Purchases and Sales Made in Q3 2024 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-420- 0.76% |
$36.5K - $43.5K
|
54.8K
$5.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-457- 1.66% |
$39.7K - $47.3K
|
27K
$2.55M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-457- 27.71% |
$39.7K - $47.3K
|
1.19K
$113K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-466- 16.55% |
$40.5K - $48.3K
|
2.35K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-488- 0.12% |
$42.4K - $50.6K
|
404K
$38.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-502- 2.21% |
$43.6K - $52K
|
22.2K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-513- 7.64% |
$44.6K - $53.2K
|
6.21K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-515- 0.91% |
$44.8K - $53.4K
|
55.9K
$5.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-530- 77.71% |
$46.1K - $54.9K
|
152
$14.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-559- 3.06% |
$48.6K - $57.9K
|
17.7K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-620- 22.36% |
$53.9K - $64.2K
|
2.15K
$203K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-643- 18.9% |
$55.9K - $66.6K
|
2.76K
$261K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-653- 6.79% |
$56.8K - $67.7K
|
8.97K
$847K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-683- 3.12% |
$59.4K - $70.8K
|
21.2K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-686- 20.53% |
$59.6K - $71.1K
|
2.66K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-700- 2.33% |
$60.9K - $72.5K
|
29.4K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-740- 54.61% |
$64.3K - $76.7K
|
615
$58.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-752- 2.81% |
$65.4K - $77.9K
|
26K
$2.46M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-915- 2.97% |
$79.5K - $94.8K
|
29.9K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-915- 2.97% |
$79.5K - $94.8K
|
29.9K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-962- 95.53% |
$83.6K - $99.7K
|
45
$4.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-965- 4.47% |
$83.9K - $100K
|
20.6K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.01K- 4.39% |
$88.1K - $105K
|
22.1K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.05K- 6.21% |
$90.8K - $108K
|
15.8K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.07K- 22.22% |
$92.9K - $111K
|
3.74K
$353K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.1K- 30.09% |
$95.7K - $114K
|
2.56K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.11K- 15.45% |
$96.2K - $115K
|
6.06K
$572K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 18.66% |
$111K - $133K
|
5.58K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.3K- 25.1% |
$113K - $135K
|
3.88K
$366K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.32K- 6.36% |
$115K - $137K
|
19.4K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.54K- 9.64% |
$134K - $159K
|
14.4K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.64K- 8.83% |
$143K - $170K
|
17K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.65K- 9.16% |
$143K - $171K
|
16.4K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.73K- 4.5% |
$150K - $179K
|
36.6K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.89K- 13.38% |
$164K - $196K
|
12.2K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.35K- 0.94% |
$204K - $243K
|
246K
$23.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.41K- 12.68% |
$209K - $250K
|
16.6K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.62K- 20.42% |
$227K - $271K
|
10.2K
$962K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.73K- 3.31% |
$237K - $283K
|
79.6K
$7.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.99K- 39.26% |
$260K - $309K
|
4.62K
$436K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-3.18K- 9.99% |
$276K - $329K
|
28.6K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.27K- 42.05% |
$284K - $339K
|
4.51K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.44K- 5.94% |
$299K - $357K
|
54.6K
$5.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.46K- 8.39% |
$301K - $359K
|
37.8K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.48K- 1.76% |
$303K - $361K
|
195K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.69K- 11.87% |
$321K - $383K
|
27.4K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.7K- 6.55% |
$321K - $383K
|
52.7K
$4.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.93K- 8.45% |
$428K - $510K
|
53.4K
$5.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.49K- 14.05% |
$477K - $569K
|
33.6K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.71K- 1.39% |
$496K - $591K
|
406K
$38.3M
|