
$5.54K - $6.28K
|
7.07K
$678K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
59+ 0.93% |
$5.35K - $6.07K
|
6.41K
$615K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
58+ 2.4% |
$5.26K - $5.97K
|
2.48K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
56New |
$5.08K - $5.76K
|
56
$5.37K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
52+ 0.58% |
$4.72K - $5.35K
|
9.02K
$865K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
52+ 0.84% |
$4.72K - $5.35K
|
6.25K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51+ 30.36% |
$4.63K - $5.25K
|
219
$21K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
50New |
$4.54K - $5.14K
|
50
$4.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
44New |
$3.99K - $4.53K
|
44
$4.22K
|