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 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 20.85% |
$154K - $186K
|
7.41K
$678K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.01K- 8.36% |
$158K - $191K
|
22K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.02K- 7.46% |
$159K - $192K
|
25K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 46.15% |
$165K - $200K
|
2.45K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.17K- 80.04% |
$170K - $206K
|
540
$49.4K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.24K- 2.53% |
$176K - $213K
|
86.4K
$7.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.51K- 4.23% |
$198K - $239K
|
56.9K
$5.2M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.53K- 42.96% |
$199K - $241K
|
3.36K
$307K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.56K- 28.92% |
$201K - $243K
|
6.28K
$575K
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.56K- 11.41% |
$201K - $244K
|
19.9K
$1.82M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.96K- 20.14% |
$233K - $282K
|
11.7K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
SELL
|
- |
-3.1K- 10.88% |
$244K - $295K
|
25.4K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-3.25K- 0.07% |
$256K - $309K
|
4.55M
$416M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-3.27K- 23.6% |
$257K - $311K
|
10.6K
$968K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.73K- 5.99% |
$293K - $355K
|
58.5K
$5.35M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.87KClosed |
$304K - $368K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.88K- 15.27% |
$306K - $370K
|
21.5K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.89K- 17.88% |
$306K - $370K
|
17.9K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.99K- 12.95% |
$314K - $380K
|
26.8K
$2.45M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.16K- 59.96% |
$327K - $396K
|
2.78K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.25K- 30.79% |
$335K - $405K
|
9.55K
$874K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.39K- 6.0% |
$345K - $418K
|
68.8K
$6.29M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.46K- 1.89% |
$351K - $424K
|
232K
$21.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.6K- 17.44% |
$362K - $438K
|
21.8K
$1.99M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.01K- 8.0% |
$394K - $477K
|
57.6K
$5.27M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-5.67K- 95.18% |
$447K - $540K
|
287
$26.3K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.83K- 0.55% |
$459K - $555K
|
1.06M
$97.1M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.12K- 34.94% |
$482K - $583K
|
11.4K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.08K- 50.11% |
$557K - $674K
|
7.05K
$645K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.9K- 98.19% |
$622K - $753K
|
146
$13.4K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.29K- 19.19% |
$653K - $790K
|
34.9K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-9.26K- 12.48% |
$729K - $882K
|
64.9K
$5.94M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-9.49K- 14.18% |
$747K - $904K
|
57.5K
$5.26M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-10K- 1.78% |
$787K - $952K
|
551K
$50.4M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.1K- 60.67% |
$795K - $962K
|
6.55K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.4K- 1.6% |
$895K - $1.08M
|
701K
$64.2M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12.2K- 93.29% |
$959K - $1.16M
|
877
$80.2K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-14.4K- 18.67% |
$1.13M - $1.37M
|
62.6K
$5.73M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.8K- 2.62% |
$1.16M - $1.41M
|
549K
$50.2M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-15.7K- 99.24% |
$1.24M - $1.5M
|
120
$11K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 17.31% |
$1.26M - $1.53M
|
76.6K
$7.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-17.3K- 51.67% |
$1.36M - $1.65M
|
16.2K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.8K- 88.78% |
$1.56M - $1.89M
|
2.5K
$229K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-21.1K- 52.91% |
$1.66M - $2.01M
|
18.8K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21.5K- 18.19% |
$1.69M - $2.05M
|
96.7K
$8.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-22.2K- 15.08% |
$1.74M - $2.11M
|
125K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-22.9K- 63.86% |
$1.8M - $2.18M
|
13K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-22.9K- 68.33% |
$1.8M - $2.18M
|
10.6K
$971K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23.4KClosed |
$1.85M - $2.23M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-25.2K- 19.34% |
$1.98M - $2.4M
|
105K
$9.6M
|