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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
327New |
$13.2K - $15K
|
327
$14.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
320+ 2.93% |
$12.9K - $14.7K
|
11.2K
$507K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
285+ 3.16% |
$11.5K - $13.1K
|
9.3K
$419K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
201+ 2.67% |
$8.12K - $9.22K
|
7.73K
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
200+ 12.9% |
$8.08K - $9.17K
|
1.75K
$78.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
190+ 7.63% |
$7.67K - $8.72K
|
2.68K
$121K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
173+ 7.74% |
$6.99K - $7.94K
|
2.41K
$109K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
126+ 0.3% |
$5.09K - $5.78K
|
42.6K
$1.92M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
120+ 0.36% |
$4.85K - $5.5K
|
33.2K
$1.5M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
110+ 122.22% |
$4.44K - $5.05K
|
200
$9.01K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107+ 0.52% |
$4.32K - $4.91K
|
20.7K
$935K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 2.2% |
$4.2K - $4.77K
|
4.84K
$218K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
91+ 0.59% |
$3.68K - $4.17K
|
15.6K
$704K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
53+ 0.28% |
$2.14K - $2.43K
|
19.3K
$868K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 25.0% |
$2.02K - $2.29K
|
250
$11.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33+ 0.59% |
$1.33K - $1.51K
|
5.64K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.59% |
$1.25K - $1.42K
|
5.27K
$238K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
23+ 0.43% |
$929 - $1.06K
|
5.34K
$241K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$606 - $688
|
15
$676
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.48% |
$485 - $550
|
2.52K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.42% |
$485 - $550
|
2.85K
$128K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.14% |
$444 - $505
|
8.04K
$362K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11+ 0.17% |
$444 - $505
|
6.35K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
10+ 0.03% |
$404 - $459
|
37.1K
$1.67M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.46% |
$202 - $229
|
1.1K
$49.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.5% |
$162 - $183
|
802
$36.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.02% |
$121 - $138
|
20K
$901K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.11% |
$121 - $138
|
2.72K
$123K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.6% |
$80.8 - $91.7
|
334
$15.1K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$40.4 - $45.9
|
7.38K
$332K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.47% |
$40.4 - $45.9
|
216
$9.73K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.35% |
$40.4 - $45.9
|
75
$3.38K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.85% |
$40.4 - $45.9
|
118
$5.32K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1- 0.09% |
$40.4 - $45.9
|
1.14K
$51.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 0.52% |
$80.8 - $91.7
|
385
$17.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 1.06% |
$323 - $367
|
750
$33.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 0.22% |
$404 - $459
|
4.45K
$200K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-11- 0.27% |
$444 - $505
|
4.01K
$181K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-18Closed |
$727 - $826
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-18- 0.22% |
$727 - $826
|
8.18K
$368K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-27- 10.98% |
$1.09K - $1.24K
|
219
$9.87K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-31- 8.88% |
$1.25K - $1.42K
|
318
$14.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-35- 2.09% |
$1.41K - $1.61K
|
1.64K
$73.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-48- 2.85% |
$1.94K - $2.2K
|
1.64K
$73.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-50- 0.5% |
$2.02K - $2.29K
|
9.88K
$445K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 75.76% |
$2.02K - $2.29K
|
16
$721
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-69- 1.25% |
$2.79K - $3.17K
|
5.46K
$246K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-71- 1.77% |
$2.87K - $3.26K
|
3.94K
$177K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-85- 1.23% |
$3.43K - $3.9K
|
6.84K
$308K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-106- 0.41% |
$4.28K - $4.86K
|
25.9K
$1.17M
|