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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$90.7 - $103
|
27K
$2.56M
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$90.7 - $103
|
239K
$22.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.57% |
$181 - $206
|
351
$33.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 20.0% |
$272 - $309
|
12
$1.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3- 0.21% |
$272 - $309
|
1.43K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4- 0.13% |
$363 - $411
|
2.99K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.13% |
$726 - $823
|
6.07K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 5.25% |
$1.54K - $1.75K
|
307
$29K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-19- 0.29% |
$1.72K - $1.95K
|
6.47K
$612K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-19- 0.74% |
$1.72K - $1.95K
|
2.56K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-21- 4.54% |
$1.91K - $2.16K
|
442
$41.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 4.43% |
$2.27K - $2.57K
|
539
$51K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-30- 0.93% |
$2.72K - $3.09K
|
3.2K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-34- 50.0% |
$3.09K - $3.5K
|
34
$3.21K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39- 0.37% |
$3.54K - $4.01K
|
10.6K
$998K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-44- 1.84% |
$3.99K - $4.53K
|
2.34K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-49- 1.64% |
$4.45K - $5.04K
|
2.94K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-50- 0.69% |
$4.54K - $5.14K
|
7.19K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-50- 50.0% |
$4.54K - $5.14K
|
50
$4.73K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-54- 35.53% |
$4.9K - $5.55K
|
98
$9.27K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-59- 0.27% |
$5.35K - $6.07K
|
22.2K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-62- 2.18% |
$5.63K - $6.38K
|
2.78K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-67- 1.08% |
$6.08K - $6.89K
|
6.15K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-70- 2.82% |
$6.35K - $7.2K
|
2.41K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-75- 6.89% |
$6.81K - $7.72K
|
1.01K
$95.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-81- 1.72% |
$7.35K - $8.33K
|
4.64K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89- 0.87% |
$8.08K - $9.16K
|
10.1K
$955K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 25.0% |
$9.07K - $10.3K
|
300
$28.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-120- 0.81% |
$10.9K - $12.3K
|
14.7K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-125- 2.98% |
$11.3K - $12.9K
|
4.07K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 3.02% |
$11.3K - $12.9K
|
4.01K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-135- 4.29% |
$12.2K - $13.9K
|
3.01K
$285K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-146- 1.81% |
$13.2K - $15K
|
7.91K
$748K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-154- 1.02% |
$14K - $15.8K
|
14.9K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-161- 1.08% |
$14.6K - $16.6K
|
14.8K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-165- 2.66% |
$15K - $17K
|
6.04K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-175- 1.23% |
$15.9K - $18K
|
14K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-176- 4.48% |
$16K - $18.1K
|
3.75K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-180- 16.51% |
$16.3K - $18.5K
|
910
$86K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-194- 3.13% |
$17.6K - $20K
|
6.01K
$568K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-195- 0.25% |
$17.7K - $20.1K
|
77.7K
$7.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-205- 3.13% |
$18.6K - $21.1K
|
6.36K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-206- 8.05% |
$18.7K - $21.2K
|
2.35K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-212- 21.16% |
$19.2K - $21.8K
|
790
$74.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-218- 0.4% |
$19.8K - $22.4K
|
54.3K
$5.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-236- 2.79% |
$21.4K - $24.3K
|
8.23K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-238- 2.2% |
$21.6K - $24.5K
|
10.6K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-243- 1.43% |
$22K - $25K
|
16.7K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-245- 60.95% |
$22.2K - $25.2K
|
157
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-269- 0.73% |
$24.4K - $27.7K
|
36.4K
$3.44M
|