Purchases and Sales Made in Q4 2023 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-47- 70.15% |
$3.44K - $4.35K
|
20
$1.83K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-51- 0.72% |
$3.74K - $4.72K
|
7.04K
$644K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-55- 0.83% |
$4.03K - $5.09K
|
6.55K
$599K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-61- 15.8% |
$4.47K - $5.64K
|
325
$29.7K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-66- 2.24% |
$4.84K - $6.1K
|
2.87K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-69- 2.97% |
$5.06K - $6.38K
|
2.25K
$206K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-74- 2.64% |
$5.42K - $6.84K
|
2.73K
$250K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-76- 0.71% |
$5.57K - $7.03K
|
10.7K
$978K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-76- 6.32% |
$5.57K - $7.03K
|
1.13K
$103K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-80- 11.99% |
$5.86K - $7.4K
|
587
$53.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-107- 1.24% |
$7.84K - $9.89K
|
8.49K
$777K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-110- 2.04% |
$8.06K - $10.2K
|
5.29K
$484K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-111- 3.55% |
$8.13K - $10.3K
|
3.02K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-114- 1.39% |
$8.35K - $10.5K
|
8.09K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-124- 0.88% |
$9.09K - $11.5K
|
13.9K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-150- 3.85% |
$11K - $13.9K
|
3.74K
$342K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-151- 22.3% |
$11.1K - $14K
|
526
$48.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-170- 0.48% |
$12.5K - $15.7K
|
35.5K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-195- 65.66% |
$14.3K - $18K
|
102
$9.33K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-196- 3.16% |
$14.4K - $18.1K
|
6K
$549K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-207- 6.95% |
$15.2K - $19.1K
|
2.77K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-221- 2.08% |
$16.2K - $20.4K
|
10.4K
$953K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-222- 6.07% |
$16.3K - $20.5K
|
3.44K
$315K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-224- 1.42% |
$16.4K - $20.7K
|
15.6K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-242- 6.05% |
$17.7K - $22.4K
|
3.76K
$344K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250- 50.0% |
$18.3K - $23.1K
|
250
$22.9K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-255- 18.03% |
$18.7K - $23.6K
|
1.16K
$106K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-259- 2.55% |
$19K - $23.9K
|
9.91K
$907K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-300- 0.12% |
$22K - $27.7K
|
246K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-309- 6.4% |
$22.6K - $28.6K
|
4.52K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-316- 77.07% |
$23.2K - $29.2K
|
94
$8.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-317- 7.26% |
$23.2K - $29.3K
|
4.05K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-323- 93.9% |
$23.7K - $29.9K
|
21
$1.92K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-327- 46.98% |
$24K - $30.2K
|
369
$33.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-332- 5.09% |
$24.3K - $30.7K
|
6.19K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-348- 5.0% |
$25.5K - $32.2K
|
6.61K
$605K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-354- 4.78% |
$25.9K - $32.7K
|
7.05K
$645K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-356- 26.39% |
$26.1K - $32.9K
|
993
$90.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-362- 67.04% |
$26.5K - $33.5K
|
178
$16.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-363- 2.33% |
$26.6K - $33.6K
|
15.2K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-367- 1.88% |
$26.9K - $33.9K
|
19.2K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-371- 0.28% |
$27.2K - $34.3K
|
132K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-403- 4.46% |
$29.5K - $37.3K
|
8.62K
$789K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-407- 2.03% |
$29.8K - $37.6K
|
19.7K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-427- 50.0% |
$31.3K - $39.5K
|
427
$39.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-430- 7.92% |
$31.5K - $39.8K
|
5K
$457K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-436- 15.72% |
$32K - $40.3K
|
2.34K
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-468- 1.16% |
$34.3K - $43.3K
|
39.9K
$3.65M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-472- 10.65% |
$34.6K - $43.6K
|
3.96K
$362K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-490- 74.24% |
$35.9K - $45.3K
|
170
$15.6K
|