Purchases and Sales Made in Q3 2023 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10.4KNew |
$803K - $936K
|
10.4K
$952K
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.1KNew |
$782K - $911K
|
10.1K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.59K+ 13.88% |
$740K - $862K
|
78.7K
$7.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.42K+ 9.71% |
$727K - $847K
|
107K
$9.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.01KNew |
$695K - $810K
|
9.01K
$824K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.82K+ 74.38% |
$680K - $792K
|
20.7K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.26K+ 46.73% |
$637K - $742K
|
25.9K
$2.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
8.17KNew |
$630K - $734K
|
8.17K
$747K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.11K+ 4.92% |
$548K - $639K
|
152K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.06KNew |
$545K - $635K
|
7.06K
$646K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
7KNew |
$540K - $629K
|
7K
$640K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.93K+ 43306.25% |
$534K - $623K
|
6.95K
$635K
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6.02K+ 37.11% |
$464K - $541K
|
22.2K
$2.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.65KNew |
$435K - $507K
|
5.65K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.63KNew |
$434K - $506K
|
5.63K
$515K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.56K+ 5.38% |
$429K - $499K
|
109K
$9.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.47K+ 3.72% |
$422K - $491K
|
152K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.68K+ 7.96% |
$361K - $420K
|
63.4K
$5.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.54KNew |
$350K - $408K
|
4.54K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.42K+ 9.05% |
$341K - $397K
|
53.2K
$4.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.18K+ 18.57% |
$323K - $376K
|
26.7K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.07KNew |
$314K - $365K
|
4.07K
$372K
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.91KNew |
$302K - $351K
|
3.91K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.91K+ 84.12% |
$301K - $351K
|
8.56K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.76K+ 0.58% |
$290K - $338K
|
648K
$59.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.7K+ 6.07% |
$285K - $332K
|
64.6K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.5KNew |
$270K - $315K
|
3.5K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.12K+ 44.0% |
$241K - $281K
|
10.2K
$935K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.93K+ 1.05% |
$226K - $263K
|
282K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.87KNew |
$221K - $258K
|
2.87K
$263K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.85KNew |
$220K - $256K
|
2.85K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.81KNew |
$217K - $253K
|
2.81K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.78K+ 2.47% |
$215K - $250K
|
116K
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.69KNew |
$207K - $242K
|
2.69K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.65KNew |
$204K - $238K
|
2.65K
$242K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.6KNew |
$201K - $234K
|
2.6K
$238K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2K+ 253.16% |
$154K - $180K
|
2.79K
$255K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.98K+ 3.51% |
$152K - $178K
|
58.2K
$5.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.95K+ 1344.14% |
$150K - $175K
|
2.09K
$192K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.89K+ 13.8% |
$146K - $170K
|
15.6K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
1.86KNew |
$143K - $167K
|
1.86K
$170K
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.8K+ 33.93% |
$139K - $162K
|
7.1K
$649K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.79K+ 5.34% |
$138K - $161K
|
35.3K
$3.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.31K+ 8.44% |
$101K - $118K
|
16.9K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.28K+ 7.13% |
$98.7K - $115K
|
19.2K
$1.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.26K+ 148.12% |
$97.1K - $113K
|
2.11K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.24K+ 4.94% |
$95.6K - $111K
|
26.3K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 8.71% |
$90.8K - $106K
|
14.7K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 2.09% |
$88.5K - $103K
|
56.1K
$5.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.14K+ 19.91% |
$88.2K - $103K
|
6.89K
$630K
|