Purchases and Sales Made in Q1 2024 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
113+ 1.88% |
$9.64K - $10.4K
|
6.11K
$559K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
112+ 3.07% |
$9.56K - $10.3K
|
3.76K
$344K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
111+ 0.73% |
$9.47K - $10.2K
|
15.3K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
106+ 3.99% |
$9.04K - $9.78K
|
2.76K
$253K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100New |
$8.53K - $9.22K
|
100
$9.15K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
88+ 3.83% |
$7.51K - $8.12K
|
2.39K
$218K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
83+ 3.66% |
$7.08K - $7.65K
|
2.35K
$215K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
82+ 0.47% |
$7K - $7.56K
|
17.4K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
80+ 3.55% |
$6.83K - $7.38K
|
2.33K
$213K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
79+ 3.01% |
$6.74K - $7.29K
|
2.7K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
77+ 0.36% |
$6.57K - $7.1K
|
21.5K
$1.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
76+ 3.42% |
$6.48K - $7.01K
|
2.3K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
76New |
$6.48K - $7.01K
|
76
$6.95K
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
75+ 1.66% |
$6.4K - $6.92K
|
4.59K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
66+ 0.12% |
$5.63K - $6.09K
|
54.6K
$4.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
58+ 1.8% |
$4.95K - $5.35K
|
3.28K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
56+ 2.28% |
$4.78K - $5.16K
|
2.51K
$230K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
50+ 0.33% |
$4.27K - $4.61K
|
15.3K
$1.4M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
43+ 8.53% |
$3.67K - $3.97K
|
547
$50K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40New |
$3.41K - $3.69K
|
40
$3.66K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
32+ 5.82% |
$2.73K - $2.95K
|
582
$53.2K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25+ 2.16% |
$2.13K - $2.31K
|
1.18K
$108K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
25+ 0.32% |
$2.13K - $2.31K
|
7.92K
$725K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
25+ 0.41% |
$2.13K - $2.31K
|
6.13K
$561K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
24New |
$2.05K - $2.21K
|
24
$2.2K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
20+ 5.33% |
$1.71K - $1.84K
|
395
$36.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 60.71% |
$1.45K - $1.57K
|
45
$4.12K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.38% |
$1.28K - $1.38K
|
4.01K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
14New |
$1.19K - $1.29K
|
14
$1.28K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$1.11K - $1.2K
|
3.51K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
13+ 0.21% |
$1.11K - $1.2K
|
6.28K
$574K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.41% |
$1.02K - $1.11K
|
2.92K
$267K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.38% |
$939 - $1.01K
|
2.9K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$768 - $830
|
2.46K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9+ 1.89% |
$768 - $830
|
484
$44.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
8+ 0.01% |
$683 - $738
|
124K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.37% |
$427 - $461
|
1.36K
$124K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$427 - $461
|
3.05K
$279K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.39% |
$427 - $461
|
1.27K
$116K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 2.0% |
$427 - $461
|
255
$23.3K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 2.81% |
$427 - $461
|
183
$16.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.17% |
$341 - $369
|
2.33K
$214K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3+ 0.08% |
$256 - $277
|
3.96K
$362K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.32% |
$171 - $184
|
620
$56.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.5% |
$171 - $184
|
402
$36.8K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.65% |
$85.3 - $92.2
|
154
$14.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.51% |
$85.3 - $92.2
|
198
$18.1K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 1.11% |
$85.3 - $92.2
|
91
$8.32K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.28% |
$85.3 - $92.2
|
356
$32.6K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1- -0.0% |
$85.3 - $92.2
|
90.6K
$8.28M
|