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 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
113+ 0.72% |
$4.81K - $5.46K
|
15.9K
$717K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
87New |
$3.7K - $4.2K
|
87
$3.92K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
86New |
$3.66K - $4.15K
|
86
$3.88K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
60+ 20.34% |
$2.55K - $2.9K
|
355
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56+ 14.55% |
$2.38K - $2.7K
|
441
$19.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 0.73% |
$2.17K - $2.46K
|
7K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50New |
$2.13K - $2.41K
|
50
$2.25K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45New |
$1.91K - $2.17K
|
45
$2.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42+ 0.4% |
$1.79K - $2.03K
|
10.6K
$477K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.12% |
$1.66K - $1.88K
|
33.1K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38New |
$1.62K - $1.83K
|
38
$1.71K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
32New |
$1.36K - $1.54K
|
32
$1.44K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
30+ 1.53% |
$1.28K - $1.45K
|
1.99K
$89.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
29+ 0.54% |
$1.23K - $1.4K
|
5.37K
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
28+ 0.44% |
$1.19K - $1.35K
|
6.38K
$288K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 2.57% |
$1.19K - $1.35K
|
1.12K
$50.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.42% |
$510 - $579
|
2.86K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 1.5% |
$510 - $579
|
814
$36.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.07% |
$468 - $531
|
15K
$676K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 1.73% |
$128 - $145
|
176
$7.93K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3New |
$128 - $145
|
3
$135
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3+ 1.18% |
$128 - $145
|
257
$11.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 1.69% |
$85.1 - $96.6
|
120
$5.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 1.82% |
$42.5 - $48.3
|
56
$2.52K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6- 0.07% |
$255 - $290
|
8.04K
$362K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-7- 0.15% |
$298 - $338
|
4.57K
$206K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19- 0.46% |
$808 - $917
|
4.08K
$184K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-23- 0.85% |
$978 - $1.11K
|
2.7K
$122K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-38- 0.45% |
$1.62K - $1.83K
|
8.49K
$382K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 7.5% |
$2.55K - $2.9K
|
740
$33.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-63- 1.23% |
$2.68K - $3.04K
|
5.06K
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-63- 16.24% |
$2.68K - $3.04K
|
325
$14.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-78- 0.31% |
$3.32K - $3.77K
|
24.7K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-100- 1.24% |
$4.25K - $4.83K
|
7.99K
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-109- 2.21% |
$4.64K - $5.26K
|
4.82K
$217K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-114- 10.39% |
$4.85K - $5.5K
|
983
$44.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-118- 17.93% |
$5.02K - $5.7K
|
540
$24.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-120- 1.55% |
$5.1K - $5.79K
|
7.62K
$343K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 1.05% |
$5.53K - $6.28K
|
12.2K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-161- 98.77% |
$6.85K - $7.77K
|
2
$90.1
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-166- 0.59% |
$7.06K - $8.01K
|
28.1K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-173- 1.14% |
$7.36K - $8.35K
|
15K
$678K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-198- 2.71% |
$8.42K - $9.56K
|
7.12K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-199- 12.37% |
$8.47K - $9.61K
|
1.41K
$63.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-219- 8.7% |
$9.32K - $10.6K
|
2.3K
$104K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-240- 5.93% |
$10.2K - $11.6K
|
3.81K
$172K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-253- 1.27% |
$10.8K - $12.2K
|
19.7K
$890K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-275- 3.62% |
$11.7K - $13.3K
|
7.31K
$329K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-311- 36.0% |
$13.2K - $15K
|
553
$24.9K
|