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 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-77.8K- 91.41% |
$3.16M - $3.82M
|
7.31K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-79.2K- 95.17% |
$3.22M - $3.89M
|
4.02K
$189K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-80.5K- 93.77% |
$3.27M - $3.95M
|
5.35K
$252K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-82.8K- 51.84% |
$3.37M - $4.06M
|
77K
$3.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-84.4K- 82.67% |
$3.43M - $4.14M
|
17.7K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-89.9K- 30.22% |
$3.65M - $4.41M
|
208K
$9.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-107K- 95.45% |
$4.36M - $5.27M
|
5.11K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-131K- 43.58% |
$5.32M - $6.42M
|
169K
$7.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-143K- 42.61% |
$5.81M - $7.01M
|
192K
$9.05M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-192K- 57.3% |
$7.81M - $9.43M
|
143K
$6.73M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-221K- 64.65% |
$8.96M - $10.8M
|
121K
$5.67M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-233K- 16.1% |
$9.48M - $11.5M
|
1.22M
$57.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-238K- 97.79% |
$9.67M - $11.7M
|
5.38K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-282K- 38.93% |
$11.5M - $13.8M
|
442K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-310K- 14.28% |
$12.6M - $15.2M
|
1.86M
$87.4M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-454K- 62.6% |
$18.4M - $22.3M
|
271K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-464K- 52.34% |
$18.8M - $22.7M
|
422K
$19.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-676K- 96.51% |
$27.4M - $33.2M
|
24.4K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-749K- 60.38% |
$30.4M - $36.8M
|
492K
$23.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-767K- 25.12% |
$31.2M - $37.7M
|
2.29M
$108M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.54M- 96.11% |
$62.5M - $75.4M
|
62.2K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.59M- 86.65% |
$105M - $127M
|
398K
$18.7M
|