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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-397- 35.51% |
$16.6K - $19.6K
|
721
$32.5K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-415- 5.68% |
$17.4K - $20.5K
|
6.9K
$311K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-469- 1.36% |
$19.7K - $23.2K
|
33.9K
$1.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-510- 22.18% |
$21.4K - $25.2K
|
1.79K
$80.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-527- 74.75% |
$22.1K - $26K
|
178
$8.02K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-540- 5.71% |
$22.6K - $26.7K
|
8.92K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-550- 5.92% |
$23K - $27.2K
|
8.75K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-563- 16.23% |
$23.6K - $27.8K
|
2.91K
$131K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-580- 11.18% |
$24.3K - $28.7K
|
4.61K
$208K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-606- 38.75% |
$25.4K - $29.9K
|
958
$43.2K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-641- 2.46% |
$26.9K - $31.7K
|
25.5K
$1.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-682- 5.98% |
$28.6K - $33.7K
|
10.7K
$483K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-689- 75.38% |
$28.9K - $34K
|
225
$10.1K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-711- 2.57% |
$29.8K - $35.1K
|
27K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-723- 8.91% |
$30.3K - $35.7K
|
7.4K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-743- 15.41% |
$31.1K - $36.7K
|
4.08K
$184K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-777- 6.75% |
$32.6K - $38.4K
|
10.7K
$484K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-793- 1.33% |
$33.2K - $39.2K
|
59.1K
$2.66M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-894- 2.7% |
$37.5K - $44.2K
|
32.2K
$1.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-908- 3.67% |
$38K - $44.9K
|
23.8K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-964- 18.33% |
$40.4K - $47.6K
|
4.29K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-971- 17.23% |
$40.7K - $48K
|
4.67K
$210K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.02K- 7.32% |
$42.5K - $50.1K
|
12.9K
$579K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.09K- 13.55% |
$45.6K - $53.8K
|
6.95K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.17K- 7.54% |
$49K - $57.7K
|
14.3K
$646K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.24K- 16.69% |
$52.1K - $61.5K
|
6.21K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.29K- 2.02% |
$54.1K - $63.8K
|
62.7K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.36K- 4.96% |
$57.2K - $67.4K
|
26.1K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.4K- 2.06% |
$58.7K - $69.2K
|
66.4K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.44K- 13.78% |
$60.2K - $70.9K
|
8.98K
$405K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.44K- 14.26% |
$60.4K - $71.2K
|
8.67K
$391K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.51K- 6.69% |
$63.1K - $74.4K
|
21K
$946K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.53K- 10.69% |
$63.9K - $75.4K
|
12.7K
$574K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.73K- 18.2% |
$72.4K - $85.3K
|
7.76K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.93K- 5.35% |
$80.8K - $95.2K
|
34.1K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.96K- 5.29% |
$82K - $96.6K
|
35K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.97K- 21.77% |
$82.6K - $97.4K
|
7.08K
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2K- 86.58% |
$83.8K - $98.8K
|
310
$14K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.1K- 14.86% |
$87.8K - $103K
|
12K
$541K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.1K- 76.3% |
$87.9K - $104K
|
652
$29.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.18K- 13.15% |
$91.1K - $107K
|
14.4K
$647K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.19K- 20.69% |
$91.7K - $108K
|
8.39K
$378K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.31K- 2.36% |
$139K - $163K
|
137K
$6.16M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-3.4K- 8.78% |
$142K - $168K
|
35.3K
$1.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.58K- 30.18% |
$150K - $177K
|
8.28K
$373K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-3.62K- 7.6% |
$152K - $179K
|
44.1K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-3.77K- 7.44% |
$158K - $186K
|
46.8K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.96K- 33.77% |
$166K - $195K
|
7.76K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.21K- 18.4% |
$176K - $208K
|
18.7K
$841K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.23K- 13.05% |
$177K - $209K
|
28.2K
$1.27M
|