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 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-306- 8.3% |
$26.1K - $28.2K
|
3.38K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-330- 11.67% |
$28.2K - $30.4K
|
2.5K
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-330- 1.8% |
$28.2K - $30.4K
|
18K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-341- 37.89% |
$29.1K - $31.4K
|
559
$51.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-388- 2.11% |
$33.1K - $35.8K
|
18K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-473- 10.13% |
$40.4K - $43.6K
|
4.2K
$384K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-475- 6.0% |
$40.5K - $43.8K
|
7.45K
$681K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-493- 6.99% |
$42.1K - $45.5K
|
6.56K
$600K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-496- 2.6% |
$42.3K - $45.7K
|
18.6K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-521- 7.14% |
$44.5K - $48K
|
6.78K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-548- 86.85% |
$46.8K - $50.5K
|
83
$7.59K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-616- 1.57% |
$52.6K - $56.8K
|
38.7K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-624- 2.43% |
$53.2K - $57.5K
|
25K
$2.29M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-625- 8.28% |
$53.3K - $57.6K
|
6.92K
$633K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-649- 24.7% |
$55.4K - $59.9K
|
1.98K
$181K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-659- 17.31% |
$56.2K - $60.8K
|
3.15K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-673- 89.49% |
$57.4K - $62.1K
|
79
$7.23K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-675- 8.83% |
$57.6K - $62.2K
|
6.97K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-685- 6.03% |
$58.4K - $63.2K
|
10.7K
$976K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-744- 1.2% |
$63.5K - $68.6K
|
61.2K
$5.6M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-757- 5.5% |
$64.6K - $69.8K
|
13K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-765- 5.88% |
$65.3K - $70.5K
|
12.2K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-770- 78.97% |
$65.7K - $71K
|
205
$18.8K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-776- 0.2% |
$66.2K - $71.6K
|
383K
$35M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-782- 3.01% |
$66.7K - $72.1K
|
25.2K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-855- 99.88% |
$72.9K - $78.8K
|
1
$91.5
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-861- 2.16% |
$73.5K - $79.4K
|
39.1K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-864- 27.58% |
$73.7K - $79.7K
|
2.27K
$208K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-955- 8.13% |
$81.5K - $88.1K
|
10.8K
$987K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-955- 5.08% |
$81.5K - $88.1K
|
17.8K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-956- 1.62% |
$81.6K - $88.2K
|
58.1K
$5.31M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-976- 3.66% |
$83.3K - $90K
|
25.7K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-988- 18.55% |
$84.3K - $91.1K
|
4.34K
$397K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1K- 14.29% |
$85.3K - $92.2K
|
6K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.01K- 12.37% |
$86.3K - $93.2K
|
7.16K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.03K- 2.38% |
$87.8K - $94.9K
|
42.3K
$3.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.05K- 5.41% |
$89.9K - $97.2K
|
18.4K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 51.28% |
$97.8K - $106K
|
1.09K
$99.6K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.19K- 0.31% |
$102K - $110K
|
381K
$34.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.26K- 3.7% |
$107K - $116K
|
32.7K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.46K- 20.13% |
$124K - $134K
|
5.78K
$529K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 6.48% |
$137K - $148K
|
23.1K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.65K- 38.58% |
$141K - $152K
|
2.63K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.73K- 18.48% |
$147K - $159K
|
7.61K
$696K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.79K- 13.28% |
$153K - $165K
|
11.7K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.88K- 28.51% |
$161K - $174K
|
4.73K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.89K- 11.95% |
$161K - $174K
|
13.9K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.94K- 3.12% |
$165K - $179K
|
60.2K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.95K- 38.7% |
$166K - $180K
|
3.09K
$282K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2K- 11.93% |
$171K - $184K
|
14.8K
$1.35M
|