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 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.14K+ 3.2% |
$87.8K - $102K
|
36.7K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.1K+ 350.32% |
$84.8K - $98.8K
|
1.41K
$129K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.08K+ 2.83% |
$83.3K - $97K
|
39.2K
$3.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 2.93% |
$82.7K - $96.4K
|
37.7K
$3.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.04K+ 23.86% |
$80.2K - $93.5K
|
5.4K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
854New |
$65.9K - $76.7K
|
854
$78.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
655+ 13.9% |
$50.5K - $58.9K
|
5.37K
$491K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
647+ 6.63% |
$49.9K - $58.1K
|
10.4K
$951K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
613+ 342.46% |
$47.3K - $55.1K
|
792
$72.5K
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
572+ 3.79% |
$44.1K - $51.4K
|
15.7K
$1.43M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
562+ 23.24% |
$43.3K - $50.5K
|
2.98K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$38.6K - $44.9K
|
500
$45.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
470New |
$36.2K - $42.2K
|
470
$43K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
449+ 2.35% |
$34.6K - $40.3K
|
19.5K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
BUY
|
- |
449+ 1.75% |
$34.6K - $40.3K
|
26.2K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
444+ 0.8% |
$34.2K - $39.9K
|
56.2K
$5.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
439+ 1.19% |
$33.9K - $39.4K
|
37.5K
$3.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
430+ 8.6% |
$33.2K - $38.6K
|
5.43K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
405+ 3.63% |
$31.2K - $36.4K
|
11.6K
$1.06M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
371+ 742.0% |
$28.6K - $33.3K
|
421
$38.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
335+ 0.64% |
$25.8K - $30.1K
|
52.6K
$4.81M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
324+ 5.27% |
$25K - $29.1K
|
6.48K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
307+ 1.66% |
$23.7K - $27.6K
|
18.8K
$1.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
273+ 3.76% |
$21.1K - $24.5K
|
7.54K
$690K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
259+ 2.61% |
$20K - $23.3K
|
10.2K
$930K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
241New |
$18.6K - $21.7K
|
241
$22K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 266.67% |
$15.4K - $18K
|
275
$25.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
137+ 0.89% |
$10.6K - $12.3K
|
15.6K
$1.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
132+ 3.97% |
$10.2K - $11.9K
|
3.46K
$316K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
127+ 0.79% |
$9.79K - $11.4K
|
16.3K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
125+ 1.72% |
$9.64K - $11.2K
|
7.41K
$678K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
120New |
$9.25K - $10.8K
|
120
$11K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
112+ 2.5% |
$8.64K - $10.1K
|
4.6K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
101+ 1.39% |
$7.79K - $9.08K
|
7.38K
$675K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100+ 196.08% |
$7.71K - $8.99K
|
151
$13.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
90+ 1.75% |
$6.94K - $8.09K
|
5.24K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
64New |
$4.94K - $5.75K
|
64
$5.85K
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
62+ 0.51% |
$4.78K - $5.57K
|
12.1K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
61+ 0.99% |
$4.7K - $5.48K
|
6.19K
$567K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 15.43% |
$3.86K - $4.49K
|
374
$34.2K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
47+ 0.27% |
$3.62K - $4.22K
|
17.2K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
43+ 0.31% |
$3.32K - $3.86K
|
14K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
43New |
$3.32K - $3.86K
|
43
$3.93K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
40+ 1.75% |
$3.08K - $3.59K
|
2.32K
$212K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
30+ 4.71% |
$2.31K - $2.7K
|
667
$61K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
24New |
$1.85K - $2.16K
|
24
$2.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18New |
$1.39K - $1.62K
|
18
$1.65K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$1.31K - $1.53K
|
17
$1.56K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
15New |
$1.16K - $1.35K
|
15
$1.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15New |
$1.16K - $1.35K
|
15
$1.37K
|