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 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-112- 1.11% |
$4.52K - $5.14K
|
9.93K
$448K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-128- 0.59% |
$5.17K - $5.87K
|
21.7K
$979K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-135- 1.61% |
$5.45K - $6.19K
|
8.24K
$371K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-135- 1.61% |
$5.45K - $6.19K
|
8.24K
$371K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-140- 1.74% |
$5.65K - $6.42K
|
7.91K
$357K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 14.63% |
$6.06K - $6.88K
|
875
$39.4K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-156- 2.98% |
$6.3K - $7.16K
|
5.08K
$229K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-202- 17.53% |
$8.16K - $9.27K
|
950
$42.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-230- 1.95% |
$9.29K - $10.6K
|
11.5K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-247- 4.59% |
$9.98K - $11.3K
|
5.14K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-249- 1.79% |
$10.1K - $11.4K
|
13.7K
$616K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-336- 4.43% |
$13.6K - $15.4K
|
7.26K
$327K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-343- 22.45% |
$13.9K - $15.7K
|
1.19K
$53.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-364- 6.07% |
$14.7K - $16.7K
|
5.63K
$254K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-387- 0.49% |
$15.6K - $17.8K
|
78.3K
$3.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-402- 7.54% |
$16.2K - $18.4K
|
4.93K
$222K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-419- 5.1% |
$16.9K - $19.2K
|
7.8K
$351K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-427- 5.37% |
$17.2K - $19.6K
|
7.53K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-455- 78.31% |
$18.4K - $20.9K
|
126
$5.68K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-510- 9.54% |
$20.6K - $23.4K
|
4.84K
$218K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-526- 97.95% |
$21.2K - $24.1K
|
11
$496
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-567- 10.46% |
$22.9K - $26K
|
4.85K
$219K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-567- 10.46% |
$22.9K - $26K
|
4.85K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-583- 2.24% |
$23.5K - $26.7K
|
25.4K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-587- 3.65% |
$23.7K - $26.9K
|
15.5K
$697K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-606- 5.9% |
$24.5K - $27.8K
|
9.66K
$435K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-615- 5.16% |
$24.8K - $28.2K
|
11.3K
$510K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-618- 5.48% |
$25K - $28.3K
|
10.7K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-655- 52.61% |
$26.5K - $30K
|
590
$26.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-708- 4.43% |
$28.6K - $32.5K
|
15.3K
$688K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-712- 3.72% |
$28.8K - $32.7K
|
18.4K
$830K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-717- 60.81% |
$29K - $32.9K
|
462
$20.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-730- 4.89% |
$29.5K - $33.5K
|
14.2K
$640K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-769- 9.97% |
$31.1K - $35.3K
|
6.94K
$313K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-777- 13.53% |
$31.4K - $35.6K
|
4.97K
$224K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-820- 42.42% |
$33.1K - $37.6K
|
1.11K
$50.2K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-820- 42.42% |
$33.1K - $37.6K
|
1.11K
$50.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-829- 6.51% |
$33.5K - $38K
|
11.9K
$537K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-839- 4.07% |
$33.9K - $38.5K
|
19.8K
$891K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-980- 99.39% |
$39.6K - $45K
|
6
$270
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-981- 10.75% |
$39.6K - $45K
|
8.14K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.1K- 6.35% |
$44.2K - $50.2K
|
16.1K
$727K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.11K- 15.0% |
$44.8K - $50.9K
|
6.29K
$283K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.16K- 11.15% |
$46.8K - $53.2K
|
9.24K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.2K- 12.92% |
$48.5K - $55K
|
8.09K
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.3K- 20.49% |
$52.3K - $59.4K
|
5.03K
$227K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.4K- 9.9% |
$56.4K - $64K
|
12.7K
$572K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.45K- 10.13% |
$58.4K - $66.3K
|
12.8K
$577K
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.5K- 6.84% |
$60.6K - $68.9K
|
20.5K
$922K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.52K- 19.77% |
$61.2K - $69.5K
|
6.15K
$277K
|