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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.05K- 1.85% |
$175K - $189K
|
109K
$9.96M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.1K- 7.97% |
$179K - $194K
|
24.2K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.19K- 41.47% |
$187K - $202K
|
3.1K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.2K- 4.46% |
$187K - $202K
|
47K
$4.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.23K- 72.44% |
$191K - $206K
|
850
$77.8K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.31K- 0.22% |
$197K - $213K
|
1.06M
$96.5M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.35K- 2.75% |
$201K - $217K
|
83.2K
$7.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.42K- 2.76% |
$206K - $223K
|
85.2K
$7.79M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.54K- 1.14% |
$217K - $235K
|
220K
$20.1M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.7K- 1.69% |
$230K - $249K
|
157K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3K- 2.29% |
$256K - $277K
|
128K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.07K- 3.69% |
$262K - $283K
|
80.2K
$7.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.1K- 50.0% |
$264K - $286K
|
3.1K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.41K- 55.12% |
$291K - $314K
|
2.78K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.79K- 22.33% |
$323K - $349K
|
13.2K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.24K- 53.22% |
$362K - $391K
|
3.73K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 41.41% |
$368K - $398K
|
6.11K
$559K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.46K- 57.84% |
$380K - $411K
|
3.25K
$297K
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-4.84K- 16.21% |
$413K - $447K
|
25K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.68K- 17.66% |
$485K - $524K
|
26.5K
$2.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.08K- 16.14% |
$519K - $561K
|
31.6K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-7.49K- 22.83% |
$639K - $691K
|
25.3K
$2.32M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.8K- 22.78% |
$751K - $811K
|
29.8K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.21K- 2.14% |
$785K - $849K
|
422K
$38.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 19.39% |
$1.01M - $1.09M
|
49.1K
$4.49M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.1K- 2.38% |
$1.03M - $1.12M
|
496K
$45.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-15.6K- 63.25% |
$1.33M - $1.44M
|
9.06K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-17.6K- 40.47% |
$1.5M - $1.62M
|
25.9K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-18.7K- 99.47% |
$1.6M - $1.72M
|
100
$9.15K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-18.8K- 60.15% |
$1.6M - $1.73M
|
12.4K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.8K- 7.93% |
$1.78M - $1.92M
|
242K
$22.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.4K- 9.14% |
$1.83M - $1.97M
|
213K
$19.5M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-22K- 64.29% |
$1.87M - $2.03M
|
12.2K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.8K- 55.58% |
$1.94M - $2.1M
|
18.2K
$1.67M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-24.6K- 28.14% |
$2.09M - $2.26M
|
62.7K
$5.74M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-24.6K- 28.14% |
$2.09M - $2.26M
|
62.7K
$5.74M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-25.2K- 86.6% |
$2.15M - $2.32M
|
3.9K
$357K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-32.7K- 92.19% |
$2.79M - $3.02M
|
2.77K
$254K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37K- 8.95% |
$3.16M - $3.41M
|
376K
$34.4M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-37K- 71.15% |
$3.16M - $3.41M
|
15K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.5K- 6.84% |
$3.97M - $4.29M
|
634K
$58M
|
|
|
May 13, 2024
Q1 2024
|
Passaic Partners LLC
|
SELL
|
- |
-51.3K- 25.75% |
$4.37M - $4.73M
|
148K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.6K- 11.66% |
$4.74M - $5.13M
|
421K
$38.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58K- 76.21% |
$4.94M - $5.34M
|
18.1K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.9K- 54.26% |
$5.28M - $5.71M
|
52.2K
$4.77M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-66.9K- 96.69% |
$5.71M - $6.17M
|
2.29K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-77.2K- 16.5% |
$6.59M - $7.12M
|
391K
$35.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-90.7K- 84.42% |
$7.74M - $8.36M
|
16.7K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-112K- 20.24% |
$9.57M - $10.3M
|
442K
$40.4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-115K- 87.63% |
$9.84M - $10.6M
|
16.3K
$1.49M
|