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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.98K- 24.83% |
$137K - $152K
|
9.01K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.23K- 17.29% |
$149K - $165K
|
15.4K
$695K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.36K- 5.33% |
$155K - $172K
|
59.7K
$2.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.63K- 37.53% |
$168K - $186K
|
6.05K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.24K- 7.89% |
$242K - $268K
|
61.2K
$2.76M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-5.41K- 12.27% |
$250K - $277K
|
38.7K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.05K- 34.51% |
$279K - $309K
|
11.5K
$517K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.07K- 58.96% |
$327K - $362K
|
4.92K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.85K- 22.67% |
$363K - $402K
|
26.8K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.07K- 4.43% |
$373K - $413K
|
174K
$7.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.11K- 10.07% |
$421K - $466K
|
81.4K
$3.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.2K- 28.8% |
$519K - $574K
|
27.7K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-14.4K- 47.21% |
$664K - $735K
|
16.1K
$724K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 0.79% |
$747K - $827K
|
2.03M
$91.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 0.79% |
$747K - $827K
|
2.03M
$91.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.1K- 63.35% |
$791K - $876K
|
9.91K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.3K- 3.55% |
$801K - $887K
|
471K
$21.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.7K- 11.94% |
$1.23M - $1.37M
|
197K
$8.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29.7K- 10.29% |
$1.37M - $1.52M
|
258K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.2K- 5.08% |
$1.44M - $1.6M
|
583K
$26.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.9K- 17.65% |
$1.52M - $1.68M
|
154K
$6.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-178K- 83.77% |
$8.21M - $9.09M
|
34.4K
$1.55M
|