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 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.11% |
$122 - $147
|
2.72K
$128K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.94% |
$81.3 - $98.1
|
215
$10.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.82% |
$81.3 - $98.1
|
246
$11.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.26% |
$81.3 - $98.1
|
758
$35.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.86% |
$40.6 - $49.1
|
117
$5.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$40.6 - $49.1
|
1
$47
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-8- 0.15% |
$325 - $393
|
5.32K
$250K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-20- 1.17% |
$813 - $981
|
1.69K
$79.3K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24- 0.38% |
$975 - $1.18K
|
6.33K
$297K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-25- 0.08% |
$1.02K - $1.23K
|
31.4K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-34- 0.96% |
$1.38K - $1.67K
|
3.49K
$164K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-42- 35.29% |
$1.71K - $2.06K
|
77
$3.62K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-48- 1.58% |
$1.95K - $2.36K
|
2.98K
$140K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-53- 22.75% |
$2.15K - $2.6K
|
180
$8.46K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62- 0.77% |
$2.52K - $3.04K
|
7.96K
$374K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-70- 5.32% |
$2.84K - $3.43K
|
1.25K
$58.5K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-71- 1.01% |
$2.88K - $3.48K
|
6.93K
$326K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-81- 2.17% |
$3.29K - $3.97K
|
3.66K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-85- 1.05% |
$3.45K - $4.17K
|
8.03K
$377K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-100- 60.24% |
$4.06K - $4.91K
|
66
$3.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.32% |
$4.31K - $5.2K
|
33.1K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-112- 8.95% |
$4.55K - $5.5K
|
1.14K
$53.5K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-116- 0.74% |
$4.71K - $5.69K
|
15.5K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-122- 10.07% |
$4.96K - $5.99K
|
1.09K
$51.2K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-143- 2.66% |
$5.81K - $7.02K
|
5.24K
$246K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-146- 11.79% |
$5.93K - $7.16K
|
1.09K
$51.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-175- 9.46% |
$7.11K - $8.59K
|
1.68K
$78.7K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-192- 3.14% |
$7.8K - $9.42K
|
5.92K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-201- 14.86% |
$8.17K - $9.86K
|
1.15K
$54.2K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-211- 1.76% |
$8.57K - $10.4K
|
11.8K
$554K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-248- 2.88% |
$10.1K - $12.2K
|
8.38K
$394K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-260- 2.52% |
$10.6K - $12.8K
|
10K
$472K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-322- 3.3% |
$13.1K - $15.8K
|
9.43K
$443K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-368- 52.2% |
$15K - $18.1K
|
337
$15.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-423- 85.11% |
$17.2K - $20.8K
|
74
$3.48K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-430- 95.56% |
$17.5K - $21.1K
|
20
$940
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-458- 3.9% |
$18.6K - $22.5K
|
11.3K
$530K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-482- 6.02% |
$19.6K - $23.7K
|
7.53K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-490- 3.06% |
$19.9K - $24K
|
15.5K
$730K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-518- 11.5% |
$21K - $25.4K
|
3.99K
$187K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-518- 67.54% |
$21K - $25.4K
|
249
$11.7K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-526- 2.54% |
$21.4K - $25.8K
|
20.2K
$949K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-532- 6.71% |
$21.6K - $26.1K
|
7.39K
$348K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-534- 6.18% |
$21.7K - $26.2K
|
8.11K
$381K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-558- 6.48% |
$22.7K - $27.4K
|
8.05K
$379K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-559- 89.73% |
$22.7K - $27.4K
|
64
$3.01K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-559- 89.73% |
$22.7K - $27.4K
|
64
$3.01K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-623- 11.44% |
$25.3K - $30.6K
|
4.82K
$227K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-630- 13.59% |
$25.6K - $30.9K
|
4.01K
$188K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-638- 64.64% |
$25.9K - $31.3K
|
349
$16.4K
|