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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-200Closed |
$2.52K - $6.51K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-30.4KClosed |
$382K - $988K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-9.3KClosed |
$117K - $303K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Lincoln National Corp
|
SELL
|
- |
-6.32KClosed |
$79.5K - $206K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Palisade Asset Management, LLC
|
SELL
|
- |
-9.4KClosed |
$118K - $306K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-115Closed |
$1.45K - $3.74K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-7.99KClosed |
$101K - $260K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-90.3KClosed |
$1.14M - $2.94M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-12.7KClosed |
$160K - $413K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
60New |
$755 - $1.95K
|
60
$2.82K
|
|
| Q4 2019 | |||||||
|
Sep 14, 2021
Q4 2019
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-484Closed |
$14.5K - $15.9K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-23.1KClosed |
$690K - $759K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-17.4KClosed |
$520K - $571K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.55KClosed |
$196K - $216K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Fca Corp
Houston, TX |
BUY
|
- |
8.02KNew |
$240K - $264K
|
8.02K
$377K
|
|
|
Feb 10, 2020
Q4 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-890Closed |
$26.7K - $29.3K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Investment Partners, Ltd.
|
SELL
|
- |
-12KClosed |
$359K - $394K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 26, 2019
Q3 2019
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.01KClosed |
$180K - $209K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-9.14KClosed |
$273K - $317K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-14.5KClosed |
$433K - $504K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500Closed |
$14.9K - $17.4K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5Closed |
$149 - $174
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-715Closed |
$21.4K - $24.8K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Focused Wealth Management, Inc
|
SELL
|
- |
-14Closed |
$418 - $487
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-160Closed |
$4.78K - $5.56K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-8.58KClosed |
$256K - $298K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-758- 43.31% |
$22.7K - $26.3K
|
992
$46.6K
|
|
|
Oct 25, 2019
Q3 2019
|
Reston Wealth Management LLC
|
SELL
|
- |
-7.31KClosed |
$218K - $254K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-175Closed |
$5.23K - $6.08K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
300New |
$8.97K - $10.4K
|
300
$14.1K
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-300- 2.91% |
$9.55K - $11.2K
|
10K
$470K
|
|
|
Aug 14, 2019
Q2 2019
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.53KClosed |
$271K - $318K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-140Closed |
$4.46K - $5.22K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.92KClosed |
$61.3K - $71.8K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-700Closed |
$22.3K - $26.1K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5.72KClosed |
$182K - $213K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-188Closed |
$5.99K - $7.02K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-23.9KClosed |
$762K - $893K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6.08KClosed |
$193K - $227K
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-7KClosed |
$223K - $261K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-11.6KClosed |
$366K - $425K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-188Closed |
$5.92K - $6.89K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.55KClosed |
$206K - $240K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-77.6KClosed |
$2.44M - $2.84M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-17.9KClosed |
$564K - $656K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.95KClosed |
$61.4K - $71.5K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-15.2KClosed |
$480K - $558K
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-15.2KClosed |
$480K - $558K
|
0
$0
|
|
|
Apr 02, 2019
Q1 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-7.17KClosed |
$226K - $263K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.43KClosed |
$159K - $234K
|
0
$0
|
|