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 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-315- 21.49% |
$13.4K - $15.2K
|
1.15K
$51.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-320- 3.35% |
$13.6K - $15.4K
|
9.24K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-336- 4.58% |
$14.3K - $16.2K
|
6.99K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-400- 1.26% |
$17K - $19.3K
|
31.2K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-423- 2.79% |
$18K - $20.4K
|
14.7K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-427- 36.03% |
$18.2K - $20.6K
|
758
$34.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-436- 4.49% |
$18.5K - $21.1K
|
9.28K
$418K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-500- 4.01% |
$21.3K - $24.1K
|
12K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-522- 1.43% |
$22.2K - $25.2K
|
36K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-525- 7.07% |
$22.3K - $25.3K
|
6.9K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-533- 4.05% |
$22.7K - $25.7K
|
12.6K
$569K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-550- 8.07% |
$23.4K - $26.6K
|
6.27K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-551- 72.21% |
$23.4K - $26.6K
|
212
$9.55K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-631- 5.87% |
$26.8K - $30.5K
|
10.1K
$456K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-636- 6.15% |
$27.1K - $30.7K
|
9.7K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-707- 2.14% |
$30.1K - $34.1K
|
32.4K
$1.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-717- 13.56% |
$30.5K - $34.6K
|
4.57K
$206K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-761- 7.45% |
$32.4K - $36.7K
|
9.46K
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-775- 7.7% |
$33K - $37.4K
|
9.3K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-846- 15.71% |
$36K - $40.8K
|
4.54K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-847- 8.36% |
$36K - $40.9K
|
9.29K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-931- 2.13% |
$39.6K - $44.9K
|
42.7K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.02K- 6.64% |
$43.2K - $49K
|
14.3K
$643K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04K- 20.63% |
$44.1K - $50.1K
|
3.99K
$180K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.04K- 8.29% |
$44.2K - $50.2K
|
11.5K
$519K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.05K- 20.7% |
$44.5K - $50.5K
|
4.01K
$181K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.11K- 4.61% |
$47.1K - $53.4K
|
22.9K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.13K- 6.38% |
$47.9K - $54.4K
|
16.5K
$745K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 2.69% |
$50.7K - $57.5K
|
43K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.2K- 14.67% |
$51K - $57.9K
|
6.97K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.26K- 1.93% |
$53.7K - $60.9K
|
64K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.3K- 6.65% |
$55.1K - $62.6K
|
18.2K
$820K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.32K- 20.28% |
$56.2K - $63.7K
|
5.19K
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.33K- 12.29% |
$56.5K - $64.2K
|
9.49K
$428K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.34K- 6.11% |
$56.8K - $64.5K
|
20.5K
$925K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.36K- 8.58% |
$58K - $65.8K
|
14.5K
$655K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.37K- 5.13% |
$58.1K - $65.9K
|
25.2K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.37K- 4.12% |
$58.3K - $66.1K
|
31.9K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.4K- 12.12% |
$59.6K - $67.6K
|
10.2K
$458K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.4K- 56.66% |
$59.7K - $67.8K
|
1.07K
$48.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.47K- 6.13% |
$62.5K - $71K
|
22.5K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-1.55K- 10.04% |
$65.8K - $74.7K
|
13.9K
$625K
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.67K- 3.45% |
$70.9K - $80.5K
|
46.7K
$2.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.71K- 38.36% |
$72.8K - $82.7K
|
2.75K
$124K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-1.77K- 3.16% |
$75.5K - $85.6K
|
54.4K
$2.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.78K- 18.7% |
$75.6K - $85.8K
|
7.72K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.95K- 2.18% |
$82.9K - $94.1K
|
87.3K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.99K- 16.04% |
$84.7K - $96.1K
|
10.4K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.22K- 15.79% |
$94.4K - $107K
|
11.8K
$533K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.24K- 8.52% |
$95.3K - $108K
|
24K
$1.08M
|