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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-649- 9.0% |
$26.4K - $31.8K
|
6.57K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-658- 1.24% |
$26.7K - $32.3K
|
52.4K
$2.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-695- 11.53% |
$28.2K - $34.1K
|
5.33K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-701- 2.72% |
$28.5K - $34.4K
|
25.1K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-724- 55.48% |
$29.4K - $35.5K
|
581
$28.1K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-729- 96.68% |
$29.6K - $35.8K
|
25
$1.21K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-743- 4.95% |
$30.2K - $36.5K
|
14.3K
$690K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-783- 14.0% |
$31.8K - $38.4K
|
4.81K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-799- 8.14% |
$32.5K - $39.2K
|
9.01K
$436K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-850- 8.49% |
$34.5K - $41.7K
|
9.17K
$444K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-934- 10.23% |
$37.9K - $45.8K
|
8.2K
$397K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-985- 2.81% |
$40K - $48.3K
|
34.1K
$1.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-987- 5.62% |
$40.1K - $48.4K
|
16.6K
$803K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.07K- 17.6% |
$43.5K - $52.5K
|
5.01K
$243K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.09K- 2.97% |
$44.4K - $53.6K
|
35.7K
$1.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.17K- 6.85% |
$47.3K - $57.2K
|
15.8K
$767K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.18K- 16.98% |
$47.7K - $57.7K
|
5.74K
$278K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.3K- 12.84% |
$52.7K - $63.7K
|
8.81K
$426K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.31K- 14.59% |
$53.2K - $64.2K
|
7.66K
$371K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.36K- 71.48% |
$55.1K - $66.5K
|
541
$26.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.37K- 21.03% |
$55.5K - $67.1K
|
5.13K
$249K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.4K- 15.95% |
$56.8K - $68.6K
|
7.37K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.43K- 14.85% |
$58.2K - $70.3K
|
8.22K
$398K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.53K- 5.56% |
$62.1K - $75K
|
26K
$1.26M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.57K- 7.47% |
$63.7K - $76.9K
|
19.4K
$939K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.59K- 0.22% |
$64.6K - $78.1K
|
730K
$35.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.61K- 2.11% |
$65.5K - $79.1K
|
74.7K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.63K- 23.39% |
$66.3K - $80.1K
|
5.35K
$259K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.63K- 19.61% |
$66.3K - $80.1K
|
6.69K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.84K- 82.61% |
$74.7K - $90.2K
|
387
$18.7K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.88K- 4.82% |
$76.4K - $92.3K
|
37.1K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.92K- 26.79% |
$78K - $94.2K
|
5.24K
$254K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.96K- 6.0% |
$79.5K - $96K
|
30.6K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.12K- 0.52% |
$86.2K - $104K
|
408K
$19.8M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.26K- 15.1% |
$91.9K - $111K
|
12.7K
$615K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.49K- 85.48% |
$101K - $122K
|
423
$20.5K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.51K- 19.43% |
$102K - $123K
|
10.4K
$503K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.73K- 9.78% |
$111K - $134K
|
25.1K
$1.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.8K- 16.44% |
$114K - $137K
|
14.2K
$689K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.47K- 97.61% |
$141K - $170K
|
85
$4.11K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.55K- 20.33% |
$144K - $174K
|
13.9K
$674K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.07K- 15.35% |
$165K - $200K
|
22.5K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.13K- 25.71% |
$168K - $203K
|
11.9K
$577K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.38K- 44.17% |
$178K - $215K
|
5.53K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.43K- 3.43% |
$180K - $217K
|
125K
$6.04M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.69K- 12.03% |
$191K - $230K
|
34.3K
$1.66M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-4.79K- 44.42% |
$195K - $235K
|
5.99K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.82K- 3.6% |
$196K - $237K
|
129K
$6.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.84K- 96.03% |
$197K - $237K
|
200
$9.68K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.85K- 24.5% |
$197K - $238K
|
14.9K
$723K
|