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 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-371Closed |
$9.35K - $11.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
11New |
$277 - $330
|
11
$506
|
|
|
Aug 13, 2021
Q2 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.6KNew |
$141K - $168K
|
5.6K
$257K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-65Closed |
$1.64K - $1.95K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.88KClosed |
$47.3K - $56.3K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-189Closed |
$4.76K - $5.67K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
17New |
$428 - $510
|
17
$782
|
|
|
Jul 29, 2021
Q2 2021
|
Narwhal Capital Management
|
BUY
|
- |
8.83KNew |
$222K - $265K
|
8.83K
$406K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
2New |
$50.4 - $60
|
2
$92
|
|
|
Jul 22, 2021
Q2 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-279KClosed |
$7.04M - $8.38M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.4KNew |
$437K - $521K
|
17.4K
$798K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-850Closed |
$17.2K - $24.2K
|
0
$0
|
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-836Closed |
$17K - $23.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$2.03K - $2.85K
|
100
$4.6K
|
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.5KClosed |
$30.4K - $42.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.52KClosed |
$30.9K - $43.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
215New |
$4.36K - $6.12K
|
215
$9.89K
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-2KClosed |
$40.6K - $56.9K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$20.3K - $28.5K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
336New |
$6.82K - $9.57K
|
336
$15.4K
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-178Closed |
$3.61K - $5.07K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$54.8K - $76.9K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
193New |
$3.92K - $5.49K
|
193
$8.87K
|
|
| Q4 2020 | |||||||
|
Feb 25, 2021
Q4 2020
|
Field & Main Bank
|
SELL
|
- |
-350Closed |
$5.21K - $7.72K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.55KClosed |
$23.1K - $34.2K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-55.6KClosed |
$829K - $1.23M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-25.1KClosed |
$374K - $555K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Waldron Private Wealth LLC
|
SELL
|
- |
-23.3KClosed |
$346K - $513K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-270Closed |
$4.02K - $5.96K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-11.7KClosed |
$175K - $259K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-671Closed |
$9.99K - $14.8K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-90Closed |
$1.34K - $1.99K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
BUY
|
- |
85+ 2.87% |
$1.27K - $1.88K
|
3.05K
$140K
|
|
|
Jan 04, 2021
Q4 2020
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
300KNew |
$4.47M - $6.62M
|
300K
$13.8M
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-301Closed |
$4.8K - $6.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-127- 47.21% |
$2.03K - $2.61K
|
142
$6.53K
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-94Closed |
$1.5K - $1.94K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.09KClosed |
$33.3K - $43K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Bray Capital Advisors
|
SELL
|
- |
-26.5K- 99.62% |
$423K - $546K
|
100
$4.6K
|
|
|
Oct 13, 2020
Q3 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-202Closed |
$3.22K - $4.16K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
233+ 9.51% |
$3.4K - $5.77K
|
2.68K
$123K
|
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-11.5KClosed |
$167K - $284K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-200Closed |
$2.92K - $4.95K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5Closed |
$72.9 - $124
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-89.6KClosed |
$1.31M - $2.22M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.56KClosed |
$139K - $237K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.7KClosed |
$156K - $265K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-258Closed |
$3.76K - $6.39K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-19.6KClosed |
$286K - $487K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-8.5K- 54.49% |
$124K - $211K
|
7.1K
$326K
|
|