Purchases and Sales Made in Q4 2023 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
400K+ 359.57% |
$17M - $19.3M
|
511K
$22.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
264K+ 3280.86% |
$11.2M - $12.7M
|
272K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
253KNew |
$10.7M - $12.2M
|
253K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
179K+ 547.0% |
$7.63M - $8.65M
|
212K
$9.42M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 5.62% |
$4.85M - $5.5M
|
2.14M
$95.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
92.8K+ 3414.05% |
$3.95M - $4.48M
|
95.5K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
70.6KNew |
$3M - $3.41M
|
70.6K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54K+ 241.28% |
$2.3M - $2.61M
|
76.4K
$3.39M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
50.6KNew |
$2.15M - $2.44M
|
50.6K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
44.9KNew |
$1.91M - $2.17M
|
44.9K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32KNew |
$1.36M - $1.54M
|
32K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
29K+ 189.73% |
$1.23M - $1.4M
|
44.3K
$1.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
28.4K+ 109.21% |
$1.21M - $1.37M
|
54.4K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.7KNew |
$1.18M - $1.34M
|
27.7K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.6K+ 466.97% |
$1.13M - $1.28M
|
32.3K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
22.9KNew |
$973K - $1.1M
|
22.9K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
22.6KNew |
$961K - $1.09M
|
22.6K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
22.5KNew |
$959K - $1.09M
|
22.5K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.3K+ 495.57% |
$905K - $1.03M
|
25.6K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.5K+ 1.47% |
$873K - $991K
|
1.42M
$62.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
17.6K+ 89.43% |
$747K - $848K
|
37.2K
$1.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
17.4KNew |
$739K - $838K
|
17.4K
$771K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
15.1KNew |
$641K - $727K
|
15.1K
$669K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1KNew |
$600K - $681K
|
14.1K
$626K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1KNew |
$599K - $679K
|
14.1K
$625K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
13.3KNew |
$565K - $641K
|
13.3K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 64.94% |
$504K - $572K
|
30.1K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.4K+ 0.79% |
$483K - $548K
|
1.46M
$64.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.8KNew |
$458K - $520K
|
10.8K
$478K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
10.1KNew |
$430K - $487K
|
10.1K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.58KNew |
$407K - $462K
|
9.58K
$425K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
9.38K+ 7.81% |
$399K - $453K
|
129K
$5.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.35KNew |
$398K - $451K
|
9.35K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.09KNew |
$387K - $439K
|
9.09K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.01KNew |
$383K - $435K
|
9.01K
$400K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.54KNew |
$363K - $412K
|
8.54K
$379K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.52KNew |
$362K - $411K
|
8.52K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
8.36KNew |
$356K - $404K
|
8.36K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.72K+ 48.15% |
$328K - $372K
|
23.7K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.63K+ 81.34% |
$324K - $368K
|
17K
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.47KNew |
$318K - $361K
|
7.47K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.75K+ 21.93% |
$287K - $326K
|
37.5K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.49K+ 129.13% |
$276K - $313K
|
11.5K
$511K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.45KNew |
$275K - $312K
|
6.45K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.42KNew |
$273K - $310K
|
6.42K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.89KNew |
$251K - $284K
|
5.89K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.51K+ 120.62% |
$234K - $266K
|
10.1K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.47K+ 2.72% |
$233K - $264K
|
206K
$9.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.37KNew |
$228K - $259K
|
5.37K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.26KNew |
$224K - $254K
|
5.26K
$234K
|