Purchases and Sales Made in Q2 2023 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q2 2023. 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 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
150K+ 113.9% |
$6.05M - $6.87M
|
281K
$12.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
123KNew |
$4.97M - $5.65M
|
123K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
94K+ 85.04% |
$3.8M - $4.31M
|
204K
$9.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
87.4KNew |
$3.53M - $4.01M
|
87.4K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.1K+ 371.57% |
$2.91M - $3.31M
|
91.5K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
64.3KNew |
$2.6M - $2.95M
|
64.3K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.2K+ 316.83% |
$2.07M - $2.35M
|
67.4K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
28.3KNew |
$1.14M - $1.3M
|
28.3K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.6K+ 8.45% |
$992K - $1.13M
|
315K
$14M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
21.9KNew |
$884K - $1M
|
21.9K
$972K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.7KNew |
$756K - $858K
|
18.7K
$831K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.8K+ 53.67% |
$721K - $819K
|
51.1K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.1K+ 148.12% |
$611K - $694K
|
25.3K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.4K+ 11.08% |
$540K - $613K
|
134K
$5.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.1KNew |
$488K - $554K
|
12.1K
$537K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
12K+ 28.04% |
$485K - $551K
|
54.8K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.89K+ 48.99% |
$399K - $454K
|
30.1K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7.27KNew |
$293K - $333K
|
7.27K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.1KNew |
$287K - $326K
|
7.1K
$315K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.1KNew |
$287K - $326K
|
7.1K
$315K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
6.38KNew |
$258K - $293K
|
6.38K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.28K+ 3627.17% |
$253K - $288K
|
6.45K
$286K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.93K+ 9.14% |
$239K - $272K
|
70.8K
$3.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.81KNew |
$235K - $267K
|
5.81K
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
5.5KNew |
$222K - $252K
|
5.5K
$244K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.41KNew |
$219K - $248K
|
5.41K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$212K - $241K
|
5.25K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.29K+ 3.14% |
$173K - $197K
|
141K
$6.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.65K+ 17.32% |
$147K - $167K
|
24.7K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.31K+ 3.01% |
$134K - $152K
|
113K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.3K+ 0.14% |
$133K - $151K
|
2.29M
$102M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.88K+ 36.3% |
$116K - $132K
|
10.8K
$479K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.11K+ 3.03% |
$85K - $96.6K
|
71.5K
$3.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.91KNew |
$77.3K - $87.7K
|
1.91K
$85K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.84K+ 2740.3% |
$74.2K - $84.2K
|
1.9K
$84.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 4.51% |
$63K - $71.5K
|
36.2K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.15K+ 22.89% |
$46.4K - $52.7K
|
6.16K
$274K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
926+ 5.68% |
$37.4K - $42.5K
|
17.2K
$766K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
899+ 1.71% |
$36.3K - $41.2K
|
53.3K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
882+ 5.04% |
$35.6K - $40.5K
|
18.4K
$816K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
735+ 1.46% |
$29.7K - $33.7K
|
51.3K
$2.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
708+ 4.98% |
$28.6K - $32.5K
|
14.9K
$663K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
678+ 4.08% |
$27.4K - $31.1K
|
17.3K
$768K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
632New |
$25.5K - $29K
|
632
$28.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
568New |
$22.9K - $26.1K
|
568
$25.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
526+ 2.01% |
$21.2K - $24.1K
|
26.8K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
509+ 3.28% |
$20.6K - $23.3K
|
16K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
454+ 945.83% |
$18.3K - $20.8K
|
502
$22.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
386+ 1.83% |
$15.6K - $17.7K
|
21.5K
$953K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
368+ 109.2% |
$14.9K - $16.9K
|
705
$31.3K
|