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 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.04K+ 49.95% |
$94.2K - $107K
|
3.12K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
997+ 67.92% |
$90.5K - $103K
|
2.47K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
909+ 14.31% |
$82.5K - $93.5K
|
7.26K
$687K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
877+ 18.44% |
$79.6K - $90.2K
|
5.63K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
780+ 5.78% |
$70.8K - $80.2K
|
14.3K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
732+ 2.7% |
$66.4K - $75.3K
|
27.9K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
726+ 16.1% |
$65.9K - $74.7K
|
5.24K
$495K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
711+ 12.6% |
$64.5K - $73.1K
|
6.36K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
686New |
$62.2K - $70.6K
|
686
$64.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
680+ 9.75% |
$61.7K - $70K
|
7.65K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
651+ 3.7% |
$59.1K - $67K
|
18.3K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
643+ 31.15% |
$58.3K - $66.1K
|
2.71K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
640+ 19.13% |
$58.1K - $65.8K
|
3.99K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
605+ 25.26% |
$54.9K - $62.2K
|
3K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
600New |
$54.4K - $61.7K
|
600
$56.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
544+ 2.62% |
$49.4K - $56K
|
21.3K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
479+ 6.55% |
$43.5K - $49.3K
|
7.8K
$737K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
466+ 19.84% |
$42.3K - $47.9K
|
2.82K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
466+ 19.84% |
$42.3K - $47.9K
|
2.82K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
455New |
$41.3K - $46.8K
|
455
$43K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
451+ 2.26% |
$40.9K - $46.4K
|
20.4K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
384New |
$34.8K - $39.5K
|
384
$36.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
360+ 2.95% |
$32.7K - $37K
|
12.6K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
357+ 3.02% |
$32.4K - $36.7K
|
12.2K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
305+ 4.0% |
$27.7K - $31.4K
|
7.93K
$750K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
300New |
$27.2K - $30.9K
|
300
$28.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 0.97% |
$27.2K - $30.9K
|
31.2K
$2.95M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
300+ 7.57% |
$27.2K - $30.9K
|
4.27K
$403K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
291New |
$26.4K - $29.9K
|
291
$27.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
287+ 0.41% |
$26K - $29.5K
|
70K
$6.62M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
287+ 10.05% |
$26K - $29.5K
|
3.14K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
283+ 3.76% |
$25.7K - $29.1K
|
7.81K
$739K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
261+ 18.95% |
$23.7K - $26.8K
|
1.64K
$155K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
254+ 0.49% |
$23K - $26.1K
|
51.9K
$4.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
249+ 7.97% |
$22.6K - $25.6K
|
3.37K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
238+ 146.01% |
$21.6K - $24.5K
|
401
$37.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
216+ 12.34% |
$19.6K - $22.2K
|
1.97K
$186K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
207+ 5.64% |
$18.8K - $21.3K
|
3.88K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
205+ 9.52% |
$18.6K - $21.1K
|
2.36K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
202+ 3.04% |
$18.3K - $20.8K
|
6.84K
$647K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200New |
$18.1K - $20.6K
|
200
$18.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
200New |
$18.1K - $20.6K
|
200
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
190+ 2.27% |
$17.2K - $19.5K
|
8.55K
$809K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
176+ 1.13% |
$16K - $18.1K
|
15.7K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
159+ 3.2% |
$14.4K - $16.4K
|
5.13K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
140+ 0.26% |
$12.7K - $14.4K
|
54.9K
$5.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
122+ 8.19% |
$11.1K - $12.6K
|
1.61K
$152K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
109+ 4.97% |
$9.89K - $11.2K
|
2.3K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
107New |
$9.71K - $11K
|
107
$10.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
105New |
$9.53K - $10.8K
|
105
$9.93K
|