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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-379- 3.86% |
$16.8K - $18.6K
|
9.45K
$457K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-406- 4.58% |
$18K - $20K
|
8.46K
$410K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-439- 1.73% |
$19.5K - $21.6K
|
25K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-455- 67.81% |
$20.2K - $22.4K
|
216
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-466- 15.18% |
$20.7K - $22.9K
|
2.6K
$126K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-493- 0.85% |
$21.9K - $24.2K
|
57.5K
$2.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-498- 79.43% |
$22.1K - $24.5K
|
129
$6.24K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-499- 4.56% |
$22.2K - $24.5K
|
10.4K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-558- 6.98% |
$24.8K - $27.4K
|
7.43K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-569- 1.16% |
$25.3K - $28K
|
48.6K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-572- 7.04% |
$25.4K - $28.1K
|
7.56K
$366K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-591- 8.83% |
$26.3K - $29.1K
|
6.1K
$295K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-632- 4.47% |
$28.1K - $31.1K
|
13.5K
$654K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-650- 4.51% |
$28.9K - $32K
|
13.8K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-752- 11.74% |
$33.4K - $37K
|
5.65K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-867- 2.43% |
$38.5K - $42.6K
|
34.8K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.09K- 9.06% |
$48.4K - $53.5K
|
10.9K
$529K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.28K- 31.16% |
$56.7K - $62.7K
|
2.82K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.3K- 19.03% |
$57.8K - $63.9K
|
5.53K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.31K- 2.14% |
$58.4K - $64.6K
|
60.1K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.44K- 0.85% |
$64.1K - $70.9K
|
167K
$8.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.51K- 2.74% |
$67K - $74.2K
|
53.4K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.77K- 31.03% |
$78.7K - $87.1K
|
3.94K
$191K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.86K- 47.05% |
$82.8K - $91.7K
|
2.1K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.89K- 7.0% |
$83.8K - $92.7K
|
25K
$1.21M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.01K- 15.06% |
$89.1K - $98.6K
|
11.3K
$547K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.3K- 8.43% |
$102K - $113K
|
25K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.4K- 26.69% |
$107K - $118K
|
6.6K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.51K- 27.88% |
$111K - $123K
|
6.48K
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.74K- 1.9% |
$122K - $135K
|
142K
$6.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.83K- 8.62% |
$126K - $139K
|
30K
$1.45M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-3.11K- 8.04% |
$138K - $153K
|
35.6K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.17K- 38.85% |
$141K - $156K
|
5K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.21K- 5.24% |
$143K - $158K
|
58K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 43.46% |
$149K - $165K
|
4.35K
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.99K- 14.53% |
$177K - $196K
|
23.5K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.34K- 9.31% |
$193K - $213K
|
42.2K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.34K- 19.5% |
$237K - $262K
|
22K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.8K- 3.31% |
$258K - $285K
|
169K
$8.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.87K- 3.38% |
$261K - $289K
|
168K
$8.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.76K- 8.3% |
$300K - $332K
|
74.6K
$3.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.98K- 30.57% |
$310K - $343K
|
15.8K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.46K- 15.45% |
$332K - $367K
|
40.8K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.59K- 3.13% |
$337K - $373K
|
235K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.1K- 24.56% |
$405K - $448K
|
28K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.61K- 11.7% |
$427K - $473K
|
72.5K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.66K- 1.56% |
$429K - $475K
|
610K
$29.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-11.7K- 43.77% |
$519K - $574K
|
15K
$726K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 8.5% |
$580K - $642K
|
141K
$6.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-13.2K- 12.38% |
$587K - $650K
|
93.4K
$4.52M
|