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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-752- 11.74% |
$33.4K - $37K
|
5.65K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.98K- 30.57% |
$310K - $343K
|
15.8K
$704K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-406- 4.58% |
$18K - $20K
|
8.46K
$376K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.63% |
$311 - $344
|
1.12K
$49.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-315- 4.34% |
$14K - $15.5K
|
6.95K
$309K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.72K+ 15.14% |
$165K - $183K
|
28.3K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
68+ 0.34% |
$3.02K - $3.34K
|
20K
$888K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
8.14K+ 121.77% |
$362K - $400K
|
14.8K
$658K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-41- 77.36% |
$1.82K - $2.02K
|
12
$533
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
96.9K+ 4084.65% |
$4.31M - $4.76M
|
99.3K
$4.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-9- 0.05% |
$400 - $443
|
16.7K
$742K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22.7K+ 904.91% |
$1.01M - $1.11M
|
25.2K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-268- 3.25% |
$11.9K - $13.2K
|
7.98K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-100- 5.56% |
$4.44K - $4.92K
|
1.7K
$75.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.87K- 3.38% |
$261K - $289K
|
168K
$7.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.61K- 11.7% |
$427K - $473K
|
72.5K
$3.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.74K- 1.9% |
$122K - $135K
|
142K
$6.3M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-101- 1.87% |
$4.49K - $4.97K
|
5.31K
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
26+ 0.64% |
$1.16K - $1.28K
|
4.06K
$180K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
221+ 1.39% |
$9.82K - $10.9K
|
16.2K
$718K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-303- 49.43% |
$13.5K - $14.9K
|
310
$13.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$311 - $344
|
7.84K
$348K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
35.7KNew |
$1.59M - $1.76M
|
35.7K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-327- 2.75% |
$14.5K - $16.1K
|
11.6K
$514K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-572- 7.04% |
$25.4K - $28.1K
|
7.56K
$336K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-60- 0.83% |
$2.67K - $2.95K
|
7.17K
$318K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.86K- 47.05% |
$82.8K - $91.7K
|
2.1K
$93.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 43.46% |
$149K - $165K
|
4.35K
$193K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
40+ 0.26% |
$1.78K - $1.97K
|
15.6K
$694K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
373+ 5.08% |
$16.6K - $18.3K
|
7.71K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
162+ 2.39% |
$7.2K - $7.97K
|
6.94K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-316- 0.65% |
$14K - $15.5K
|
48.2K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
118+ 1.3% |
$5.24K - $5.8K
|
9.17K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 2.4% |
$489 - $541
|
447
$19.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
87+ 2.03% |
$3.87K - $4.28K
|
4.37K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-26- 6.79% |
$1.16K - $1.28K
|
357
$15.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-176- 3.07% |
$7.82K - $8.66K
|
5.56K
$247K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.1KNew |
$537K - $594K
|
12.1K
$536K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20+ 0.07% |
$889 - $984
|
27.8K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-366- 1.62% |
$16.3K - $18K
|
22.2K
$986K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 1.72% |
$5.42K - $6K
|
7.2K
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
221+ 3.37% |
$9.82K - $10.9K
|
6.78K
$301K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
353New |
$15.7K - $17.4K
|
353
$15.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.77% |
$489 - $541
|
1.45K
$64.2K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.45KNew |
$198K - $219K
|
4.45K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-650- 4.51% |
$28.9K - $32K
|
13.8K
$612K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-26- 0.44% |
$1.16K - $1.28K
|
5.91K
$262K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.2KNew |
$53.1K - $58.8K
|
1.2K
$53.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-379- 3.86% |
$16.8K - $18.6K
|
9.45K
$420K
|