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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.3K+ 138.47% |
$58.9K - $65.1K
|
2.24K
$102K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20+ 3.62% |
$905 - $999
|
573
$26.1K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-797- 10.04% |
$36K - $39.8K
|
7.14K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.21K- 29.57% |
$54.6K - $60.3K
|
2.88K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
111+ 0.68% |
$5.02K - $5.54K
|
16.4K
$745K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
533New |
$24.1K - $26.6K
|
533
$24.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.44K- 6.29% |
$65K - $71.7K
|
21.4K
$974K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.55K+ 26.08% |
$70.2K - $77.5K
|
7.5K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 5.63% |
$17.9K - $19.7K
|
7.41K
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
816+ 632.56% |
$36.9K - $40.8K
|
945
$43K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12+ 0.71% |
$543 - $599
|
1.71K
$77.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-238- 71.04% |
$10.8K - $11.9K
|
97
$4.41K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.34K- 47.67% |
$241K - $267K
|
5.86K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.08K- 42.03% |
$139K - $154K
|
4.24K
$193K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.43KNew |
$200K - $221K
|
4.43K
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-7- 0.08% |
$317 - $350
|
9.12K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-82- 1.41% |
$3.71K - $4.1K
|
5.75K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-901- 3.37% |
$40.8K - $45K
|
25.8K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
532New |
$24.1K - $26.6K
|
532
$24.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34K+ 2.52% |
$60.8K - $67.1K
|
54.8K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.95KNew |
$224K - $247K
|
4.95K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-186- 1.58% |
$8.41K - $9.29K
|
11.6K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.51% |
$45.2 - $50
|
198
$9.01K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.4KNew |
$468K - $517K
|
10.4K
$471K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-9.19K- 61.0% |
$416K - $459K
|
5.88K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-107- 84.25% |
$4.84K - $5.34K
|
20
$910
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-947- 12.27% |
$42.8K - $47.3K
|
6.77K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131+ 6.04% |
$5.93K - $6.54K
|
2.3K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
576+ 2.62% |
$26.1K - $28.8K
|
22.5K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.28K- 21.45% |
$329K - $364K
|
26.7K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.41K+ 11.75% |
$199K - $220K
|
41.9K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-763- 1.36% |
$34.5K - $38.1K
|
55.5K
$2.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-64- 0.55% |
$2.89K - $3.2K
|
11.7K
$530K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
4.79KNew |
$217K - $239K
|
4.79K
$218K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.25KNew |
$192K - $212K
|
4.25K
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.66K- 49.97% |
$120K - $133K
|
2.66K
$121K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
974+ 2.48% |
$44.1K - $48.7K
|
40.2K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-285- 1.34% |
$12.9K - $14.2K
|
20.9K
$953K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-204- 5.29% |
$9.23K - $10.2K
|
3.65K
$166K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-46- 0.83% |
$2.08K - $2.3K
|
5.48K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$19.2K - $21.2K
|
425
$19.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9- 0.12% |
$407 - $450
|
7.77K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 2.99% |
$56.2K - $62.1K
|
40.3K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
125+ 2.73% |
$5.65K - $6.24K
|
4.7K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-531- 14.35% |
$24K - $26.5K
|
3.17K
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.56% |
$136 - $150
|
540
$24.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
241+ 0.99% |
$10.9K - $12K
|
24.7K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 0.14% |
$859 - $949
|
13.7K
$623K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.74K- 27.9% |
$78.5K - $86.7K
|
4.49K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-125- 11.09% |
$5.65K - $6.24K
|
1K
$45.6K
|