Latest Institutional Transactions on Ishares Tr (IYE)
This table provides information on the latest institutional transactions involving Ishares Tr (IYE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 5.62% |
$3.75K - $4.62K
|
1.75K
$80.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.1K- 23.43% |
$44.2K - $54.4K
|
3.58K
$165K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.93K+ 6.98% |
$118K - $145K
|
44.8K
$2.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
259+ 1.89% |
$10.5K - $12.9K
|
14K
$642K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.22% |
$202 - $248
|
2.31K
$106K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
500New |
$20.2K - $24.8K
|
500
$23K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.78K+ 19.38% |
$193K - $237K
|
29.4K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-39- 3.89% |
$1.57K - $1.94K
|
963
$44.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.11K+ 18.9% |
$44.6K - $54.9K
|
6.96K
$320K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
341+ 7.26% |
$13.8K - $16.9K
|
5.04K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-239- 2.06% |
$9.65K - $11.9K
|
11.4K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-174- 2.06% |
$7.02K - $8.64K
|
8.29K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.2K- 50.79% |
$412K - $507K
|
9.89K
$455K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.37K- 63.24% |
$298K - $366K
|
4.29K
$197K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 0.67% |
$202 - $248
|
753
$34.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 55.63% |
$579K - $713K
|
11.5K
$526K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.68% |
$404 - $497
|
1.48K
$67.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
131+ 1455.56% |
$5.29K - $6.51K
|
140
$6.44K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$445K - $547K
|
11K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.36KNew |
$297K - $366K
|
7.36K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.98K+ 12.51% |
$241K - $297K
|
53.8K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 1.01% |
$80.7 - $99.3
|
200
$9.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
77+ 9.14% |
$3.11K - $3.82K
|
919
$42.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.56% |
$121 - $149
|
543
$25K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-318- 5.63% |
$12.8K - $15.8K
|
5.34K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-151- 1.81% |
$6.09K - $7.5K
|
8.2K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-828- 7.48% |
$33.4K - $41.1K
|
10.2K
$471K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
181New |
$7.31K - $8.99K
|
181
$8.32K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209New |
$8.44K - $10.4K
|
209
$9.61K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.28% |
$40.4 - $49.7
|
360
$16.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 110.0% |
$112K - $138K
|
5.29K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4.24K- 16.97% |
$171K - $211K
|
20.7K
$954K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-20- 0.4% |
$807 - $993
|
4.97K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-408- 1.67% |
$16.5K - $20.3K
|
24K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-23.4K- 48.72% |
$945K - $1.16M
|
24.6K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.24K+ 5.48% |
$50.1K - $61.7K
|
23.9K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$6.05K - $7.45K
|
150
$6.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
17.2K+ 15.27% |
$694K - $855K
|
130K
$5.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
42+ 0.27% |
$1.7K - $2.09K
|
15.5K
$711K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
140+ 0.52% |
$5.65K - $6.95K
|
27.2K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.64% |
$121 - $149
|
470
$21.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.81% |
$40.4 - $49.7
|
125
$5.75K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-8.85K- 19.21% |
$357K - $439K
|
37.2K
$1.71M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.96K- 5.63% |
$79.3K - $97.6K
|
32.9K
$1.51M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.75K- 12.59% |
$396K - $437K
|
60.8K
$2.79M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 63.49% |
$45.2K - $50K
|
575
$26.4K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-37K- 87.89% |
$1.67M - $1.85M
|
5.1K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-350- 33.18% |
$15.8K - $17.5K
|
705
$32.4K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.69K+ 12.58% |
$167K - $184K
|
33K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$45.2 - $50
|
10.7K
$492K
|
|