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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-16.6KClosed |
$625K - $811K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-155- 39.64% |
$5.83K - $7.57K
|
236
$10.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400New |
$15.1K - $19.5K
|
400
$18.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.86K- 54.51% |
$258K - $335K
|
5.73K
$260K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-12.7K- 98.43% |
$479K - $622K
|
203
$9.23K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-291Closed |
$11K - $14.2K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.34KClosed |
$314K - $407K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-9.22KClosed |
$347K - $450K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.01% |
$113 - $146
|
35.3K
$1.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-855- 76.82% |
$32.2K - $41.7K
|
258
$11.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-8.48KClosed |
$319K - $414K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
30.3KNew |
$1.14M - $1.48M
|
30.3K
$1.38M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
57.6KNew |
$2.17M - $2.81M
|
57.6K
$2.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
55New |
$2.07K - $2.69K
|
55
$2.5K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8Closed |
$301 - $391
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-39- 13.04% |
$1.47K - $1.9K
|
260
$11.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
29.6KNew |
$1.11M - $1.45M
|
29.6K
$1.35M
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
SELL
|
- |
-40.2K- 87.95% |
$1.51M - $1.96M
|
5.5K
$250K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
58New |
$2.18K - $2.83K
|
58
$2.64K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-125- 1.3% |
$4.71K - $6.1K
|
9.48K
$431K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
19New |
$715 - $928
|
19
$864
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-1.15KClosed |
$43.4K - $56.3K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.91K- 29.89% |
$110K - $142K
|
6.83K
$311K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-69Closed |
$2.6K - $3.37K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.22K- 58.8% |
$309K - $401K
|
5.76K
$262K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
342+ 3.53% |
$12.9K - $16.7K
|
10K
$456K
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-8.84KClosed |
$333K - $432K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
575+ 5.35% |
$21.6K - $28.1K
|
11.3K
$515K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.86KClosed |
$145K - $188K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.22K- 37.87% |
$121K - $157K
|
5.28K
$240K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.63KClosed |
$61.3K - $79.5K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-89Closed |
$3.35K - $4.35K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-284Closed |
$8.8K - $12K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-289Closed |
$8.96K - $12.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40Closed |
$1.24K - $1.68K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-34.4KClosed |
$1.07M - $1.45M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-85Closed |
$2.64K - $3.58K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-170KClosed |
$5.27M - $7.16M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
51.1KNew |
$1.58M - $2.15M
|
51.1K
$2.32M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-13.8KClosed |
$427K - $580K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-130Closed |
$4.03K - $5.48K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-123Closed |
$3.81K - $5.18K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-355Closed |
$11K - $15K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
268New |
$8.31K - $11.3K
|
268
$12.2K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-280Closed |
$8.68K - $11.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.8KClosed |
$86.7K - $118K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.36KNew |
$166K - $226K
|
5.36K
$244K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.34KNew |
$258K - $351K
|
8.34K
$379K
|
|