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 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.33K- 13.5% |
$98.9K - $112K
|
14.9K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.43K- 5.21% |
$103K - $117K
|
44.1K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.71K- 5.4% |
$115K - $131K
|
47.4K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3K- 29.89% |
$127K - $145K
|
7.03K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.01K- 65.79% |
$128K - $145K
|
1.56K
$70.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.37K- 17.52% |
$143K - $163K
|
15.9K
$714K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.45K- 54.96% |
$147K - $167K
|
2.83K
$128K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.72K- 23.66% |
$158K - $180K
|
12K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.87K- 15.66% |
$165K - $187K
|
20.9K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.06K- 2.33% |
$173K - $196K
|
170K
$7.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.76K- 6.56% |
$203K - $230K
|
67.8K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.96K- 24.23% |
$211K - $239K
|
15.5K
$698K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.05K- 3.48% |
$215K - $244K
|
140K
$6.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.71K- 11.22% |
$243K - $276K
|
45.1K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.55K- 9.86% |
$279K - $316K
|
59.8K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.77K- 3.98% |
$288K - $327K
|
163K
$7.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.31K- 1.5% |
$311K - $353K
|
478K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.93K- 8.67% |
$338K - $383K
|
83.6K
$3.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.1K- 64.07% |
$515K - $585K
|
6.79K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13K- 47.51% |
$554K - $629K
|
14.4K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.4K- 25.48% |
$570K - $647K
|
39.2K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.4K- 3.45% |
$612K - $694K
|
403K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.1K- 71.88% |
$985K - $1.12M
|
9.05K
$408K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-26.6K- 35.85% |
$1.13M - $1.29M
|
47.7K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.8K- 2.87% |
$1.18M - $1.34M
|
940K
$42.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.6K- 12.96% |
$1.43M - $1.62M
|
226K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-38.1K- 91.65% |
$1.62M - $1.84M
|
3.47K
$156K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-38.5K- 5.89% |
$1.64M - $1.86M
|
616K
$27.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-60.9K- 75.31% |
$2.59M - $2.94M
|
19.9K
$899K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-61K- 57.87% |
$2.6M - $2.95M
|
44.4K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.6K- 47.49% |
$2.66M - $3.02M
|
69.2K
$3.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-63.7K- 43.48% |
$2.71M - $3.08M
|
82.8K
$3.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-77.9K- 40.31% |
$3.32M - $3.76M
|
115K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-98.7K- 15.82% |
$4.2M - $4.76M
|
525K
$23.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-145K- 38.88% |
$6.17M - $7M
|
228K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159K- 6.91% |
$6.77M - $7.68M
|
2.14M
$96.6M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-266K- 97.73% |
$11.3M - $12.8M
|
6.16K
$278K
|