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 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.43% |
$178 - $197
|
937
$44K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.13% |
$133 - $148
|
2.33K
$109K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3New |
$133 - $148
|
3
$141
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.83% |
$44.4 - $49.2
|
122
$5.74K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1- 0.01% |
$44.4 - $49.2
|
10.7K
$503K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.34% |
$44.4 - $49.2
|
294
$13.8K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-9- 0.05% |
$400 - $443
|
16.7K
$786K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 2.4% |
$489 - $541
|
447
$21K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11- 0.25% |
$489 - $541
|
4.39K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-25- 2.1% |
$1.11K - $1.23K
|
1.16K
$54.7K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-26- 6.79% |
$1.16K - $1.28K
|
357
$16.8K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-26- 0.44% |
$1.16K - $1.28K
|
5.91K
$278K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-28- 58.33% |
$1.24K - $1.38K
|
20
$940
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-31- 5.5% |
$1.38K - $1.52K
|
533
$25.1K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 0.09% |
$1.56K - $1.72K
|
39K
$1.83M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-41- 77.36% |
$1.82K - $2.02K
|
12
$564
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-56- 0.77% |
$2.49K - $2.75K
|
7.21K
$339K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-60- 0.83% |
$2.67K - $2.95K
|
7.17K
$337K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 24.64% |
$3.02K - $3.34K
|
208
$9.78K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-75- 1.65% |
$3.33K - $3.69K
|
4.48K
$211K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-84- 0.89% |
$3.73K - $4.13K
|
9.32K
$438K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-85- 0.66% |
$3.78K - $4.18K
|
12.7K
$598K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-100- 1.51% |
$4.44K - $4.92K
|
6.54K
$307K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-100- 5.56% |
$4.44K - $4.92K
|
1.7K
$79.8K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-101- 1.87% |
$4.49K - $4.97K
|
5.31K
$250K
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-103- 0.82% |
$4.58K - $5.07K
|
12.4K
$583K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-110- 6.03% |
$4.89K - $5.41K
|
1.71K
$80.6K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-125- 0.82% |
$5.56K - $6.15K
|
15K
$707K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-150- 1.14% |
$6.67K - $7.38K
|
13K
$611K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-174- 1.85% |
$7.73K - $8.56K
|
9.21K
$433K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-176- 3.07% |
$7.82K - $8.66K
|
5.56K
$262K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-179- 68.32% |
$7.95K - $8.8K
|
83
$3.9K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200- 11.43% |
$8.89K - $9.84K
|
1.55K
$72.9K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-208- 5.98% |
$9.24K - $10.2K
|
3.27K
$154K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-239- 76.85% |
$10.6K - $11.8K
|
72
$3.38K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-243- 32.71% |
$10.8K - $12K
|
500
$23.5K
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-268- 3.25% |
$11.9K - $13.2K
|
7.98K
$375K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-269- 27.53% |
$12K - $13.2K
|
708
$33.3K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-289- 3.61% |
$12.8K - $14.2K
|
7.72K
$363K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-296- 1.39% |
$13.2K - $14.6K
|
21.1K
$990K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-297- 0.69% |
$13.2K - $14.6K
|
42.9K
$2.02M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-303- 49.43% |
$13.5K - $14.9K
|
310
$14.6K
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-312- 5.18% |
$13.9K - $15.3K
|
5.72K
$269K
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-315- 4.34% |
$14K - $15.5K
|
6.95K
$327K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-316- 0.65% |
$14K - $15.5K
|
48.2K
$2.26M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-327- 2.75% |
$14.5K - $16.1K
|
11.6K
$544K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-332- 0.68% |
$14.8K - $16.3K
|
48.7K
$2.29M
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-366- 1.62% |
$16.3K - $18K
|
22.2K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-367- 2.38% |
$16.3K - $18K
|
15.1K
$708K
|