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 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 45.07% |
$111K - $131K
|
8.54K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.6K+ 34.81% |
$109K - $128K
|
10.1K
$454K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.5K+ 11.39% |
$105K - $123K
|
24.4K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.45KNew |
$103K - $121K
|
2.45K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.35K+ 5.49% |
$98.4K - $116K
|
45.1K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.2K+ 7.06% |
$92.3K - $109K
|
33.4K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.75K+ 12.51% |
$73.5K - $86.6K
|
15.8K
$710K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1.7KNew |
$71.2K - $84K
|
1.7K
$76.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.67KNew |
$69.8K - $82.3K
|
1.67K
$75.1K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.66K+ 12.39% |
$69.4K - $81.9K
|
15K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.6K+ 13.54% |
$67.2K - $79.2K
|
13.4K
$606K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.55K+ 13.49% |
$65.1K - $76.7K
|
13.1K
$589K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.36K+ 9.38% |
$57.1K - $67.3K
|
15.9K
$716K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.28K+ 1.85% |
$53.7K - $63.3K
|
70.5K
$3.18M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 2.5% |
$45.2K - $53.3K
|
44.1K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.06K+ 25.86% |
$44.2K - $52.1K
|
5.14K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
841+ 5.61% |
$35.2K - $41.5K
|
15.8K
$714K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
633+ 8.81% |
$26.5K - $31.3K
|
7.81K
$352K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
587+ 1.84% |
$24.6K - $29K
|
32.5K
$1.46M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
573+ 1848.39% |
$24K - $28.3K
|
604
$27.2K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
570+ 51.21% |
$23.9K - $28.2K
|
1.68K
$75.8K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
549+ 30.88% |
$23K - $27.1K
|
2.33K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
520+ 3.53% |
$21.8K - $25.7K
|
15.3K
$687K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
501+ 177.03% |
$21K - $24.7K
|
784
$35.3K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
480New |
$20.1K - $23.7K
|
480
$21.6K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
456+ 1.07% |
$19.1K - $22.5K
|
43.1K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
368+ 0.83% |
$15.4K - $18.2K
|
44.5K
$2.01M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
343+ 4.36% |
$14.4K - $16.9K
|
8.21K
$370K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
309+ 1.94% |
$12.9K - $15.3K
|
16.2K
$731K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
298+ 4.24% |
$12.5K - $14.7K
|
7.33K
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
252New |
$10.6K - $12.4K
|
252
$11.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
251+ 3.64% |
$10.5K - $12.4K
|
7.15K
$322K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
248+ 1.87% |
$10.4K - $12.3K
|
13.5K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
247+ 1.04% |
$10.3K - $12.2K
|
24K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
216+ 675.0% |
$9.05K - $10.7K
|
248
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
211+ 1.67% |
$8.84K - $10.4K
|
12.8K
$579K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$8.38K - $9.88K
|
200
$9.01K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
158+ 2.26% |
$6.62K - $7.81K
|
7.15K
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
154+ 3.32% |
$6.45K - $7.61K
|
4.79K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
150New |
$6.29K - $7.41K
|
150
$6.76K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
123+ 106.96% |
$5.15K - $6.08K
|
238
$10.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
101New |
$4.23K - $4.99K
|
101
$4.55K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
89+ 0.45% |
$3.73K - $4.4K
|
19.8K
$894K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
80+ 0.53% |
$3.35K - $3.95K
|
15.1K
$682K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
71+ 0.97% |
$2.97K - $3.51K
|
7.39K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
67New |
$2.81K - $3.31K
|
67
$3.02K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
63+ 6.26% |
$2.64K - $3.11K
|
1.07K
$48.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
61+ 2.97% |
$2.56K - $3.01K
|
2.12K
$95.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40+ 0.51% |
$1.68K - $1.98K
|
7.94K
$358K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
39+ 12.0% |
$1.63K - $1.93K
|
364
$16.4K
|