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 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.99K+ 9.77% |
$175K - $205K
|
44.8K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.85KNew |
$169K - $198K
|
3.85K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.7KNew |
$163K - $190K
|
3.7K
$160K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.66K+ 10.27% |
$161K - $188K
|
39.3K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.62K+ 24.04% |
$159K - $186K
|
18.7K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.48KNew |
$153K - $179K
|
3.48K
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 44.59% |
$151K - $177K
|
11.1K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.19K+ 38.07% |
$140K - $164K
|
11.6K
$500K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.13KNew |
$138K - $161K
|
3.13K
$135K
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
3K+ 54.55% |
$132K - $154K
|
8.5K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 58.84% |
$119K - $139K
|
7.32K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.37K+ 22.69% |
$104K - $122K
|
12.8K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$96.1K - $112K
|
2.19K
$94.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.98K+ 33.34% |
$86.8K - $102K
|
7.9K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 7.0% |
$77K - $90.1K
|
26.8K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.66K+ 11.23% |
$73K - $85.3K
|
16.5K
$711K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.51K+ 14.76% |
$66.2K - $77.5K
|
11.7K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 4.89% |
$66K - $77.2K
|
32.2K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.15K+ 16.61% |
$50.6K - $59.2K
|
8.09K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.14K+ 2.34% |
$50K - $58.5K
|
49.7K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 10.65% |
$49.8K - $58.3K
|
11.8K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.06K+ 3.05% |
$46.7K - $54.6K
|
35.9K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.06KNew |
$46.3K - $54.2K
|
1.06K
$45.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 4.1% |
$46.2K - $54K
|
26.7K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
963+ 14.86% |
$42.3K - $49.5K
|
7.44K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
895+ 4.25% |
$39.3K - $46K
|
22K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
828New |
$36.4K - $42.5K
|
828
$35.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
818+ 1.67% |
$35.9K - $42K
|
49.9K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
796+ 1.85% |
$35K - $40.9K
|
43.7K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
764New |
$33.6K - $39.2K
|
764
$33K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
750+ 2.04% |
$32.9K - $38.5K
|
37.6K
$1.62M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
748New |
$32.9K - $38.4K
|
748
$32.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
710+ 41.42% |
$31.2K - $36.5K
|
2.42K
$105K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
600New |
$26.4K - $30.8K
|
600
$25.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
591+ 820.83% |
$26K - $30.4K
|
663
$28.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
553New |
$24.3K - $28.4K
|
553
$23.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
494+ 14.68% |
$21.7K - $25.4K
|
3.86K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
449+ 0.6% |
$19.7K - $23.1K
|
75.1K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
434New |
$19.1K - $22.3K
|
434
$18.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
404New |
$17.7K - $20.8K
|
404
$17.5K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
342+ 6.44% |
$15K - $17.6K
|
5.65K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
334+ 1.4% |
$14.7K - $17.2K
|
24.1K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
320+ 4.2% |
$14.1K - $16.4K
|
7.94K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
294New |
$12.9K - $15.1K
|
294
$12.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
290+ 3.9% |
$12.7K - $14.9K
|
7.72K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
288+ 32.0% |
$12.7K - $14.8K
|
1.19K
$51.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
276+ 2.53% |
$12.1K - $14.2K
|
11.2K
$484K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
263+ 3.88% |
$11.6K - $13.5K
|
7.05K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
263+ 1.18% |
$11.6K - $13.5K
|
22.5K
$971K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
251+ 101.21% |
$11K - $12.9K
|
499
$21.6K
|