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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.23KClosed |
$258K - $314K
|
0
$0
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.61KNew |
$398K - $485K
|
9.61K
$433K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-572- 8.23% |
$23.7K - $28.9K
|
6.38K
$288K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.43KNew |
$184K - $224K
|
4.43K
$200K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
182New |
$7.54K - $9.19K
|
182
$8.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 17.63% |
$3.02K - $3.69K
|
341
$15.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.01KNew |
$249K - $303K
|
6.01K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
88KNew |
$3.65M - $4.44M
|
88K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-227- 4.1% |
$9.4K - $11.5K
|
5.31K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13New |
$539 - $657
|
13
$586
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.89KNew |
$78.2K - $95.3K
|
1.89K
$85K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.09K- 13.25% |
$128K - $156K
|
20.2K
$912K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.46K- 14.37% |
$102K - $124K
|
14.6K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.6KNew |
$108K - $131K
|
2.6K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
789New |
$32.7K - $39.8K
|
789
$35.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
583+ 0.91% |
$24.2K - $29.4K
|
64.3K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
16KNew |
$662K - $807K
|
16K
$720K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.44K+ 100.0% |
$59.8K - $72.9K
|
2.89K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
121K+ 8038.89% |
$5.02M - $6.12M
|
123K
$5.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.57K- 27.74% |
$106K - $130K
|
6.69K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.2KNew |
$133K - $162K
|
3.2K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-921- 13.58% |
$38.2K - $46.5K
|
5.86K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.5KNew |
$228K - $278K
|
5.5K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10.2KNew |
$421K - $513K
|
10.2K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-562- 9.69% |
$23.3K - $28.4K
|
5.24K
$236K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.83KNew |
$159K - $193K
|
3.83K
$172K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.43K- 21.57% |
$142K - $173K
|
12.5K
$563K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-7- 0.15% |
$290 - $354
|
4.71K
$212K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
196New |
$8.12K - $9.9K
|
196
$8.83K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.18KNew |
$256K - $312K
|
6.18K
$279K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
330+ 20.47% |
$13.7K - $16.7K
|
1.94K
$87.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.47K+ 12.05% |
$61K - $74.3K
|
13.7K
$617K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7.25KNew |
$301K - $366K
|
7.25K
$327K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-4.98K- 40.67% |
$206K - $252K
|
7.27K
$327K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-6.26K- 37.43% |
$259K - $316K
|
10.5K
$472K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.19KNew |
$49.1K - $59.8K
|
1.19K
$53.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-872- 18.25% |
$36.1K - $44K
|
3.91K
$176K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 21.52% |
$77.1K - $94K
|
6.79K
$306K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
360+ 102.86% |
$14.9K - $18.2K
|
710
$32K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
268+ 3.7% |
$11.1K - $13.5K
|
7.5K
$338K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-350- 5.6% |
$14.5K - $17.7K
|
5.9K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.62K- 54.42% |
$274K - $335K
|
5.55K
$250K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
32+ 2.08% |
$1.33K - $1.62K
|
1.57K
$70.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400+ 57.14% |
$16.6K - $20.2K
|
1.1K
$49.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-279- 76.65% |
$11.6K - $14.1K
|
85
$3.83K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
70New |
$2.9K - $3.54K
|
70
$3.15K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.03% |
$82.9 - $101
|
196
$8.83K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-671- 1.15% |
$27.8K - $33.9K
|
57.5K
$2.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.48K- 45.79% |
$185K - $226K
|
5.3K
$239K
|