Purchases and Sales Made in Q3 2024 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.05K+ 0.22% |
$46.6K - $51.5K
|
472K
$22.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 173.31% |
$44.4K - $49.2K
|
1.58K
$74.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1KNew |
$44.4K - $49.2K
|
1K
$47K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
934+ 13.5% |
$41.5K - $45.9K
|
7.86K
$369K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
822+ 16.7% |
$36.5K - $40.4K
|
5.74K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
763+ 29.32% |
$33.9K - $37.5K
|
3.37K
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
752+ 2.03% |
$33.4K - $37K
|
37.9K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
728+ 2.43% |
$32.4K - $35.8K
|
30.7K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
661+ 4.68% |
$29.4K - $32.5K
|
14.8K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
644+ 2.57% |
$28.6K - $31.7K
|
25.7K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
639+ 345.41% |
$28.4K - $31.4K
|
824
$38.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
486+ 0.81% |
$21.6K - $23.9K
|
60.2K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
460+ 1.27% |
$20.4K - $22.6K
|
36.8K
$1.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
456New |
$20.3K - $22.4K
|
456
$21.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
414+ 5.0% |
$18.4K - $20.4K
|
8.69K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
412+ 15.51% |
$18.3K - $20.3K
|
3.07K
$144K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
373+ 5.08% |
$16.6K - $18.3K
|
7.71K
$362K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
353+ 7.39% |
$15.7K - $17.4K
|
5.13K
$241K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
353New |
$15.7K - $17.4K
|
353
$16.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
266+ 0.74% |
$11.8K - $13.1K
|
36.2K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
242New |
$10.8K - $11.9K
|
242
$11.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
221+ 3.37% |
$9.82K - $10.9K
|
6.78K
$319K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
221+ 1.39% |
$9.82K - $10.9K
|
16.2K
$760K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
168+ 2.78% |
$7.47K - $8.26K
|
6.22K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
162+ 2.39% |
$7.2K - $7.97K
|
6.94K
$326K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
154+ 181.18% |
$6.84K - $7.57K
|
239
$11.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
146+ 180.25% |
$6.49K - $7.18K
|
227
$10.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
135+ 84.38% |
$6K - $6.64K
|
295
$13.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
130New |
$5.78K - $6.39K
|
130
$6.11K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 1.72% |
$5.42K - $6K
|
7.2K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
118New |
$5.24K - $5.8K
|
118
$5.55K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
118+ 1.3% |
$5.24K - $5.8K
|
9.17K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
116+ 14.8% |
$5.16K - $5.7K
|
900
$42.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
87+ 2.03% |
$3.87K - $4.28K
|
4.37K
$205K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
68+ 0.34% |
$3.02K - $3.34K
|
20K
$940K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
54+ 2.32% |
$2.4K - $2.66K
|
2.38K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.15% |
$2.09K - $2.31K
|
32.3K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
40+ 0.26% |
$1.78K - $1.97K
|
15.6K
$735K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 14.29% |
$1.38K - $1.52K
|
248
$11.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27+ 0.36% |
$1.2K - $1.33K
|
7.62K
$358K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
26+ 0.64% |
$1.16K - $1.28K
|
4.06K
$191K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24+ 0.41% |
$1.07K - $1.18K
|
5.86K
$275K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20+ 0.07% |
$889 - $984
|
27.8K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19New |
$844 - $934
|
19
$893
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.77% |
$489 - $541
|
1.45K
$68K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9+ 0.06% |
$400 - $443
|
15.6K
$735K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.63% |
$311 - $344
|
1.12K
$52.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$311 - $344
|
7.84K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.73% |
$267 - $295
|
829
$39K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.01% |
$178 - $197
|
39.4K
$1.85M
|