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
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-248- 8.54% |
$11.5K - $12.7K
|
2.66K
$120K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-272- 18.63% |
$12.6K - $13.9K
|
1.19K
$53.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-299- 0.62% |
$13.8K - $15.3K
|
48.3K
$2.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-320- 4.37% |
$14.8K - $16.4K
|
7.01K
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-342- 3.71% |
$15.8K - $17.5K
|
8.87K
$399K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-354- 19.79% |
$16.4K - $18.1K
|
1.44K
$64.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-369- 9.59% |
$17.1K - $18.9K
|
3.48K
$157K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-395- 8.47% |
$18.3K - $20.2K
|
4.27K
$192K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-412- 4.9% |
$19K - $21.1K
|
7.99K
$360K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-422- 4.87% |
$19.5K - $21.6K
|
8.25K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-430- 82.69% |
$19.9K - $22K
|
90
$4.06K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-499- 8.04% |
$23.1K - $25.5K
|
5.71K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-504- 4.7% |
$23.3K - $25.8K
|
10.2K
$461K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-522- 8.09% |
$24.1K - $26.7K
|
5.93K
$267K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-523- 60.96% |
$24.2K - $26.8K
|
335
$15.1K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-597- 7.52% |
$27.6K - $30.5K
|
7.34K
$331K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-620- 8.39% |
$28.7K - $31.7K
|
6.77K
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-682- 8.24% |
$31.5K - $34.9K
|
7.59K
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-690- 41.39% |
$31.9K - $35.3K
|
977
$44K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-707- 8.94% |
$32.7K - $36.2K
|
7.2K
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-791- 2.81% |
$36.6K - $40.5K
|
27.4K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-807- 2.87% |
$37.3K - $41.3K
|
27.3K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-852- 79.7% |
$39.4K - $43.6K
|
217
$9.78K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-954- 7.42% |
$44.1K - $48.8K
|
11.9K
$536K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-972- 2.91% |
$44.9K - $49.7K
|
32.5K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1K- 11.95% |
$46.3K - $51.3K
|
7.39K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.04K- 20.31% |
$48.2K - $53.4K
|
4.09K
$184K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.07K- 1.81% |
$49.3K - $54.6K
|
58K
$2.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.13K- 13.47% |
$52.2K - $57.8K
|
7.26K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.21K- 3.56% |
$56.1K - $62.1K
|
32.9K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.23K- 9.03% |
$56.6K - $62.7K
|
12.3K
$556K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.25K- 5.23% |
$57.5K - $63.7K
|
22.6K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 30.83% |
$57.8K - $64K
|
2.81K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.26K- 22.99% |
$58.3K - $64.6K
|
4.23K
$191K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.3K- 2.08% |
$60.2K - $66.7K
|
61.4K
$2.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 5.84% |
$61.2K - $67.7K
|
21.4K
$962K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.39K- 12.41% |
$64.3K - $71.2K
|
9.83K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.61K- 2.83% |
$74.4K - $82.4K
|
55.3K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.64K- 3.91% |
$75.7K - $83.8K
|
40.3K
$1.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.65K- 4.38% |
$76K - $84.2K
|
35.9K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 22.34% |
$76.3K - $84.5K
|
5.74K
$259K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.75K- 2.08% |
$80.6K - $89.3K
|
82.1K
$3.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.75K- 3.08% |
$80.7K - $89.3K
|
55K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.92K- 21.9% |
$88.5K - $98K
|
6.83K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.01K- 0.14% |
$92.7K - $103K
|
1.46M
$65.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.54K- 3.8% |
$117K - $130K
|
64.1K
$2.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.57K- 1.05% |
$119K - $132K
|
242K
$10.9M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.58K- 16.22% |
$119K - $132K
|
13.3K
$600K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.59K- 24.16% |
$120K - $133K
|
8.13K
$366K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.94K- 1.71% |
$136K - $150K
|
169K
$7.6M
|