Purchases and Sales Made in Q1 2023 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
111KNew |
$4.49M - $5.42M
|
111K
$5.19M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
86.7K+ 50.56% |
$3.52M - $4.26M
|
258K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
73.9K+ 5.31% |
$3M - $3.62M
|
1.46M
$68.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
72.7K+ 6.49% |
$2.95M - $3.57M
|
1.19M
$56.1M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.3K+ 278.13% |
$2.49M - $3.01M
|
83.3K
$3.92M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
60.1K+ 1258.92% |
$2.44M - $2.95M
|
64.9K
$3.05M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
51.5KNew |
$2.09M - $2.53M
|
51.5K
$2.42M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
45.9K+ 144.36% |
$1.87M - $2.25M
|
77.7K
$3.65M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36K+ 14.11% |
$1.46M - $1.76M
|
291K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.2KNew |
$1.35M - $1.63M
|
33.2K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
31.5KNew |
$1.28M - $1.55M
|
31.5K
$1.48M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.7K+ 5.23% |
$1.25M - $1.5M
|
617K
$29M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.7K+ 5.23% |
$1.25M - $1.5M
|
617K
$29M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.5K+ 596.62% |
$1.12M - $1.35M
|
32.1K
$1.51M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.3K+ 32.77% |
$1.11M - $1.34M
|
111K
$5.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.9K+ 301.42% |
$891K - $1.08M
|
29.2K
$1.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21.4K+ 11553.51% |
$868K - $1.05M
|
21.6K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
20.6KNew |
$838K - $1.01M
|
20.6K
$969K
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
19.4K+ 17.27% |
$787K - $951K
|
132K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
12.7K+ 33.59% |
$516K - $623K
|
50.5K
$2.37M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 60.94% |
$504K - $609K
|
32.8K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$457K - $551K
|
11.2K
$528K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$416K - $502K
|
10.2K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 17.29% |
$416K - $502K
|
69.4K
$3.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10KNew |
$408K - $493K
|
10K
$472K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.93KNew |
$404K - $487K
|
9.93K
$467K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.38KNew |
$340K - $411K
|
8.38K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.92KNew |
$322K - $389K
|
7.92K
$372K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.73K+ 160.89% |
$314K - $379K
|
12.5K
$589K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
7.7KNew |
$313K - $378K
|
7.7K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$281K - $340K
|
6.93K
$326K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.84KNew |
$278K - $336K
|
6.84K
$322K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.87KNew |
$238K - $288K
|
5.87K
$276K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.58KNew |
$227K - $274K
|
5.58K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.02KNew |
$204K - $246K
|
5.02K
$236K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.01K+ 44.3% |
$204K - $246K
|
16.3K
$767K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.93K+ 29.15% |
$200K - $242K
|
21.8K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.79KNew |
$195K - $235K
|
4.79K
$225K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.79KNew |
$195K - $235K
|
4.79K
$225K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.46K+ 465.76% |
$181K - $219K
|
5.42K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.34K+ 2.11% |
$176K - $213K
|
210K
$9.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.77K+ 9.31% |
$153K - $185K
|
44.3K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.64K+ 3.43% |
$148K - $178K
|
110K
$5.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.53K+ 73.54% |
$143K - $173K
|
8.33K
$392K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.22K+ 258.44% |
$131K - $158K
|
4.46K
$210K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.32KNew |
$94.4K - $114K
|
2.32K
$109K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 1.38% |
$93.4K - $113K
|
169K
$7.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.24KNew |
$90.8K - $110K
|
2.24K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.89KNew |
$76.8K - $92.7K
|
1.89K
$88.8K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.85K+ 40.19% |
$75.2K - $90.8K
|
6.46K
$304K
|