Purchases and Sales Made in Q3 2023 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1.29K+ 2.34% |
$53.7K - $63K
|
56.1K
$2.64M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.17KNew |
$48.9K - $57.3K
|
1.17K
$55K
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.17K+ 3.14% |
$48.7K - $57.1K
|
38.3K
$1.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1K+ 1.53% |
$45.8K - $53.7K
|
72.6K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
977+ 7.91% |
$40.8K - $47.8K
|
13.3K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
976+ 3.07% |
$40.8K - $47.8K
|
32.8K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
950+ 6.69% |
$39.7K - $46.5K
|
15.2K
$712K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
771+ 8.29% |
$32.2K - $37.8K
|
10.1K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
567+ 1.57% |
$23.7K - $27.8K
|
36.6K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
489+ 6.63% |
$20.4K - $23.9K
|
7.86K
$370K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
477+ 2.22% |
$19.9K - $23.4K
|
21.9K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$16.7K - $19.6K
|
400
$18.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
365+ 2.17% |
$15.2K - $17.9K
|
17.2K
$810K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
349+ 0.39% |
$14.6K - $17.1K
|
89.3K
$4.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
345+ 5.04% |
$14.4K - $16.9K
|
7.19K
$338K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
332+ 4.58% |
$13.9K - $16.3K
|
7.59K
$357K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
259+ 5.15% |
$10.8K - $12.7K
|
5.29K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
254New |
$10.6K - $12.4K
|
254
$11.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200New |
$8.35K - $9.79K
|
200
$9.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
152New |
$6.35K - $7.44K
|
152
$7.15K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
151+ 7.93% |
$6.31K - $7.39K
|
2.05K
$96.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
113+ 2.87% |
$4.72K - $5.53K
|
4.05K
$190K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
106New |
$4.43K - $5.19K
|
106
$4.98K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$4.18K - $4.9K
|
100
$4.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
55New |
$2.3K - $2.69K
|
55
$2.59K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
53+ 0.55% |
$2.21K - $2.6K
|
9.71K
$457K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
21+ 87.5% |
$877 - $1.03K
|
45
$2.12K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21+ 0.32% |
$877 - $1.03K
|
6.51K
$306K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
13New |
$543 - $637
|
13
$611
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$209 - $245
|
5
$235
|
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2- -0.0% |
$83.5 - $97.9
|
42.6K
$2M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 0.32% |
$334 - $392
|
2.48K
$116K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12- 7.41% |
$501 - $588
|
150
$7.05K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13- 6.19% |
$543 - $637
|
197
$9.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.29% |
$626 - $735
|
5.12K
$241K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15Closed |
$626 - $735
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-32- 9.79% |
$1.34K - $1.57K
|
295
$13.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-37- 0.4% |
$1.55K - $1.81K
|
9.13K
$429K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-40- 0.25% |
$1.67K - $1.96K
|
15.8K
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-43- 19.91% |
$1.8K - $2.11K
|
173
$8.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-45- 0.73% |
$1.88K - $2.2K
|
6.1K
$287K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-48- 8.45% |
$2K - $2.35K
|
520
$24.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-53- 0.28% |
$2.21K - $2.6K
|
19.2K
$903K
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-72- 1.05% |
$3.01K - $3.53K
|
6.82K
$320K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-74- 16.02% |
$3.09K - $3.62K
|
388
$18.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 0.37% |
$4.18K - $4.9K
|
26.9K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-102- 9.05% |
$4.26K - $4.99K
|
1.03K
$48.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-110- 26.44% |
$4.59K - $5.39K
|
306
$14.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-119- 0.74% |
$4.97K - $5.83K
|
16K
$753K
|