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
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.23K- 13.05% |
$177K - $209K
|
28.2K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.4K- 43.59% |
$184K - $217K
|
5.7K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.59K- 45.54% |
$192K - $227K
|
5.49K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.5K- 11.59% |
$230K - $272K
|
41.9K
$1.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.78K- 34.01% |
$242K - $286K
|
11.2K
$527K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.14K- 43.62% |
$257K - $303K
|
7.93K
$373K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.49K- 45.09% |
$272K - $321K
|
7.91K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.66K- 46.37% |
$279K - $329K
|
7.7K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-6.99K- 6.29% |
$293K - $345K
|
104K
$4.9M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-7.16K- 13.16% |
$300K - $353K
|
47.2K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.29K- 45.97% |
$305K - $360K
|
8.56K
$403K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.88K- 3.12% |
$330K - $389K
|
245K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-7.99K- 6.93% |
$335K - $395K
|
107K
$5.05M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.35K- 18.5% |
$350K - $413K
|
36.8K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-10.5K- 43.59% |
$439K - $518K
|
13.6K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-11.7K- 0.8% |
$491K - $578K
|
1.45M
$68M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.1K- 60.62% |
$507K - $597K
|
7.86K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 45.44% |
$614K - $724K
|
17.6K
$827K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.8K- 39.55% |
$622K - $733K
|
22.7K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-19K- 3.09% |
$797K - $940K
|
597K
$28M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.2K- 11.77% |
$805K - $949K
|
144K
$6.77M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19.8K- 23.91% |
$830K - $978K
|
63K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 83.17% |
$891K - $1.05M
|
4.3K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-22.7K- 50.56% |
$951K - $1.12M
|
22.2K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.6K- 29.94% |
$1.2M - $1.41M
|
66.9K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.6K- 54.37% |
$1.24M - $1.46M
|
24.8K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.8K- 73.88% |
$1.38M - $1.62M
|
11.6K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-33K- 46.81% |
$1.38M - $1.63M
|
37.5K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35.2K- 17.04% |
$1.47M - $1.74M
|
171K
$8.05M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.7K- 44.34% |
$1.62M - $1.91M
|
48.6K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.4K- 18.16% |
$1.73M - $2.04M
|
186K
$8.77M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-41.8K- 54.72% |
$1.75M - $2.07M
|
34.6K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.9K- 19.45% |
$1.84M - $2.17M
|
182K
$8.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-51.8K- 38.16% |
$2.17M - $2.56M
|
83.9K
$3.94M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-53.9K- 99.33% |
$2.26M - $2.66M
|
365
$17.2K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97.8K- 4.56% |
$4.1M - $4.83M
|
2.05M
$96.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97.8K- 4.56% |
$4.1M - $4.83M
|
2.05M
$96.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-223K- 43.65% |
$9.35M - $11M
|
288K
$13.5M
|