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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.98K- 16.5% |
$202K - $244K
|
25.2K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.07K- 36.98% |
$206K - $249K
|
8.63K
$418K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-5.53K- 6.57% |
$225K - $272K
|
78.7K
$3.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.65K- 51.03% |
$229K - $277K
|
5.42K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.67K- 72.39% |
$230K - $278K
|
2.16K
$105K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.79K- 55.21% |
$235K - $284K
|
4.7K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.2K- 54.83% |
$252K - $304K
|
5.11K
$247K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.62K- 27.75% |
$269K - $325K
|
17.2K
$834K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.47K- 5.18% |
$304K - $367K
|
137K
$6.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-8.11K- 23.62% |
$330K - $398K
|
26.2K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.02K- 99.07% |
$367K - $443K
|
85
$4.11K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.5K- 83.09% |
$386K - $466K
|
1.93K
$93.6K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.6K- 36.61% |
$390K - $471K
|
16.6K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.1K- 12.07% |
$450K - $544K
|
80.7K
$3.91M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.4K- 15.53% |
$464K - $560K
|
62.1K
$3M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.5K- 45.9% |
$469K - $566K
|
13.6K
$658K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.2K- 8.6% |
$497K - $600K
|
130K
$6.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.7K- 39.88% |
$516K - $623K
|
19.1K
$926K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-13.1K- 28.59% |
$534K - $645K
|
32.8K
$1.59M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13.2K- 62.58% |
$535K - $646K
|
7.88K
$381K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.1K- 11.18% |
$575K - $694K
|
112K
$5.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.2K- 73.15% |
$577K - $697K
|
5.21K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.2K- 59.72% |
$619K - $747K
|
10.3K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.3K- 48.58% |
$621K - $750K
|
16.2K
$783K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-15.3K- 57.44% |
$622K - $751K
|
11.3K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.4K- 68.07% |
$708K - $855K
|
8.17K
$396K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.5K- 28.5% |
$750K - $906K
|
46.3K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.3K- 12.6% |
$783K - $946K
|
134K
$6.47M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.3K- 6.31% |
$826K - $998K
|
302K
$14.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-21.1K- 62.35% |
$857K - $1.04M
|
12.7K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-21.2K- 50.62% |
$859K - $1.04M
|
20.6K
$999K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-22.3K- 66.29% |
$907K - $1.09M
|
11.3K
$549K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-23.7K- 77.21% |
$963K - $1.16M
|
7K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-26.1K- 71.84% |
$1.06M - $1.28M
|
10.2K
$494K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26.5K- 74.35% |
$1.07M - $1.3M
|
9.13K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.3K- 24.69% |
$1.11M - $1.34M
|
83.3K
$4.03M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-28.7K- 78.36% |
$1.17M - $1.41M
|
7.93K
$384K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.1K- 47.27% |
$1.22M - $1.48M
|
33.5K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-30.7K- 58.29% |
$1.25M - $1.51M
|
22K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-33.3K- 32.02% |
$1.35M - $1.63M
|
70.7K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-33.6K- 85.89% |
$1.37M - $1.65M
|
5.52K
$267K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-36.7K- 72.25% |
$1.49M - $1.8M
|
14.1K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39K- 74.1% |
$1.58M - $1.91M
|
13.6K
$659K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.6K- 12.22% |
$2.18M - $2.63M
|
385K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-61.4K- 41.06% |
$2.49M - $3.01M
|
88.1K
$4.27M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-62.7K- 89.05% |
$2.55M - $3.08M
|
7.71K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-68.6K- 78.22% |
$2.79M - $3.37M
|
19.1K
$925K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-69.4K- 81.28% |
$2.82M - $3.4M
|
16K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-69.8K- 30.45% |
$2.84M - $3.43M
|
159K
$7.72M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-73.8K- 66.45% |
$3M - $3.62M
|
37.2K
$1.8M
|