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 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-50- 0.69% |
$4.54K - $5.14K
|
7.19K
$689K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-50- 50.0% |
$4.54K - $5.14K
|
50
$4.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 35.53% |
$4.9K - $5.55K
|
98
$9.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-59- 0.27% |
$5.35K - $6.07K
|
22.2K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-62- 2.18% |
$5.63K - $6.38K
|
2.78K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-67- 1.08% |
$6.08K - $6.89K
|
6.15K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-70- 2.82% |
$6.35K - $7.2K
|
2.41K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-75- 6.89% |
$6.81K - $7.72K
|
1.01K
$97.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-81- 1.72% |
$7.35K - $8.33K
|
4.64K
$445K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89- 0.87% |
$8.08K - $9.16K
|
10.1K
$969K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 25.0% |
$9.07K - $10.3K
|
300
$28.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-120- 0.81% |
$10.9K - $12.3K
|
14.7K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 3.02% |
$11.3K - $12.9K
|
4.01K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-125- 2.98% |
$11.3K - $12.9K
|
4.07K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-135- 4.29% |
$12.2K - $13.9K
|
3.01K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-161- 1.08% |
$14.6K - $16.6K
|
14.8K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-165- 2.66% |
$15K - $17K
|
6.04K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-175- 1.23% |
$15.9K - $18K
|
14K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-176- 4.48% |
$16K - $18.1K
|
3.75K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-180- 16.51% |
$16.3K - $18.5K
|
910
$87.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-194- 3.13% |
$17.6K - $20K
|
6.01K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-195- 0.25% |
$17.7K - $20.1K
|
77.7K
$7.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-205- 3.13% |
$18.6K - $21.1K
|
6.36K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-206- 8.05% |
$18.7K - $21.2K
|
2.35K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-212- 21.16% |
$19.2K - $21.8K
|
790
$75.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-218- 0.4% |
$19.8K - $22.4K
|
54.3K
$5.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-236- 2.79% |
$21.4K - $24.3K
|
8.23K
$790K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-238- 2.2% |
$21.6K - $24.5K
|
10.6K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-243- 1.43% |
$22K - $25K
|
16.7K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-245- 60.95% |
$22.2K - $25.2K
|
157
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-269- 0.73% |
$24.4K - $27.7K
|
36.4K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-272- 14.04% |
$24.7K - $28K
|
1.67K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-294- 0.78% |
$26.7K - $30.2K
|
37.5K
$3.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-297- 1.4% |
$26.9K - $30.6K
|
20.9K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-318- 12.17% |
$28.9K - $32.7K
|
2.3K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-321- 1.23% |
$29.1K - $33K
|
25.7K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-326- 1.94% |
$29.6K - $33.5K
|
16.5K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-327- 2.7% |
$29.7K - $33.6K
|
11.8K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-338- 2.95% |
$30.7K - $34.8K
|
11.1K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-375- 0.37% |
$34K - $38.6K
|
100K
$9.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-380- 1.16% |
$34.5K - $39.1K
|
32.5K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-400- 3.38% |
$36.3K - $41.1K
|
11.4K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-415- 1.88% |
$37.7K - $42.7K
|
21.7K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-416- 6.49% |
$37.7K - $42.8K
|
5.99K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-417- 13.95% |
$37.8K - $42.9K
|
2.57K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-456- 5.01% |
$41.4K - $46.9K
|
8.64K
$829K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-471- 11.94% |
$42.7K - $48.5K
|
3.47K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-472- 17.04% |
$42.8K - $48.6K
|
2.3K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-479- 17.11% |
$43.5K - $49.3K
|
2.32K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-494- 41.44% |
$44.8K - $50.8K
|
698
$67K
|