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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
24New |
$1.01K - $1.19K
|
24
$1.08K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 0.53% |
$880 - $1.04K
|
4.01K
$181K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19+ 950.0% |
$796 - $939
|
21
$946
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16New |
$670 - $790
|
16
$721
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$629 - $741
|
15
$676
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11+ 0.17% |
$461 - $543
|
6.39K
$288K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 1.02% |
$461 - $543
|
1.09K
$48.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$293 - $346
|
7
$315
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6+ 0.29% |
$251 - $296
|
2.04K
$92K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.17% |
$210 - $247
|
2.87K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.49% |
$168 - $198
|
818
$36.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.57% |
$41.9 - $49.4
|
177
$7.98K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.83% |
$41.9 - $49.4
|
121
$5.45K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 2.22% |
$41.9 - $49.4
|
46
$2.07K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1- -0.0% |
$41.9 - $49.4
|
28.1K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 4.69% |
$126 - $148
|
61
$2.75K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 0.8% |
$210 - $247
|
620
$27.9K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10- 0.22% |
$419 - $494
|
4.56K
$206K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-15- 1.02% |
$629 - $741
|
1.46K
$65.8K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17- 0.18% |
$712 - $840
|
9.68K
$436K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-30- 0.32% |
$1.26K - $1.48K
|
9.21K
$415K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 0.49% |
$1.42K - $1.68K
|
6.97K
$314K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 5.41% |
$1.72K - $2.03K
|
717
$32.3K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-52- 1.03% |
$2.18K - $2.57K
|
5.01K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54- 1.06% |
$2.26K - $2.67K
|
5.03K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55- 0.18% |
$2.3K - $2.72K
|
30K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-58- 1.52% |
$2.43K - $2.87K
|
3.75K
$169K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-60- 16.9% |
$2.51K - $2.96K
|
295
$13.3K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-61- 2.15% |
$2.56K - $3.01K
|
2.77K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62- 14.06% |
$2.6K - $3.06K
|
379
$17.1K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-83- 0.98% |
$3.48K - $4.1K
|
8.4K
$379K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125- 8.87% |
$5.24K - $6.18K
|
1.29K
$57.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-135- 1.58% |
$5.66K - $6.67K
|
8.39K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-138- 46.78% |
$5.78K - $6.82K
|
157
$7.07K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-161- 4.02% |
$6.75K - $7.95K
|
3.85K
$173K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-170- 30.74% |
$7.12K - $8.4K
|
383
$17.3K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-200- 37.04% |
$8.38K - $9.88K
|
340
$15.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-220- 1.8% |
$9.22K - $10.9K
|
12K
$540K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-231- 3.03% |
$9.68K - $11.4K
|
7.39K
$333K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-249- 1.09% |
$10.4K - $12.3K
|
22.7K
$1.02M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-250- 8.6% |
$10.5K - $12.4K
|
2.66K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-250- 0.64% |
$10.5K - $12.4K
|
39K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-254- 7.28% |
$10.6K - $12.5K
|
3.24K
$146K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-256- 2.76% |
$10.7K - $12.6K
|
9.02K
$406K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-269- 5.89% |
$11.3K - $13.3K
|
4.3K
$194K
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-290- 4.63% |
$12.2K - $14.3K
|
5.98K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-340- 5.0% |
$14.2K - $16.8K
|
6.45K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-353- 35.91% |
$14.8K - $17.4K
|
630
$28.4K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-379- 4.08% |
$15.9K - $18.7K
|
8.91K
$401K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-379- 14.05% |
$15.9K - $18.7K
|
2.32K
$104K
|