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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1K- 8.74% |
$77.1K - $89.9K
|
10.4K
$956K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.06K- 14.64% |
$81.8K - $95.3K
|
6.19K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 9.27% |
$83.9K - $97.8K
|
10.6K
$974K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 6.78% |
$92.2K - $107K
|
16.4K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.21K- 8.01% |
$93.1K - $108K
|
13.9K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.25K- 8.31% |
$96.4K - $112K
|
13.8K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 65.51% |
$102K - $119K
|
696
$63.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.4K- 1.55% |
$108K - $126K
|
88.9K
$8.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.47K- 20.47% |
$113K - $132K
|
5.71K
$523K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.56K- 59.04% |
$120K - $140K
|
1.08K
$98.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.6K- 30.49% |
$123K - $143K
|
3.64K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.66K- 37.38% |
$128K - $149K
|
2.77K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.71K- 19.68% |
$131K - $153K
|
6.96K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.8K- 5.46% |
$139K - $162K
|
31.2K
$2.85M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.93K- 30.31% |
$149K - $173K
|
4.43K
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 1.56% |
$150K - $175K
|
123K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.99K- 12.8% |
$154K - $179K
|
13.6K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.01K- 9.85% |
$155K - $181K
|
18.4K
$1.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.1K- 1.32% |
$162K - $188K
|
157K
$14.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.12K- 26.81% |
$163K - $190K
|
5.77K
$528K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.17KClosed |
$168K - $195K
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 48.97% |
$192K - $224K
|
2.6K
$238K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.52K- 7.05% |
$194K - $227K
|
33.2K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.61K- 79.4% |
$201K - $234K
|
677
$61.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.63K- 5.88% |
$203K - $237K
|
42.1K
$3.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.69K- 27.43% |
$207K - $241K
|
7.11K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.06K- 29.97% |
$236K - $275K
|
7.16K
$655K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.2K- 2.56% |
$247K - $288K
|
122K
$11.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.25K- 57.01% |
$251K - $292K
|
2.45K
$224K
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-3.37K- 52.47% |
$260K - $303K
|
3.05K
$279K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.56K- 54.09% |
$275K - $320K
|
3.02K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.67K- 15.44% |
$283K - $329K
|
20.1K
$1.84M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 30.29% |
$289K - $336K
|
8.61K
$787K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.82K- 8.92% |
$295K - $343K
|
39K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-4.07K- 24.05% |
$314K - $366K
|
12.9K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.18K- 36.4% |
$323K - $376K
|
7.31K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-4.22K- 38.87% |
$325K - $379K
|
6.63K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.53K- 7.29% |
$350K - $407K
|
57.6K
$5.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.98K- 54.8% |
$384K - $448K
|
4.11K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.01K- 35.66% |
$387K - $450K
|
9.04K
$827K
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-5.03K- 38.02% |
$388K - $452K
|
8.2K
$750K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-5.67K- 10.25% |
$437K - $510K
|
49.7K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.11K- 0.57% |
$471K - $549K
|
1.06M
$96.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-6.45K- 10.77% |
$498K - $580K
|
53.4K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.85K- 2.93% |
$528K - $615K
|
227K
$20.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.59K- 12.42% |
$586K - $682K
|
53.6K
$4.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-8.77K- 35.92% |
$676K - $788K
|
15.6K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.78K- 2.2% |
$754K - $879K
|
436K
$39.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-10.8K- 1.99% |
$832K - $970K
|
530K
$48.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11K- 72.93% |
$845K - $985K
|
4.07K
$372K
|