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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.33% |
$647 - $716
|
4.22K
$187K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-320- 4.37% |
$14.8K - $16.4K
|
7.01K
$311K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 2.17% |
$4.81K - $5.32K
|
4.89K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 30.83% |
$57.8K - $64K
|
2.81K
$125K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-170- 2.3% |
$7.86K - $8.7K
|
7.23K
$321K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-225- 17.51% |
$10.4K - $11.5K
|
1.06K
$47.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
180New |
$8.32K - $9.21K
|
180
$7.99K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7New |
$293 - $346
|
7
$311
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.42KNew |
$185K - $218K
|
4.42K
$196K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
101New |
$4.23K - $4.99K
|
101
$4.49K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-397- 35.51% |
$16.6K - $19.6K
|
721
$32K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54- 1.06% |
$2.26K - $2.67K
|
5.03K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-138- 46.78% |
$5.78K - $6.82K
|
157
$6.97K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
97.1K+ 1512.52% |
$4.07M - $4.8M
|
104K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-22.7K- 50.56% |
$951K - $1.12M
|
22.2K
$986K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.8K- 73.88% |
$1.38M - $1.62M
|
11.6K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.29K- 45.97% |
$305K - $360K
|
8.56K
$380K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-52- 1.03% |
$2.18K - $2.57K
|
5.01K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 45.07% |
$111K - $131K
|
8.54K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
480New |
$20.1K - $23.7K
|
480
$21.3K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 83.17% |
$891K - $1.05M
|
4.3K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-379- 4.08% |
$15.9K - $18.7K
|
8.91K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.31K- 2.36% |
$139K - $163K
|
137K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 79.12% |
$603K - $711K
|
32.6K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.7KNew |
$1.33M - $1.57M
|
31.7K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.45KNew |
$103K - $121K
|
2.45K
$109K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.5KNew |
$648K - $764K
|
15.5K
$687K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
53.4KNew |
$2.24M - $2.64M
|
53.4K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-200- 37.04% |
$8.38K - $9.88K
|
340
$15.1K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.2KNew |
$176K - $207K
|
4.2K
$186K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$512K - $603K
|
12.2K
$542K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-964- 18.33% |
$40.4K - $47.6K
|
4.29K
$191K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-61- 2.15% |
$2.56K - $3.01K
|
2.77K
$123K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.66K- 46.37% |
$279K - $329K
|
7.7K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16New |
$670 - $790
|
16
$711
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-743- 15.41% |
$31.1K - $36.7K
|
4.08K
$181K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.56K+ 67.16% |
$400K - $472K
|
23.8K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
24New |
$1.01K - $1.19K
|
24
$1.07K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
61+ 2.97% |
$2.56K - $3.01K
|
2.12K
$93.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
158+ 2.26% |
$6.62K - $7.81K
|
7.15K
$318K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.25KNew |
$178K - $210K
|
4.25K
$189K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
248+ 1.87% |
$10.4K - $12.3K
|
13.5K
$601K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1.7KNew |
$71.2K - $84K
|
1.7K
$75.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.41KNew |
$227K - $267K
|
5.41K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-3K- 85.71% |
$126K - $148K
|
500
$22.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
252New |
$10.6K - $12.4K
|
252
$11.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 4.69% |
$126 - $148
|
61
$2.71K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.57% |
$41.9 - $49.4
|
177
$7.86K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.33KNew |
$182K - $214K
|
4.33K
$192K
|
|
| Q4 2023 | |||||||
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
87New |
$3.7K - $4.2K
|
87
$3.86K
|
|