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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.07K- 17.6% |
$43.5K - $52.5K
|
5.01K
$228K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
51.5KNew |
$2.09M - $2.53M
|
51.5K
$2.34M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-77.8K- 91.41% |
$3.16M - $3.82M
|
7.31K
$332K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-322- 3.3% |
$13.1K - $15.8K
|
9.43K
$429K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7+ 35.0% |
$284 - $343
|
27
$1.23K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
77New |
$3.13K - $3.78K
|
77
$3.5K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
84+ 72.41% |
$3.41K - $4.12K
|
200
$9.1K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
493New |
$20K - $24.2K
|
493
$22.4K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.36K- 71.48% |
$55.1K - $66.5K
|
541
$24.6K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-42- 35.29% |
$1.71K - $2.06K
|
77
$3.5K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-80.5K- 93.77% |
$3.27M - $3.95M
|
5.35K
$243K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-15.3K- 57.44% |
$622K - $751K
|
11.3K
$516K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.58KNew |
$227K - $274K
|
5.58K
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.32KNew |
$94.4K - $114K
|
2.32K
$106K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-238K- 97.79% |
$9.67M - $11.7M
|
5.38K
$245K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
638New |
$25.9K - $31.3K
|
638
$29K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
7.7KNew |
$313K - $378K
|
7.7K
$350K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8+ 0.13% |
$325 - $393
|
6.24K
$284K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-649- 9.0% |
$26.4K - $31.8K
|
6.57K
$299K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.37K- 21.03% |
$55.5K - $67.1K
|
5.13K
$234K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-985- 2.81% |
$40K - $48.3K
|
34.1K
$1.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
305+ 8.13% |
$12.4K - $15K
|
4.06K
$184K
|
|
| Q4 2022 | |||||||
|
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
$437K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-572- 8.23% |
$23.7K - $28.9K
|
6.38K
$290K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.43KNew |
$184K - $224K
|
4.43K
$202K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
182New |
$7.54K - $9.19K
|
182
$8.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.6KNew |
$108K - $131K
|
2.6K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
789New |
$32.7K - $39.8K
|
789
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
583+ 0.91% |
$24.2K - $29.4K
|
64.3K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.09K- 13.25% |
$128K - $156K
|
20.2K
$920K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.46K- 14.37% |
$102K - $124K
|
14.6K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.89KNew |
$78.2K - $95.3K
|
1.89K
$85.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-227- 4.1% |
$9.4K - $11.5K
|
5.31K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
88KNew |
$3.65M - $4.44M
|
88K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 17.63% |
$3.02K - $3.69K
|
341
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13New |
$539 - $657
|
13
$591
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.44K+ 100.0% |
$59.8K - $72.9K
|
2.89K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
16KNew |
$662K - $807K
|
16K
$727K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.2KNew |
$133K - $162K
|
3.2K
$146K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.5KNew |
$228K - $278K
|
5.5K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
121K+ 8038.89% |
$5.02M - $6.12M
|
123K
$5.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-921- 13.58% |
$38.2K - $46.5K
|
5.86K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.57K- 27.74% |
$106K - $130K
|
6.69K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10.2KNew |
$421K - $513K
|
10.2K
$462K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-562- 9.69% |
$23.3K - $28.4K
|
5.24K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.83KNew |
$159K - $193K
|
3.83K
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.43K- 21.57% |
$142K - $173K
|
12.5K
$568K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.18KNew |
$256K - $312K
|
6.18K
$281K
|
|