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 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
38+ 0.62% |
$3.1K - $3.39K
|
6.15K
$581K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 1.08% |
$2.77K - $3.03K
|
3.18K
$300K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
30+ 0.26% |
$2.45K - $2.68K
|
11.7K
$1.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30+ 18.07% |
$2.45K - $2.68K
|
196
$18.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
27+ 0.44% |
$2.2K - $2.41K
|
6.16K
$582K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.32% |
$1.96K - $2.14K
|
7.6K
$718K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
23New |
$1.88K - $2.05K
|
23
$2.17K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
23+ 0.66% |
$1.88K - $2.05K
|
3.53K
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
22+ 0.35% |
$1.8K - $1.96K
|
6.3K
$595K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$1.63K - $1.78K
|
20
$1.89K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.26% |
$1.47K - $1.61K
|
6.85K
$647K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
18+ 0.62% |
$1.47K - $1.61K
|
2.92K
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.47% |
$1.39K - $1.52K
|
3.64K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
16+ 0.65% |
$1.31K - $1.43K
|
2.47K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 0.89% |
$1.22K - $1.34K
|
1.71K
$161K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15New |
$1.22K - $1.34K
|
15
$1.42K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
BUY
|
- |
13+ 0.01% |
$1.06K - $1.16K
|
124K
$11.7M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
10New |
$816 - $892
|
10
$944
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 1.65% |
$734 - $803
|
556
$52.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 0.66% |
$734 - $803
|
1.37K
$129K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.63% |
$653 - $714
|
1.28K
$121K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
8+ 0.12% |
$653 - $714
|
6.5K
$613K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.26% |
$490 - $535
|
2.34K
$221K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$326 - $357
|
6.56K
$620K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.13% |
$245 - $268
|
2.35K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.54% |
$245 - $268
|
562
$53.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.51% |
$81.6 - $89.2
|
199
$18.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$81.6 - $89.2
|
5K
$472K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 16.67% |
$81.6 - $89.2
|
7
$661
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.65% |
$81.6 - $89.2
|
155
$14.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.85% |
$81.6 - $89.2
|
119
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.98% |
$81.6 - $89.2
|
103
$9.73K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
1+ 2.38% |
$81.6 - $89.2
|
43
$4.06K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$81.6 - $89.2
|
1
$94.4
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1New |
$81.6 - $89.2
|
1
$94.4
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3- 0.05% |
$245 - $268
|
5.92K
$558K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 1.64% |
$245 - $268
|
180
$17K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3- 0.03% |
$245 - $268
|
10K
$947K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 23.53% |
$326 - $357
|
13
$1.23K
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7- 0.12% |
$571 - $625
|
6.02K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-10- 10.0% |
$816 - $892
|
90
$8.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-21- 9.09% |
$1.71K - $1.87K
|
210
$19.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21- 0.29% |
$1.71K - $1.87K
|
7.14K
$674K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-25- 0.14% |
$2.04K - $2.23K
|
18K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-26- 9.0% |
$2.12K - $2.32K
|
263
$24.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-34- 20.0% |
$2.77K - $3.03K
|
136
$12.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-35- 11.99% |
$2.86K - $3.12K
|
257
$24.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-35- 1.3% |
$2.86K - $3.12K
|
2.67K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-37- 1.09% |
$3.02K - $3.3K
|
3.34K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-37- 25.0% |
$3.02K - $3.3K
|
111
$10.5K
|