Purchases and Sales Made in Q4 2024 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q4 2024. 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, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
306K+ 50.17% |
$13.4M - $15.7M
|
916K
$43.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
224KNew |
$9.84M - $11.5M
|
224K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 53.35% |
$9.82M - $11.5M
|
642K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
186K+ 348.22% |
$8.19M - $9.58M
|
240K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
181K+ 66.29% |
$7.96M - $9.31M
|
455K
$21.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
54.5KNew |
$2.39M - $2.8M
|
54.5K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
43.1KNew |
$1.89M - $2.21M
|
43.1K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
37.5KNew |
$1.65M - $1.93M
|
37.5K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
34.7KNew |
$1.52M - $1.78M
|
34.7K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.9K+ 3.13% |
$1.4M - $1.64M
|
1.05M
$49.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
31.8K+ 2.23% |
$1.4M - $1.63M
|
1.45M
$69M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
27.5K+ 71.05% |
$1.21M - $1.41M
|
66.2K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
27.1K+ 179.59% |
$1.19M - $1.39M
|
42.1K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.3K+ 81.53% |
$1.07M - $1.25M
|
54.1K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.7K+ 127.64% |
$1.04M - $1.22M
|
42.2K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.8KNew |
$738K - $863K
|
16.8K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.4KNew |
$720K - $842K
|
16.4K
$778K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 28.97% |
$496K - $580K
|
50.3K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11.1KNew |
$490K - $573K
|
11.1K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11KNew |
$482K - $563K
|
11K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.5KNew |
$463K - $541K
|
10.5K
$500K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 22.41% |
$443K - $519K
|
55.1K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.26K+ 21.93% |
$407K - $476K
|
51.5K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.07K+ 65.85% |
$398K - $466K
|
22.8K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.03K+ 189.62% |
$397K - $464K
|
13.8K
$654K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.82KNew |
$388K - $453K
|
8.82K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.36KNew |
$323K - $378K
|
7.36K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.78K+ 19.35% |
$298K - $348K
|
41.8K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.71KNew |
$295K - $345K
|
6.71K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.63K+ 76.59% |
$291K - $341K
|
15.3K
$725K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.56KNew |
$288K - $337K
|
6.56K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
6.06KNew |
$266K - $312K
|
6.06K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.56K+ 89.45% |
$244K - $286K
|
11.8K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.54K+ 3.9% |
$243K - $285K
|
147K
$7M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.35KNew |
$235K - $275K
|
5.35K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.61KNew |
$202K - $237K
|
4.61K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.49KNew |
$197K - $231K
|
4.49K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.36K+ 15.4% |
$192K - $224K
|
32.7K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.12K+ 2.47% |
$181K - $212K
|
171K
$8.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4.09KNew |
$179K - $210K
|
4.09K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.06K+ 36.52% |
$178K - $209K
|
15.2K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.99K+ 9.77% |
$175K - $205K
|
44.8K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.85KNew |
$169K - $198K
|
3.85K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.62K+ 24.04% |
$159K - $186K
|
18.7K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.48KNew |
$153K - $179K
|
3.48K
$165K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 44.59% |
$151K - $177K
|
11.1K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.13KNew |
$138K - $161K
|
3.13K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
3K+ 54.55% |
$132K - $154K
|
8.5K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 58.84% |
$119K - $139K
|
7.32K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.37K+ 22.69% |
$104K - $122K
|
12.8K
$607K
|