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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
13New |
$543 - $637
|
13
$591
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$16.7K - $19.6K
|
400
$18.2K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12- 7.41% |
$501 - $588
|
150
$6.82K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.84KClosed |
$276K - $314K
|
0
$0
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-202- 17.53% |
$8.16K - $9.27K
|
950
$43.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.06K- 34.8% |
$83.2K - $94.5K
|
3.86K
$176K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 25.0% |
$2.02K - $2.29K
|
250
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.1KNew |
$488K - $554K
|
12.1K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
64.3KNew |
$2.6M - $2.95M
|
64.3K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.6K- 23.14% |
$64.7K - $73.5K
|
5.32K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-655- 52.61% |
$26.5K - $30K
|
590
$26.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
454+ 945.83% |
$18.3K - $20.8K
|
502
$22.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.14K- 6.74% |
$86.3K - $98K
|
29.6K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$212K - $241K
|
5.25K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
190+ 7.63% |
$7.67K - $8.72K
|
2.68K
$122K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 75.76% |
$2.02K - $2.29K
|
16
$728
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.6% |
$80.8 - $91.7
|
334
$15.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-419- 5.1% |
$16.9K - $19.2K
|
7.8K
$355K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-980- 99.39% |
$39.6K - $45K
|
6
$273
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.59% |
$1.25K - $1.42K
|
5.27K
$240K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
150K+ 113.9% |
$6.05M - $6.87M
|
281K
$12.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-27- 10.98% |
$1.09K - $1.24K
|
219
$9.96K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.35% |
$40.4 - $45.9
|
75
$3.41K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-18Closed |
$727 - $826
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 1.06% |
$323 - $367
|
750
$34.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-777- 13.53% |
$31.4K - $35.6K
|
4.97K
$226K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-769- 9.97% |
$31.1K - $35.3K
|
6.94K
$316K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.41KNew |
$219K - $248K
|
5.41K
$246K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
632New |
$25.5K - $29K
|
632
$28.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-12.5K- 68.87% |
$504K - $572K
|
5.64K
$257K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
123KNew |
$4.97M - $5.65M
|
123K
$5.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.14K- 97.39% |
$167K - $190K
|
111
$5.05K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-165K- 97.23% |
$6.64M - $7.55M
|
4.69K
$213K
|
|
| Q1 2023 | |||||||
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-28.7K- 78.36% |
$1.17M - $1.41M
|
7.93K
$361K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
430+ 2150.0% |
$17.5K - $21.1K
|
450
$20.5K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.49K- 85.48% |
$101K - $122K
|
423
$19.2K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-623- 11.44% |
$25.3K - $30.6K
|
4.82K
$219K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-53- 22.75% |
$2.15K - $2.6K
|
180
$8.19K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-48- 1.58% |
$1.95K - $2.36K
|
2.98K
$136K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.02K- 99.07% |
$367K - $443K
|
85
$3.87K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.89KNew |
$76.8K - $92.7K
|
1.89K
$86K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-783- 14.0% |
$31.8K - $38.4K
|
4.81K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
204+ 0.57% |
$8.29K - $10K
|
35.9K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.09K- 2.97% |
$44.4K - $53.6K
|
35.7K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.2K- 59.72% |
$619K - $747K
|
10.3K
$467K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.79KNew |
$195K - $235K
|
4.79K
$218K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.85K+ 40.19% |
$75.2K - $90.8K
|
6.46K
$294K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.87KNew |
$238K - $288K
|
5.87K
$267K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
357+ 31.32% |
$14.5K - $17.5K
|
1.5K
$68.1K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
106+ 30.2% |
$4.31K - $5.2K
|
457
$20.8K
|
|