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 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-28- 58.33% |
$1.24K - $1.38K
|
20
$920
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.31K- 2.14% |
$58.4K - $64.6K
|
60.1K
$2.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.05KNew |
$46.7K - $51.6K
|
1.05K
$48.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200- 11.43% |
$8.89K - $9.84K
|
1.55K
$71.3K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
118New |
$5.24K - $5.8K
|
118
$5.43K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-312- 5.18% |
$13.9K - $15.3K
|
5.72K
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.34% |
$44.4 - $49.2
|
294
$13.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-243- 32.71% |
$10.8K - $12K
|
500
$23K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-208- 5.98% |
$9.24K - $10.2K
|
3.27K
$150K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-22.9K- 38.16% |
$1.02M - $1.13M
|
37.1K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
639+ 345.41% |
$28.4K - $31.4K
|
824
$37.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-41- 77.36% |
$1.82K - $2.02K
|
12
$552
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
96.9K+ 4084.65% |
$4.31M - $4.76M
|
99.3K
$4.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-315- 4.34% |
$14K - $15.5K
|
6.95K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.87K- 3.38% |
$261K - $289K
|
168K
$7.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.61K- 11.7% |
$427K - $473K
|
72.5K
$3.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-303- 49.43% |
$13.5K - $14.9K
|
310
$14.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
35.7KNew |
$1.59M - $1.76M
|
35.7K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 43.46% |
$149K - $165K
|
4.35K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-26- 6.79% |
$1.16K - $1.28K
|
357
$16.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
353New |
$15.7K - $17.4K
|
353
$16.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.2KNew |
$53.1K - $58.8K
|
1.2K
$54.9K
|
|
|
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
$205K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.04KNew |
$224K - $248K
|
5.04K
$232K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-100- 1.51% |
$4.44K - $4.92K
|
6.54K
$301K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
33New |
$1.52K - $1.69K
|
33
$1.52K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
104New |
$4.81K - $5.32K
|
104
$4.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16.8KNew |
$775K - $858K
|
16.8K
$771K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.2KNew |
$515K - $571K
|
11.2K
$513K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
29+ 0.64% |
$1.34K - $1.48K
|
4.54K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.05K- 34.51% |
$279K - $309K
|
11.5K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 33.33% |
$46.2 - $51.2
|
4
$184
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-430- 82.69% |
$19.9K - $22K
|
90
$4.14K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6- 0.13% |
$277 - $307
|
4.66K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
117New |
$5.41K - $5.99K
|
117
$5.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.3KNew |
$522K - $578K
|
11.3K
$519K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.54K- 3.8% |
$117K - $130K
|
64.1K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 3.76% |
$4.62K - $5.12K
|
2.76K
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.57% |
$46.2 - $51.2
|
175
$8.05K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
218+ 102.83% |
$10.1K - $11.2K
|
430
$19.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
61.5KNew |
$2.84M - $3.15M
|
61.5K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
849New |
$39.2K - $43.4K
|
849
$39K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
150New |
$6.93K - $7.68K
|
150
$6.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.34KNew |
$385K - $427K
|
8.34K
$383K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-123- 51.68% |
$5.68K - $6.29K
|
115
$5.29K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-504- 4.7% |
$23.3K - $25.8K
|
10.2K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-70- 39.33% |
$3.23K - $3.58K
|
108
$4.97K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.23K- 9.03% |
$56.6K - $62.7K
|
12.3K
$567K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-25- 54.35% |
$1.16K - $1.28K
|
21
$966
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.96KNew |
$229K - $254K
|
4.96K
$228K
|
|