Purchases and Sales Made in Q1 2023 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-21- 8.86% |
$1.65K - $2K
|
216
$19.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-24- 1.08% |
$1.89K - $2.29K
|
2.19K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 8.68% |
$2.6K - $3.14K
|
347
$31.7K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-35- 5.08% |
$2.76K - $3.33K
|
654
$59.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-36- 9.42% |
$2.83K - $3.43K
|
346
$31.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-38- 2.74% |
$2.99K - $3.62K
|
1.35K
$123K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-40Closed |
$3.15K - $3.81K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-47- 5.04% |
$3.7K - $4.48K
|
886
$81.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-48- 0.69% |
$3.78K - $4.57K
|
6.92K
$633K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-49- 1.71% |
$3.86K - $4.67K
|
2.81K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50- 1.93% |
$3.94K - $4.76K
|
2.55K
$233K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 1.96% |
$3.94K - $4.76K
|
2.5K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-52- 0.4% |
$4.09K - $4.95K
|
12.8K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-65- 2.81% |
$5.12K - $6.19K
|
2.25K
$206K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-67- 1.31% |
$5.27K - $6.38K
|
5.05K
$462K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-72- 17.31% |
$5.67K - $6.86K
|
344
$31.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-76- 35.35% |
$5.98K - $7.24K
|
139
$12.7K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-76- 34.86% |
$5.98K - $7.24K
|
142
$13K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-84- 0.11% |
$6.61K - $8K
|
75.5K
$6.9M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-85- 3.95% |
$6.69K - $8.1K
|
2.07K
$189K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-89- 1.31% |
$7.01K - $8.48K
|
6.71K
$614K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-90- 84.11% |
$7.09K - $8.57K
|
17
$1.56K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-101- 1.08% |
$7.95K - $9.62K
|
9.23K
$845K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-108- 0.59% |
$8.5K - $10.3K
|
18.1K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-108- 1.78% |
$8.5K - $10.3K
|
5.95K
$545K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-110- 2.48% |
$8.66K - $10.5K
|
4.32K
$395K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-115- 1.97% |
$9.05K - $11K
|
5.73K
$524K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-124- 13.93% |
$9.76K - $11.8K
|
766
$70.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-125- 2.58% |
$9.84K - $11.9K
|
4.72K
$432K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-147- 2.72% |
$11.6K - $14K
|
5.26K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-154- 0.64% |
$12.1K - $14.7K
|
24.1K
$2.2M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-170- 69.96% |
$13.4K - $16.2K
|
73
$6.68K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-175- 6.54% |
$13.8K - $16.7K
|
2.5K
$229K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-180- 2.67% |
$14.2K - $17.1K
|
6.56K
$600K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-185- 5.63% |
$14.6K - $17.6K
|
3.1K
$284K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-212- 39.55% |
$16.7K - $20.2K
|
324
$29.6K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-219- 53.16% |
$17.2K - $20.9K
|
193
$17.7K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-219- 23.83% |
$17.2K - $20.9K
|
700
$64K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-225- 2.89% |
$17.7K - $21.4K
|
7.56K
$692K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-270- 8.33% |
$21.3K - $25.7K
|
2.97K
$272K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-285- 11.35% |
$22.4K - $27.1K
|
2.23K
$204K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-287- 2.28% |
$22.6K - $27.3K
|
12.3K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 5.11% |
$23.6K - $28.6K
|
5.57K
$510K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-309- 0.56% |
$24.3K - $29.4K
|
55.2K
$5.05M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-314- 3.24% |
$24.7K - $29.9K
|
9.37K
$857K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-320- 6.97% |
$25.2K - $30.5K
|
4.27K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-325- 6.74% |
$25.6K - $31K
|
4.5K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-329- 4.37% |
$25.9K - $31.3K
|
7.2K
$659K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-330- 2.01% |
$26K - $31.4K
|
16.1K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-345- 77.53% |
$27.2K - $32.9K
|
100
$9.15K
|