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 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
29+ 0.64% |
$1.34K - $1.48K
|
4.54K
$213K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
27+ 128.57% |
$1.25K - $1.38K
|
48
$2.26K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25+ 44.64% |
$1.16K - $1.28K
|
81
$3.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24+ 0.35% |
$1.11K - $1.23K
|
6.92K
$325K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
23+ 0.57% |
$1.06K - $1.18K
|
4.03K
$190K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17+ 0.22% |
$786 - $870
|
7.83K
$368K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.33% |
$647 - $716
|
4.22K
$198K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
13+ 0.2% |
$601 - $665
|
6.41K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
8+ 0.12% |
$370 - $409
|
6.56K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.06% |
$323 - $358
|
12K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.17% |
$231 - $256
|
2.87K
$135K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.61% |
$231 - $256
|
823
$38.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.01% |
$185 - $205
|
39.4K
$1.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.13% |
$139 - $154
|
2.32K
$109K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1+ 0.01% |
$46.2 - $51.2
|
8.99K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.57% |
$46.2 - $51.2
|
175
$8.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 33.33% |
$46.2 - $51.2
|
4
$188
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6- 0.13% |
$277 - $307
|
4.66K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7- 0.15% |
$323 - $358
|
4.55K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$416 - $461
|
32.2K
$1.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-20- 0.47% |
$924 - $1.02K
|
4.28K
$201K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-25- 54.35% |
$1.16K - $1.28K
|
21
$987
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-32- 0.13% |
$1.48K - $1.64K
|
25.4K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-39- 0.65% |
$1.8K - $2K
|
5.94K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-40- 6.62% |
$1.85K - $2.05K
|
564
$26.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40- 6.5% |
$1.85K - $2.05K
|
575
$27K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48- 0.16% |
$2.22K - $2.46K
|
30K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-52- 0.09% |
$2.4K - $2.66K
|
60K
$2.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-70- 39.33% |
$3.23K - $3.58K
|
108
$5.08K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-75- 11.5% |
$3.47K - $3.84K
|
577
$27.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-90- 12.55% |
$4.16K - $4.61K
|
627
$29.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-95- 15.32% |
$4.39K - $4.86K
|
525
$24.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-103- 27.18% |
$4.76K - $5.27K
|
276
$13K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-109- 1.98% |
$5.04K - $5.58K
|
5.41K
$254K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-123- 51.68% |
$5.68K - $6.29K
|
115
$5.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-125- 1.56% |
$5.78K - $6.4K
|
7.87K
$370K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-128- 0.81% |
$5.91K - $6.55K
|
15.6K
$735K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-150- 0.34% |
$6.93K - $7.68K
|
44K
$2.07M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-163- 5.9% |
$7.53K - $8.34K
|
2.6K
$122K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-170- 2.3% |
$7.86K - $8.7K
|
7.23K
$340K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-170- 2.3% |
$7.86K - $8.7K
|
7.23K
$340K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-172- 27.3% |
$7.95K - $8.8K
|
458
$21.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-173- 5.35% |
$7.99K - $8.85K
|
3.06K
$144K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-187- 1.31% |
$8.64K - $9.57K
|
14.1K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-205- 4.45% |
$9.47K - $10.5K
|
4.41K
$207K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-225- 17.51% |
$10.4K - $11.5K
|
1.06K
$49.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-230- 8.41% |
$10.6K - $11.8K
|
2.51K
$118K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-239- 3.01% |
$11K - $12.2K
|
7.7K
$362K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-244- 11.95% |
$11.3K - $12.5K
|
1.8K
$84.5K
|