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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
196New |
$8.12K - $9.9K
|
196
$8.92K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-7- 0.15% |
$290 - $354
|
4.71K
$214K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.47K+ 12.05% |
$61K - $74.3K
|
13.7K
$623K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
330+ 20.47% |
$13.7K - $16.7K
|
1.94K
$88.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7.25KNew |
$301K - $366K
|
7.25K
$330K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-4.98K- 40.67% |
$206K - $252K
|
7.27K
$331K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-6.26K- 37.43% |
$259K - $316K
|
10.5K
$476K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-872- 18.25% |
$36.1K - $44K
|
3.91K
$178K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.19KNew |
$49.1K - $59.8K
|
1.19K
$53.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 21.52% |
$77.1K - $94K
|
6.79K
$309K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
268+ 3.7% |
$11.1K - $13.5K
|
7.5K
$341K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
360+ 102.86% |
$14.9K - $18.2K
|
710
$32.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-350- 5.6% |
$14.5K - $17.7K
|
5.9K
$268K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.62K- 54.42% |
$274K - $335K
|
5.55K
$252K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
32+ 2.08% |
$1.33K - $1.62K
|
1.57K
$71.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400+ 57.14% |
$16.6K - $20.2K
|
1.1K
$50K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-279- 76.65% |
$11.6K - $14.1K
|
85
$3.87K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
70New |
$2.9K - $3.54K
|
70
$3.18K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.03% |
$82.9 - $101
|
196
$8.92K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.04K+ 10.2% |
$42.9K - $52.3K
|
11.2K
$509K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-671- 1.15% |
$27.8K - $33.9K
|
57.5K
$2.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-711- 4.96% |
$29.5K - $35.9K
|
13.6K
$620K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.44KNew |
$184K - $224K
|
4.44K
$202K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.48K- 45.79% |
$185K - $226K
|
5.3K
$241K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-35.2K- 10.06% |
$1.46M - $1.78M
|
315K
$14.3M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5KNew |
$207K - $253K
|
5K
$227K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
11.5K+ 19.04% |
$475K - $580K
|
71.8K
$3.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
97.3KNew |
$4.03M - $4.91M
|
97.3K
$4.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.63K+ 59.46% |
$192K - $234K
|
12.4K
$565K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-942- 14.1% |
$39K - $47.6K
|
5.74K
$261K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 32.11% |
$106K - $130K
|
5.43K
$247K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
50.9KNew |
$2.11M - $2.57M
|
50.9K
$2.31M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.58KNew |
$190K - $231K
|
4.58K
$208K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
48New |
$1.99K - $2.42K
|
48
$2.18K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
26.9KNew |
$1.11M - $1.36M
|
26.9K
$1.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.58K- 17.03% |
$356K - $433K
|
41.8K
$1.9M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
489New |
$20.3K - $24.7K
|
489
$22.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-450- 28.54% |
$18.6K - $22.7K
|
1.13K
$51.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$414 - $505
|
10
$455
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
80New |
$3.31K - $4.04K
|
80
$3.64K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-1.27K- 12.86% |
$52.7K - $64.3K
|
8.62K
$392K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
548New |
$22.7K - $27.7K
|
548
$24.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
159New |
$6.59K - $8.03K
|
159
$7.23K
|
|
| Q3 2022 | |||||||
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-48K- 77.42% |
$1.73M - $2.19M
|
14K
$637K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.13% |
$108 - $137
|
269
$12.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-48.7K- 84.85% |
$1.76M - $2.22M
|
8.7K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.84K+ 4.29% |
$66.4K - $84.1K
|
44.8K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.38% |
$108 - $137
|
220
$10K
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
SELL
|
- |
-48.5K- 25.4% |
$1.75M - $2.22M
|
143K
$6.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
124New |
$4.47K - $5.66K
|
124
$5.64K
|
|