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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.23K+ 78.94% |
$222K - $252K
|
11.9K
$534K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.21K+ 56.91% |
$221K - $251K
|
14.4K
$647K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.14KNew |
$219K - $248K
|
5.14K
$232K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.67K+ 48.91% |
$199K - $226K
|
14.2K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.95K+ 49.99% |
$168K - $190K
|
11.8K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.54K+ 35.95% |
$150K - $171K
|
13.4K
$603K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.88K+ 11528.0% |
$123K - $139K
|
2.91K
$131K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.3K+ 2.12% |
$98K - $111K
|
111K
$5.01M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2.04KNew |
$86.6K - $98.3K
|
2.04K
$91.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.91K+ 99.95% |
$81.3K - $92.3K
|
3.83K
$172K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.78K+ 29.07% |
$75.6K - $85.8K
|
7.9K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.78KNew |
$75.6K - $85.8K
|
1.78K
$80.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.74KNew |
$74.2K - $84.2K
|
1.74K
$78.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.48KNew |
$62.7K - $71.2K
|
1.48K
$66.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.41K+ 43.85% |
$60.1K - $68.2K
|
4.63K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.32KNew |
$56.2K - $63.8K
|
1.32K
$59.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.2KNew |
$50.8K - $57.7K
|
1.2K
$53.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.14K+ 4.57% |
$48.5K - $55.1K
|
26.1K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$48.5K - $55K
|
1.14K
$51.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
940+ 15.06% |
$40K - $45.4K
|
7.18K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
937+ 19.94% |
$39.9K - $45.2K
|
5.64K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
843+ 132.13% |
$35.9K - $40.7K
|
1.48K
$66.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
841+ 84100.0% |
$35.8K - $40.6K
|
842
$37.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
801+ 0.59% |
$34.1K - $38.7K
|
136K
$6.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
650+ 9.55% |
$27.7K - $31.4K
|
7.45K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
617+ 5.56% |
$26.2K - $29.8K
|
11.7K
$528K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
604+ 2.25% |
$25.7K - $29.2K
|
27.5K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
596+ 187.42% |
$25.4K - $28.8K
|
914
$41.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
518New |
$22K - $25K
|
518
$23.3K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
493+ 135.07% |
$21K - $23.8K
|
858
$38.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
486+ 93.46% |
$20.7K - $23.5K
|
1.01K
$45.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
481+ 2.58% |
$20.5K - $23.2K
|
19.1K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
412+ 1.13% |
$17.5K - $19.9K
|
37K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
395+ 1.03% |
$16.8K - $19.1K
|
38.7K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
360+ 0.25% |
$15.3K - $17.4K
|
147K
$6.63M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
295New |
$12.5K - $14.2K
|
295
$13.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
265New |
$11.3K - $12.8K
|
265
$11.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
243+ 7.48% |
$10.3K - $11.7K
|
3.49K
$157K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
224New |
$9.53K - $10.8K
|
224
$10.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
211New |
$8.98K - $10.2K
|
211
$9.51K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
208New |
$8.85K - $10K
|
208
$9.37K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
195+ 2.34% |
$8.3K - $9.41K
|
8.53K
$384K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
190New |
$8.08K - $9.17K
|
190
$8.56K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
174+ 2.73% |
$7.4K - $8.4K
|
6.56K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
162+ 1.17% |
$6.89K - $7.82K
|
14K
$631K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
140+ 8.54% |
$5.96K - $6.76K
|
1.78K
$80.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
135+ 1.88% |
$5.74K - $6.52K
|
7.32K
$330K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
132+ 1.65% |
$5.62K - $6.37K
|
8.12K
$366K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
132+ 1.65% |
$5.62K - $6.37K
|
8.12K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
118New |
$5.02K - $5.7K
|
118
$5.32K
|