Purchases and Sales Made in Q2 2024 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q2 2024. 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 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.08K+ 3.06% |
$49.9K - $55.3K
|
36.4K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.07K+ 8.19% |
$49.4K - $54.8K
|
14.1K
$664K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
987+ 17.33% |
$45.6K - $50.5K
|
6.68K
$314K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
987+ 3.91% |
$45.6K - $50.5K
|
26.2K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
918+ 6120.0% |
$42.4K - $47K
|
933
$43.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
911+ 8.83% |
$42.1K - $46.6K
|
11.2K
$528K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
849New |
$39.2K - $43.4K
|
849
$39.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
831+ 6.18% |
$38.4K - $42.5K
|
14.3K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
750+ 9.55% |
$34.7K - $38.4K
|
8.61K
$405K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
747+ 205.22% |
$34.5K - $38.2K
|
1.11K
$52.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
686+ 4.5% |
$31.7K - $35.1K
|
15.9K
$749K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
667+ 0.46% |
$30.8K - $34.1K
|
145K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
645+ 1.84% |
$29.8K - $33K
|
35.7K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
504+ 3.11% |
$23.3K - $25.8K
|
16.7K
$786K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
492+ 3.38% |
$22.7K - $25.2K
|
15.1K
$708K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
467+ 5.24% |
$21.6K - $23.9K
|
9.39K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
459+ 3.03% |
$21.2K - $23.5K
|
15.6K
$733K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
446+ 198.22% |
$20.6K - $22.8K
|
671
$31.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
435+ 1.61% |
$20.1K - $22.3K
|
27.4K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
312+ 5.46% |
$14.4K - $16K
|
6.03K
$283K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
303+ 97.74% |
$14K - $15.5K
|
613
$28.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
290+ 2.26% |
$13.4K - $14.8K
|
13.1K
$618K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
277+ 0.75% |
$12.8K - $14.2K
|
37.1K
$1.74M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
266+ 3.59% |
$12.3K - $13.6K
|
7.68K
$361K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
243+ 3.13% |
$11.2K - $12.4K
|
8.01K
$376K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
218+ 102.83% |
$10.1K - $11.2K
|
430
$20.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
211+ 5.63% |
$9.75K - $10.8K
|
3.96K
$186K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
181+ 0.73% |
$8.36K - $9.26K
|
25K
$1.18M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
180New |
$8.32K - $9.21K
|
180
$8.46K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
150New |
$6.93K - $7.68K
|
150
$7.05K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
146+ 0.34% |
$6.75K - $7.47K
|
43.2K
$2.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
144+ 122.03% |
$6.65K - $7.37K
|
262
$12.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
144+ 2.2% |
$6.65K - $7.37K
|
6.7K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
141+ 8.38% |
$6.52K - $7.21K
|
1.82K
$85.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
130+ 0.86% |
$6.01K - $6.65K
|
15.2K
$713K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
117New |
$5.41K - $5.99K
|
117
$5.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
109+ 1.56% |
$5.04K - $5.58K
|
7.08K
$333K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
104New |
$4.81K - $5.32K
|
104
$4.89K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
104+ 0.66% |
$4.81K - $5.32K
|
15.9K
$749K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 2.17% |
$4.81K - $5.32K
|
4.89K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 3.76% |
$4.62K - $5.12K
|
2.76K
$130K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
95+ 0.48% |
$4.39K - $4.86K
|
19.9K
$937K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
93+ 138.81% |
$4.3K - $4.76K
|
160
$7.52K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
79+ 0.32% |
$3.65K - $4.04K
|
24.5K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
63+ 25.4% |
$2.91K - $3.22K
|
311
$14.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
61+ 0.42% |
$2.82K - $3.12K
|
14.4K
$678K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
53New |
$2.45K - $2.71K
|
53
$2.49K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
51+ 0.4% |
$2.36K - $2.61K
|
12.8K
$602K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 0.66% |
$1.76K - $1.94K
|
5.83K
$274K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
34+ 0.38% |
$1.57K - $1.74K
|
9.05K
$426K
|