Purchases and Sales Made in Q1 2024 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
172KNew |
$7.19M - $8.48M
|
172K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
97.1K+ 1512.52% |
$4.07M - $4.8M
|
104K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
88.7K+ 16.88% |
$3.72M - $4.38M
|
614K
$27.3M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
57KNew |
$2.39M - $2.81M
|
57K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.6K+ 31.5% |
$2.25M - $2.65M
|
224K
$9.94M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
53.4KNew |
$2.24M - $2.64M
|
53.4K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.1K+ 3.18% |
$1.89M - $2.23M
|
1.46M
$64.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45K+ 4.78% |
$1.88M - $2.22M
|
985K
$43.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44.9K+ 379.23% |
$1.88M - $2.22M
|
56.7K
$2.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
34.8K+ 342.78% |
$1.46M - $1.72M
|
45K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.7KNew |
$1.33M - $1.57M
|
31.7K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
30.4KNew |
$1.28M - $1.5M
|
30.4K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29.5K+ 79.16% |
$1.23M - $1.46M
|
66.7K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20.5KNew |
$861K - $1.01M
|
20.5K
$912K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
18.8K+ 291.34% |
$788K - $929K
|
25.3K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 88.87% |
$777K - $916K
|
39.4K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.5KNew |
$734K - $866K
|
17.5K
$778K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 3.68% |
$726K - $856K
|
488K
$21.7M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 0.8% |
$677K - $799K
|
2.05M
$90.8M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.5KNew |
$648K - $764K
|
15.5K
$687K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.6KNew |
$610K - $719K
|
14.6K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 79.12% |
$603K - $711K
|
32.6K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
13.3K+ 28.57% |
$559K - $659K
|
60K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 3.19% |
$538K - $634K
|
415K
$18.5M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$512K - $603K
|
12.2K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 5986.8% |
$494K - $583K
|
12K
$533K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4KNew |
$437K - $515K
|
10.4K
$463K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$432K - $510K
|
10.3K
$458K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
10K+ 7.76% |
$421K - $496K
|
139K
$6.19M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.56K+ 67.16% |
$400K - $472K
|
23.8K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.41K+ 1.97% |
$394K - $465K
|
488K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.41KNew |
$310K - $366K
|
7.41K
$329K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.4KNew |
$310K - $365K
|
7.4K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.33K+ 4.98% |
$307K - $362K
|
154K
$6.86M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.87K+ 8.22% |
$288K - $339K
|
90.5K
$4.02M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.55KNew |
$274K - $324K
|
6.55K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.5K+ 31.66% |
$272K - $321K
|
27K
$1.2M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.06KNew |
$254K - $300K
|
6.06K
$269K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.8KNew |
$243K - $286K
|
5.8K
$257K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
5.52KNew |
$231K - $273K
|
5.52K
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.41KNew |
$227K - $267K
|
5.41K
$240K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.66KNew |
$195K - $230K
|
4.66K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.51KNew |
$189K - $223K
|
4.51K
$200K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.42KNew |
$185K - $218K
|
4.42K
$196K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.33KNew |
$182K - $214K
|
4.33K
$192K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.25KNew |
$178K - $210K
|
4.25K
$189K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4.21KNew |
$176K - $208K
|
4.21K
$187K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.2KNew |
$176K - $207K
|
4.2K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.05K+ 12.68% |
$170K - $200K
|
36K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.77KNew |
$116K - $137K
|
2.77K
$123K
|