Purchases and Sales Made in Q2 2023 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
23+ 3.92% |
$1.85K - $1.99K
|
609
$61.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
22+ 0.14% |
$1.77K - $1.9K
|
16.1K
$1.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.46% |
$1.45K - $1.56K
|
3.92K
$393K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15+ 0.13% |
$1.21K - $1.3K
|
11.5K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
15+ 0.24% |
$1.21K - $1.3K
|
6.2K
$622K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 2.2% |
$1.05K - $1.13K
|
603
$60.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
12+ 0.5% |
$966 - $1.04K
|
2.4K
$241K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 0.46% |
$805 - $865
|
2.2K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10+ 0.14% |
$805 - $865
|
7.21K
$724K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.44% |
$725 - $779
|
2.08K
$208K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8+ 1.2% |
$644 - $692
|
672
$67.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.3% |
$644 - $692
|
2.68K
$269K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7+ 0.57% |
$564 - $606
|
1.23K
$123K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5New |
$403 - $433
|
5
$502
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.37% |
$242 - $260
|
813
$81.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.49% |
$242 - $260
|
619
$62.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
3+ 2.11% |
$242 - $260
|
145
$14.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 2.35% |
$161 - $173
|
87
$8.73K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.58% |
$161 - $173
|
348
$34.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.18% |
$80.5 - $86.5
|
561
$56.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
1+ 0.01% |
$80.5 - $86.5
|
18.8K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.67% |
$80.5 - $86.5
|
151
$15.2K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.24% |
$80.5 - $86.5
|
411
$41.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$80.5 - $86.5
|
8.17K
$820K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.34% |
$80.5 - $86.5
|
297
$29.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 0.95% |
$161 - $173
|
208
$20.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 10.53% |
$161 - $173
|
17
$1.71K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6- 10.53% |
$483 - $519
|
51
$5.12K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 0.19% |
$483 - $519
|
3.16K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-9- 0.2% |
$725 - $779
|
4.47K
$448K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 14.29% |
$805 - $865
|
60
$6.02K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10- 3.14% |
$805 - $865
|
308
$30.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-10- 0.73% |
$805 - $865
|
1.36K
$136K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-11- 0.17% |
$886 - $952
|
6.58K
$660K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-12- 2.71% |
$966 - $1.04K
|
431
$43.3K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-13- 0.08% |
$1.05K - $1.13K
|
17.2K
$1.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 10.79% |
$1.21K - $1.3K
|
124
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-15- 4.72% |
$1.21K - $1.3K
|
303
$30.4K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 3.16% |
$1.21K - $1.3K
|
459
$46.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-17- 1.26% |
$1.37K - $1.47K
|
1.33K
$133K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-17- 0.06% |
$1.37K - $1.47K
|
29.4K
$2.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-19- 0.74% |
$1.53K - $1.64K
|
2.53K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-20- 0.41% |
$1.61K - $1.73K
|
4.83K
$484K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-24- 0.71% |
$1.93K - $2.08K
|
3.34K
$336K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25- 0.53% |
$2.01K - $2.16K
|
4.72K
$474K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 25.0% |
$2.01K - $2.16K
|
75
$7.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 0.22% |
$2.17K - $2.34K
|
12.3K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.25% |
$2.25K - $2.42K
|
11.4K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-48- 0.95% |
$3.86K - $4.15K
|
5K
$502K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-50- 0.79% |
$4.03K - $4.33K
|
6.25K
$627K
|