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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-12- 0.32% |
$1.02K - $1.11K
|
3.73K
$341K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$1.02K - $1.11K
|
15.6K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-21- 5.69% |
$1.79K - $1.94K
|
348
$31.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-22- 0.17% |
$1.88K - $2.03K
|
13K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-24- 0.29% |
$2.05K - $2.21K
|
8.39K
$768K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-26- 1.37% |
$2.22K - $2.4K
|
1.87K
$171K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-26- 1.04% |
$2.22K - $2.4K
|
2.47K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-40- 1.04% |
$3.41K - $3.69K
|
3.8K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-49- 0.51% |
$4.18K - $4.52K
|
9.49K
$868K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-53- 2.31% |
$4.52K - $4.89K
|
2.25K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-62- 1.02% |
$5.29K - $5.72K
|
6.03K
$551K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-65- 0.45% |
$5.55K - $5.99K
|
14.5K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-70- 0.07% |
$5.97K - $6.46K
|
106K
$9.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-73- 5.08% |
$6.23K - $6.73K
|
1.36K
$125K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-75- 0.88% |
$6.4K - $6.92K
|
8.49K
$776K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 15.79% |
$6.4K - $6.92K
|
400
$36.6K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-91- 2.88% |
$7.76K - $8.39K
|
3.07K
$281K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-91- 1.39% |
$7.76K - $8.39K
|
6.46K
$591K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-92- 3.41% |
$7.85K - $8.48K
|
2.6K
$238K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-94- 4.48% |
$8.02K - $8.67K
|
2K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-98- 0.19% |
$8.36K - $9.04K
|
51.5K
$4.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 47.09% |
$8.96K - $9.68K
|
118
$10.8K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-110- 1.52% |
$9.39K - $10.1K
|
7.15K
$654K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-113- 2.02% |
$9.64K - $10.4K
|
5.49K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-116- 0.59% |
$9.9K - $10.7K
|
19.6K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-120- 0.24% |
$10.2K - $11.1K
|
49.6K
$4.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-136- 3.62% |
$11.6K - $12.5K
|
3.62K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-138- 2.08% |
$11.8K - $12.7K
|
6.49K
$594K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-139- 3.43% |
$11.9K - $12.8K
|
3.91K
$358K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-146- 4.92% |
$12.5K - $13.5K
|
2.82K
$258K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-170- 2.6% |
$14.5K - $15.7K
|
6.38K
$584K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-172- 16.81% |
$14.7K - $15.9K
|
851
$77.8K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-173- 2.01% |
$14.8K - $16K
|
8.45K
$773K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-174- 2.84% |
$14.8K - $16K
|
5.94K
$544K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-175- 1.67% |
$14.9K - $16.1K
|
10.3K
$944K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-175- 13.64% |
$14.9K - $16.1K
|
1.11K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-183Closed |
$15.6K - $16.9K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-184- 3.1% |
$15.7K - $17K
|
5.76K
$527K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-188- 26.9% |
$16K - $17.3K
|
511
$46.7K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-195- 1.4% |
$16.6K - $18K
|
13.7K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-200- 3.55% |
$17.1K - $18.4K
|
5.43K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-200- 7.55% |
$17.1K - $18.4K
|
2.45K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-201Closed |
$17.1K - $18.5K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-213- 2.89% |
$18.2K - $19.6K
|
7.16K
$655K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-220- 0.48% |
$18.8K - $20.3K
|
45.3K
$4.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-250- 46.38% |
$21.3K - $23.1K
|
289
$26.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250- 38.82% |
$21.3K - $23.1K
|
394
$36K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-259- 9.01% |
$22.1K - $23.9K
|
2.62K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-281- 17.7% |
$24K - $25.9K
|
1.31K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-283- 39.69% |
$24.1K - $26.1K
|
430
$39.3K
|