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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-632- 4.47% |
$28.1K - $31.1K
|
13.5K
$600K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.7K+ 42.67% |
$653K - $722K
|
49.1K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.99K- 14.53% |
$177K - $196K
|
23.5K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.8K- 3.31% |
$258K - $285K
|
169K
$7.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35- 0.09% |
$1.56K - $1.72K
|
39K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.9K+ 53.02% |
$752K - $833K
|
48.9K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
27.3K+ 10.29% |
$1.21M - $1.34M
|
292K
$13M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200- 11.43% |
$8.89K - $9.84K
|
1.55K
$68.8K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
118New |
$5.24K - $5.8K
|
118
$5.24K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
6.86K+ 160.7% |
$305K - $337K
|
11.1K
$494K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-498- 79.43% |
$22.1K - $24.5K
|
129
$5.73K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
146+ 180.25% |
$6.49K - $7.18K
|
227
$10.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
822+ 16.7% |
$36.5K - $40.4K
|
5.74K
$255K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.92K+ 101.5% |
$130K - $143K
|
5.79K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27+ 0.36% |
$1.2K - $1.33K
|
7.62K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.34% |
$44.4 - $49.2
|
294
$13.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-312- 5.18% |
$13.9K - $15.3K
|
5.72K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1K+ 173.31% |
$44.4K - $49.2K
|
1.58K
$70K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-56- 0.77% |
$2.49K - $2.75K
|
7.21K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.34K- 19.5% |
$237K - $262K
|
22K
$979K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-243- 32.71% |
$10.8K - $12K
|
500
$22.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 16.04% |
$65.4K - $72.4K
|
10.7K
$473K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
135+ 84.38% |
$6K - $6.64K
|
295
$13.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-591- 8.83% |
$26.3K - $29.1K
|
6.1K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.4K- 26.69% |
$107K - $118K
|
6.6K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 14.29% |
$1.38K - $1.52K
|
248
$11K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.54K+ 33.08% |
$113K - $125K
|
10.2K
$454K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-208- 5.98% |
$9.24K - $10.2K
|
3.27K
$145K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-493- 0.85% |
$21.9K - $24.2K
|
57.5K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-85- 0.66% |
$3.78K - $4.18K
|
12.7K
$564K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.59K- 3.13% |
$337K - $373K
|
235K
$10.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
486+ 0.81% |
$21.6K - $23.9K
|
60.2K
$2.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-439- 1.73% |
$19.5K - $21.6K
|
25K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
154+ 181.18% |
$6.84K - $7.57K
|
239
$10.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.2K- 24.42% |
$810K - $897K
|
56.4K
$2.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-289- 3.61% |
$12.8K - $14.2K
|
7.72K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-22.9K- 38.16% |
$1.02M - $1.13M
|
37.1K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
54+ 2.32% |
$2.4K - $2.66K
|
2.38K
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24+ 0.41% |
$1.07K - $1.18K
|
5.86K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-110- 6.03% |
$4.89K - $5.41K
|
1.71K
$76.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.61KNew |
$205K - $227K
|
4.61K
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-296- 1.39% |
$13.2K - $14.6K
|
21.1K
$935K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-75- 1.65% |
$3.33K - $3.69K
|
4.48K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.13% |
$133 - $148
|
2.33K
$103K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-239- 76.85% |
$10.6K - $11.8K
|
72
$3.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-499- 4.56% |
$22.2K - $24.5K
|
10.4K
$463K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
168+ 2.78% |
$7.47K - $8.26K
|
6.22K
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
639+ 345.41% |
$28.4K - $31.4K
|
824
$36.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
661+ 4.68% |
$29.4K - $32.5K
|
14.8K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
752+ 2.03% |
$33.4K - $37K
|
37.9K
$1.68M
|