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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-518- 10.02% |
$47K - $53.3K
|
4.65K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-531- 3.0% |
$48.2K - $54.6K
|
17.2K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-582- 1.12% |
$52.8K - $59.9K
|
51.3K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-611- 0.53% |
$55.4K - $62.9K
|
114K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-632- 19.99% |
$57.3K - $65K
|
2.53K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-650- 7.52% |
$59K - $66.9K
|
8K
$767K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-675- 6.07% |
$61.2K - $69.4K
|
10.4K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-746- 13.38% |
$67.7K - $76.7K
|
4.83K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-754- 5.22% |
$68.4K - $77.6K
|
13.7K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-773- 12.42% |
$70.1K - $79.5K
|
5.45K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-789- 24.34% |
$71.6K - $81.2K
|
2.45K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-831- 21.48% |
$75.4K - $85.5K
|
3.04K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-916- 2.68% |
$83.1K - $94.2K
|
33.3K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.01K- 5.55% |
$91.5K - $104K
|
17.2K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.03K- 19.32% |
$93.7K - $106K
|
4.31K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.07K- 15.96% |
$97.5K - $110K
|
5.65K
$542K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 12.43% |
$136K - $154K
|
10.6K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 8.49% |
$142K - $162K
|
16.9K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.64K- 20.81% |
$148K - $168K
|
6.23K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.68K- 9.88% |
$152K - $172K
|
15.3K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 5.76% |
$153K - $174K
|
27.7K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.78K- 28.15% |
$162K - $183K
|
4.54K
$436K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.83K- 6.4% |
$166K - $189K
|
26.8K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.2K- 32.62% |
$200K - $226K
|
4.55K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.55K- 2.65% |
$231K - $262K
|
93.8K
$9M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 17.38% |
$235K - $266K
|
12.3K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 16.53% |
$245K - $278K
|
13.7K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.98K- 35.62% |
$270K - $306K
|
5.38K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.19K- 11.62% |
$289K - $328K
|
24.2K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.33K- 41.75% |
$302K - $343K
|
4.65K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-3.7K- 27.68% |
$336K - $381K
|
9.67K
$927K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.88K- 0.96% |
$352K - $399K
|
402K
$38.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-4.04K- 19.43% |
$366K - $415K
|
16.7K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4.74K- 6.93% |
$430K - $487K
|
63.7K
$6.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.06K- 9.76% |
$459K - $520K
|
46.8K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.2K- 11.61% |
$472K - $535K
|
39.6K
$3.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.24K- 99.9% |
$475K - $539K
|
5
$480
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.24K- 29.64% |
$476K - $539K
|
12.4K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.44K- 34.45% |
$493K - $559K
|
10.3K
$992K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.69K- 38.34% |
$516K - $585K
|
9.15K
$878K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.97K- 7.51% |
$542K - $614K
|
73.6K
$7.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.4K- 84.09% |
$671K - $761K
|
1.4K
$134K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.43K- 9.59% |
$674K - $765K
|
70.1K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.49K- 62.07% |
$680K - $771K
|
4.58K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.23K- 37.45% |
$747K - $847K
|
13.7K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-9.09K- 36.67% |
$825K - $935K
|
15.7K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-9.14K- 17.33% |
$829K - $940K
|
43.6K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.1K- 6.16% |
$912K - $1.03M
|
153K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-10.8K- 13.01% |
$982K - $1.11M
|
72.4K
$6.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-11.4K- 38.2% |
$1.03M - $1.17M
|
18.4K
$1.77M
|