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 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 9.43% |
$73.8K - $89.1K
|
21.1K
$991K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.59K+ 3.9% |
$64.8K - $78.2K
|
42.4K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.43K+ 8.88% |
$58K - $70K
|
17.5K
$823K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.26K+ 8.48% |
$51K - $61.6K
|
16.1K
$755K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.21K+ 12.41% |
$49K - $59.2K
|
10.9K
$514K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.2K+ 11.05% |
$48.8K - $58.9K
|
12.1K
$567K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.17K+ 5.85% |
$47.3K - $57.2K
|
21.1K
$991K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.13KNew |
$45.8K - $55.3K
|
1.13K
$53K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.09K+ 15.25% |
$44.3K - $53.5K
|
8.24K
$388K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
986New |
$40.1K - $48.4K
|
986
$46.4K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
986+ 10.63% |
$40.1K - $48.4K
|
10.3K
$483K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
933+ 5.43% |
$37.9K - $45.8K
|
18.1K
$852K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
919+ 2.73% |
$37.3K - $45.1K
|
34.6K
$1.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
808+ 217.79% |
$32.8K - $39.6K
|
1.18K
$55.4K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
721+ 10.49% |
$29.3K - $35.4K
|
7.59K
$357K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
638New |
$25.9K - $31.3K
|
638
$30K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
583+ 2.3% |
$23.7K - $28.6K
|
26K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
537New |
$21.8K - $26.4K
|
537
$25.2K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
509+ 25.68% |
$20.7K - $25K
|
2.49K
$117K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
493New |
$20K - $24.2K
|
493
$23.2K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
452+ 30.52% |
$18.4K - $22.2K
|
1.93K
$90.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
430+ 2150.0% |
$17.5K - $21.1K
|
450
$21.2K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
416New |
$16.9K - $20.4K
|
416
$19.6K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
357+ 31.32% |
$14.5K - $17.5K
|
1.5K
$70.4K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
310+ 6.11% |
$12.6K - $15.2K
|
5.39K
$253K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
305+ 8.13% |
$12.4K - $15K
|
4.06K
$191K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
305+ 8.13% |
$12.4K - $15K
|
4.06K
$191K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
233+ 466.0% |
$9.47K - $11.4K
|
283
$13.3K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
229+ 0.43% |
$9.3K - $11.2K
|
53.8K
$2.53M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
206+ 2.35% |
$8.37K - $10.1K
|
8.98K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
204+ 0.57% |
$8.29K - $10K
|
35.9K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
193+ 0.46% |
$7.84K - $9.47K
|
42.5K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
173New |
$7.03K - $8.49K
|
173
$8.13K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
148+ 227.69% |
$6.01K - $7.26K
|
213
$10K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
147+ 3.2% |
$5.97K - $7.21K
|
4.74K
$223K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
117+ 0.2% |
$4.75K - $5.74K
|
58.2K
$2.74M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
106+ 30.2% |
$4.31K - $5.2K
|
457
$21.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
85New |
$3.45K - $4.17K
|
85
$4K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
84+ 72.41% |
$3.41K - $4.12K
|
200
$9.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
77New |
$3.13K - $3.78K
|
77
$3.62K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
48+ 0.86% |
$1.95K - $2.36K
|
5.6K
$263K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23+ 0.54% |
$934 - $1.13K
|
4.25K
$200K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 0.68% |
$691 - $834
|
2.51K
$118K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17+ 0.27% |
$691 - $834
|
6.34K
$298K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 8.0% |
$488 - $589
|
162
$7.62K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8+ 0.13% |
$325 - $393
|
6.24K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.88% |
$284 - $343
|
798
$37.5K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7+ 35.0% |
$284 - $343
|
27
$1.27K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.03% |
$244 - $294
|
20K
$940K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.91% |
$122 - $147
|
332
$15.6K
|