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
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.6K- 23.14% |
$64.7K - $73.5K
|
5.32K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.64K- 8.57% |
$66.2K - $75.1K
|
17.5K
$787K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.67K- 0.61% |
$67.6K - $76.8K
|
274K
$12.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 24.11% |
$68.1K - $77.4K
|
5.31K
$239K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.84K- 16.17% |
$74.1K - $84.2K
|
9.51K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.86K- 4.99% |
$75K - $85.2K
|
35.4K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 24.56% |
$81.1K - $92.1K
|
6.16K
$278K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.04K- 23.94% |
$82.5K - $93.7K
|
6.49K
$292K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.06K- 34.8% |
$83.2K - $94.5K
|
3.86K
$174K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.1K- 6.85% |
$84.7K - $96.2K
|
28.5K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.14K- 6.74% |
$86.3K - $98K
|
29.6K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.22K- 3.14% |
$89.7K - $102K
|
68.5K
$3.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.28K- 6.93% |
$91.9K - $104K
|
30.5K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.33K- 1.46% |
$94K - $107K
|
157K
$7.08M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.46K- 19.34% |
$99.3K - $113K
|
10.3K
$462K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.62K- 51.35% |
$106K - $120K
|
2.49K
$112K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.63K- 3.52% |
$106K - $121K
|
72K
$3.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.64K- 15.9% |
$106K - $121K
|
13.9K
$628K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.14K- 39.87% |
$127K - $144K
|
4.74K
$213K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.44K- 25.27% |
$139K - $158K
|
10.2K
$458K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.5K- 38.93% |
$141K - $160K
|
5.48K
$247K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-4.02K- 16.47% |
$162K - $184K
|
20.4K
$919K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.14K- 30.35% |
$167K - $190K
|
9.49K
$428K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.14K- 97.39% |
$167K - $190K
|
111
$5K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.6K- 88.2% |
$186K - $211K
|
615
$27.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.76K- 47.38% |
$192K - $218K
|
5.29K
$238K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.04K- 40.21% |
$204K - $231K
|
7.49K
$338K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.22K- 12.29% |
$211K - $239K
|
37.2K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.35K- 42.8% |
$216K - $245K
|
7.15K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.51K- 4.24% |
$223K - $253K
|
124K
$5.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.81K- 23.18% |
$235K - $267K
|
19.3K
$868K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.19K- 7.02% |
$250K - $284K
|
81.9K
$3.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.33K- 28.2% |
$256K - $290K
|
16.1K
$727K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.84KClosed |
$276K - $314K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.35K- 21.41% |
$297K - $337K
|
27K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.63K- 22.75% |
$308K - $350K
|
25.9K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-8.15K- 14.01% |
$329K - $374K
|
50.1K
$2.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.5K- 32.53% |
$384K - $436K
|
19.7K
$888K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-9.68K- 54.68% |
$391K - $444K
|
8.02K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.69K- 20.91% |
$391K - $444K
|
36.7K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10.6K- 0.72% |
$426K - $484K
|
1.45M
$65.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.6K- 8.51% |
$428K - $487K
|
114K
$5.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-12.5K- 68.87% |
$504K - $572K
|
5.64K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14K- 42.58% |
$564K - $640K
|
18.8K
$848K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-15.2K- 11.77% |
$615K - $698K
|
114K
$5.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-16.1K- 64.03% |
$652K - $740K
|
9.06K
$408K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16.8K- 53.57% |
$680K - $772K
|
14.6K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.8K- 33.06% |
$718K - $816K
|
36K
$1.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-21.4K- 99.14% |
$863K - $980K
|
185
$8.34K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.6K- 24.59% |
$1.12M - $1.27M
|
84.7K
$3.82M
|