Purchases and Sales Made in Q2 2024 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 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 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-50- 13.37% |
$4.08K - $4.46K
|
324
$29.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-55- 0.38% |
$4.49K - $4.91K
|
14.4K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-59- 0.87% |
$4.81K - $5.26K
|
6.72K
$615K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-60- 7.06% |
$4.9K - $5.35K
|
790
$72.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-69- 0.22% |
$5.63K - $6.16K
|
30.7K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-76- 1.56% |
$6.2K - $6.78K
|
4.81K
$440K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-80- 24.92% |
$6.53K - $7.14K
|
241
$22K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-94- 4.03% |
$7.67K - $8.39K
|
2.24K
$205K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-104- 0.41% |
$8.49K - $9.28K
|
25.1K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-110Closed |
$8.98K - $9.82K
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-114- 1.32% |
$9.3K - $10.2K
|
8.52K
$779K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-123- 1.58% |
$10K - $11K
|
7.68K
$702K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-123- 0.83% |
$10K - $11K
|
14.8K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-126- 0.57% |
$10.3K - $11.2K
|
21.9K
$2.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-130- 0.95% |
$10.6K - $11.6K
|
13.6K
$1.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-135- 8.79% |
$11K - $12K
|
1.4K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-143- 0.73% |
$11.7K - $12.8K
|
19.4K
$1.78M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-150- 2.15% |
$12.2K - $13.4K
|
6.82K
$624K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-156- 0.31% |
$12.7K - $13.9K
|
49.4K
$4.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-163- 2.35% |
$13.3K - $14.5K
|
6.76K
$618K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-179- 0.97% |
$14.6K - $16K
|
18.3K
$1.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-191- 6.26% |
$15.6K - $17K
|
2.86K
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-192- 6.26% |
$15.7K - $17.1K
|
2.87K
$263K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-196- 6.72% |
$16K - $17.5K
|
2.72K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 1.94% |
$16.3K - $17.8K
|
10.1K
$926K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-211- 2.83% |
$17.2K - $18.8K
|
7.24K
$662K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-213- 0.41% |
$17.4K - $19K
|
51.3K
$4.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-225- 3.53% |
$18.4K - $20.1K
|
6.16K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-226- 6.96% |
$18.4K - $20.2K
|
3.02K
$277K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-230- 1.28% |
$18.8K - $20.5K
|
17.7K
$1.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-234- 2.17% |
$19.1K - $20.9K
|
10.6K
$966K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-244- 12.18% |
$19.9K - $21.8K
|
1.76K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-250- 2.95% |
$20.4K - $22.3K
|
8.24K
$753K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250- 98.04% |
$20.4K - $22.3K
|
5
$457
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-250- 4.21% |
$20.4K - $22.3K
|
5.69K
$521K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-255- 21.54% |
$20.8K - $22.8K
|
929
$85K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-279- 5.66% |
$22.8K - $24.9K
|
4.65K
$426K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-296- 7.59% |
$24.2K - $26.4K
|
3.6K
$330K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-302- 7.62% |
$24.6K - $26.9K
|
3.66K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-322- 1.4% |
$26.3K - $28.7K
|
22.7K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-337- 2.21% |
$27.5K - $30.1K
|
14.9K
$1.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-338- 6.16% |
$27.6K - $30.2K
|
5.15K
$471K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-346- 2.0% |
$28.2K - $30.9K
|
16.9K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-349- 13.27% |
$28.5K - $31.1K
|
2.28K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-419- 71.99% |
$34.2K - $37.4K
|
163
$14.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-434- 43.71% |
$35.4K - $38.7K
|
559
$51.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-444- 13.52% |
$36.2K - $39.6K
|
2.84K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-449- 72.42% |
$36.6K - $40.1K
|
171
$15.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-458- 89.63% |
$37.4K - $40.9K
|
53
$4.85K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-480- 4.75% |
$39.2K - $42.8K
|
9.62K
$880K
|