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 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-31.4K- 70.82% |
$1.27M - $1.44M
|
12.9K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.1K- 42.59% |
$1.34M - $1.52M
|
44.6K
$2.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-35K- 56.37% |
$1.41M - $1.61M
|
27.1K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.8K- 7.89% |
$1.57M - $1.78M
|
453K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.8K- 9.05% |
$2.26M - $2.56M
|
561K
$25.3M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.8K- 9.05% |
$2.26M - $2.56M
|
561K
$25.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-56.3K- 90.47% |
$2.27M - $2.58M
|
5.93K
$267K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-58.3K- 30.28% |
$2.35M - $2.67M
|
134K
$6.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-60.1K- 78.1% |
$2.43M - $2.76M
|
16.9K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62.3K- 77.15% |
$2.51M - $2.86M
|
18.4K
$831K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-63.6K- 37.56% |
$2.57M - $2.92M
|
106K
$4.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-82.7K- 21.49% |
$3.34M - $3.79M
|
302K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-85.5K- 59.71% |
$3.45M - $3.92M
|
57.7K
$2.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88.6K- 80.08% |
$3.58M - $4.06M
|
22K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-92.7K- 69.41% |
$3.75M - $4.25M
|
40.9K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-103K- 39.85% |
$4.16M - $4.72M
|
155K
$7M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-119K- 57.19% |
$4.8M - $5.45M
|
88.9K
$4.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146K- 34.71% |
$5.92M - $6.72M
|
276K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-156K- 21.3% |
$6.29M - $7.14M
|
575K
$25.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-165K- 97.23% |
$6.64M - $7.55M
|
4.69K
$211K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-169K- 42.42% |
$6.83M - $7.75M
|
229K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-178K- 84.86% |
$7.2M - $8.17M
|
31.8K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-192K- 70.84% |
$7.76M - $8.81M
|
79.1K
$3.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-218K- 17.92% |
$8.8M - $10M
|
998K
$45M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-223K- 73.73% |
$8.99M - $10.2M
|
79.3K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-250K- 56.47% |
$10.1M - $11.5M
|
192K
$8.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-389K- 95.28% |
$15.7M - $17.8M
|
19.3K
$869K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-462K- 24.88% |
$18.7M - $21.2M
|
1.4M
$62.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-517K- 43.3% |
$20.9M - $23.7M
|
677K
$30.5M
|