Purchases and Sales Made in Q4 2024 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.8KNew |
$345K - $391K
|
3.8K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.74K+ 22.56% |
$340K - $385K
|
20.3K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.62KNew |
$329K - $372K
|
3.62K
$343K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.52KNew |
$319K - $362K
|
3.52K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.38KNew |
$307K - $348K
|
3.38K
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.29K+ 11.46% |
$298K - $338K
|
32K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.25K+ 9.68% |
$295K - $334K
|
36.8K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.22K+ 21.83% |
$293K - $332K
|
18K
$1.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.96KNew |
$269K - $305K
|
2.96K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.92K+ 14.71% |
$265K - $300K
|
22.8K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.82KNew |
$256K - $290K
|
2.82K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.76KNew |
$250K - $284K
|
2.76K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.61KNew |
$237K - $268K
|
2.61K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.48K+ 64.29% |
$225K - $255K
|
6.33K
$599K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.47K+ 17.26% |
$224K - $254K
|
16.8K
$1.59M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.42K+ 8.96% |
$220K - $249K
|
29.5K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 1.21% |
$215K - $243K
|
197K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.35KNew |
$213K - $242K
|
2.35K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.26K+ 10.71% |
$205K - $232K
|
23.3K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.25KNew |
$204K - $231K
|
2.25K
$213K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
2.22K+ 15.0% |
$201K - $228K
|
17K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.21KNew |
$201K - $228K
|
2.21K
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 5.32% |
$200K - $227K
|
43.6K
$4.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
2.17K+ 10.01% |
$197K - $224K
|
23.9K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16K+ 55.64% |
$196K - $222K
|
6.04K
$572K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.98K+ 6.64% |
$180K - $204K
|
31.9K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.98K+ 9.61% |
$180K - $204K
|
22.6K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.92K+ 95950.0% |
$174K - $197K
|
1.92K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.82K+ 138.72% |
$165K - $187K
|
3.13K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.64K+ 47.28% |
$149K - $169K
|
5.12K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 54.01% |
$149K - $168K
|
4.67K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.63K+ 59.02% |
$148K - $168K
|
4.39K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.6K+ 3.51% |
$145K - $165K
|
47.2K
$4.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 2.76% |
$140K - $159K
|
57.4K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.46K+ 10.1% |
$132K - $150K
|
15.9K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.42K+ 10.03% |
$129K - $146K
|
15.6K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$125K - $141K
|
1.37K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.35KNew |
$122K - $139K
|
1.35K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.34KNew |
$122K - $138K
|
1.34K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.22KNew |
$111K - $126K
|
1.22K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.2K+ 8.79% |
$109K - $123K
|
14.8K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.16K+ 4.36% |
$105K - $119K
|
27.7K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.1K+ 109.33% |
$99.9K - $113K
|
2.11K
$200K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
1.1KNew |
$99.8K - $113K
|
1.1K
$104K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.07KNew |
$97.3K - $110K
|
1.07K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.06K+ 17.12% |
$95.8K - $109K
|
7.23K
$685K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.04K+ 49.95% |
$94.2K - $107K
|
3.12K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
997+ 67.92% |
$90.5K - $103K
|
2.47K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
909+ 14.31% |
$82.5K - $93.5K
|
7.26K
$688K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
877+ 18.44% |
$79.6K - $90.2K
|
5.63K
$534K
|