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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
100+ 1.1% |
$9.07K - $10.3K
|
9.17K
$867K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
99+ 6.09% |
$8.98K - $10.2K
|
1.73K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
96+ 2.04% |
$8.71K - $9.88K
|
4.8K
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
92New |
$8.35K - $9.46K
|
92
$8.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
87+ 0.04% |
$7.89K - $8.95K
|
246K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
72New |
$6.53K - $7.41K
|
72
$6.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
66+ 0.85% |
$5.99K - $6.79K
|
7.79K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
61+ 0.87% |
$5.54K - $6.28K
|
7.07K
$668K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
59+ 0.93% |
$5.35K - $6.07K
|
6.41K
$606K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
58+ 2.4% |
$5.26K - $5.97K
|
2.48K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
56New |
$5.08K - $5.76K
|
56
$5.29K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
52+ 0.84% |
$4.72K - $5.35K
|
6.25K
$590K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
52+ 0.58% |
$4.72K - $5.35K
|
9.02K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51+ 30.36% |
$4.63K - $5.25K
|
219
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
50New |
$4.54K - $5.14K
|
50
$4.73K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
44New |
$3.99K - $4.53K
|
44
$4.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
43New |
$3.9K - $4.42K
|
43
$4.07K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
40+ 0.22% |
$3.63K - $4.11K
|
18.3K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
39+ 0.71% |
$3.54K - $4.01K
|
5.52K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
38+ 0.82% |
$3.45K - $3.91K
|
4.66K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
37+ 0.59% |
$3.36K - $3.81K
|
6.32K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.79% |
$3.09K - $3.5K
|
4.36K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
27+ 0.76% |
$2.45K - $2.78K
|
3.58K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
26+ 0.32% |
$2.36K - $2.67K
|
8.12K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
25+ 0.85% |
$2.27K - $2.57K
|
2.97K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23+ 0.84% |
$2.09K - $2.37K
|
2.76K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
22+ 0.88% |
$2K - $2.26K
|
2.51K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
21+ 0.58% |
$1.91K - $2.16K
|
3.62K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
16+ 0.68% |
$1.45K - $1.65K
|
2.36K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
12+ 8.11% |
$1.09K - $1.23K
|
160
$15.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.85% |
$998 - $1.13K
|
1.3K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.34% |
$907 - $1.03K
|
2.97K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.42% |
$817 - $926
|
2.15K
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.34% |
$726 - $823
|
2.36K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
7New |
$635 - $720
|
7
$662
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.75% |
$454 - $514
|
673
$63.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 6.49% |
$454 - $514
|
82
$7.75K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3+ 0.13% |
$272 - $309
|
2.29K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
3+ 1.71% |
$272 - $309
|
178
$16.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.71% |
$272 - $309
|
424
$40.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
3+ 6.82% |
$272 - $309
|
47
$4.44K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2+ 2.2% |
$181 - $206
|
93
$8.79K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.2% |
$181 - $206
|
169
$16K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.97% |
$90.7 - $103
|
104
$9.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$90.7 - $103
|
1
$94.6
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 0.13% |
$90.7 - $103
|
791
$74.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.5% |
$90.7 - $103
|
41
$3.88K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$90.7 - $103
|
5K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 1.19% |
$90.7 - $103
|
85
$8.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.05% |
$90.7 - $103
|
2.19K
$207K
|