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 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.6KNew |
$1.11M - $1.3M
|
26.6K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.19KNew |
$384K - $450K
|
9.19K
$432K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-34.1K- 41.65% |
$1.42M - $1.67M
|
47.8K
$2.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.89KNew |
$246K - $288K
|
5.89K
$277K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.41KNew |
$184K - $216K
|
4.41K
$207K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22.5KNew |
$939K - $1.1M
|
22.5K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$209 - $245
|
5
$235
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-161- 2.27% |
$6.72K - $7.88K
|
6.94K
$326K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$4.18K - $4.9K
|
100
$4.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.16KNew |
$215K - $253K
|
5.16K
$242K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
209KNew |
$8.73M - $10.2M
|
209K
$9.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-110- 26.44% |
$4.59K - $5.39K
|
306
$14.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-37- 0.4% |
$1.55K - $1.81K
|
9.13K
$429K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
106New |
$4.43K - $5.19K
|
106
$4.98K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-758- 1.48% |
$31.7K - $37.1K
|
50.5K
$2.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-389- 7.12% |
$16.2K - $19K
|
5.07K
$238K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-102- 9.05% |
$4.26K - $4.99K
|
1.03K
$48.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.32KNew |
$222K - $260K
|
5.32K
$250K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-470- 8.89% |
$19.6K - $23K
|
4.82K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$16.7K - $19.6K
|
400
$18.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
13New |
$543 - $637
|
13
$611
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12- 7.41% |
$501 - $588
|
150
$7.05K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.84KClosed |
$276K - $314K
|
0
$0
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-202- 17.53% |
$8.16K - $9.27K
|
950
$44.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.06K- 34.8% |
$83.2K - $94.5K
|
3.86K
$182K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 25.0% |
$2.02K - $2.29K
|
250
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.6K- 23.14% |
$64.7K - $73.5K
|
5.32K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
64.3KNew |
$2.6M - $2.95M
|
64.3K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.1KNew |
$488K - $554K
|
12.1K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-655- 52.61% |
$26.5K - $30K
|
590
$27.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
454+ 945.83% |
$18.3K - $20.8K
|
502
$23.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
5.5KNew |
$222K - $252K
|
5.5K
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.14K- 6.74% |
$86.3K - $98K
|
29.6K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$212K - $241K
|
5.25K
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
190+ 7.63% |
$7.67K - $8.72K
|
2.68K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 75.76% |
$2.02K - $2.29K
|
16
$752
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.6% |
$80.8 - $91.7
|
334
$15.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.1KNew |
$287K - $326K
|
7.1K
$334K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
173+ 7.74% |
$6.99K - $7.94K
|
2.41K
$113K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-419- 5.1% |
$16.9K - $19.2K
|
7.8K
$367K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.59% |
$1.25K - $1.42K
|
5.27K
$248K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-980- 99.39% |
$39.6K - $45K
|
6
$282
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
150K+ 113.9% |
$6.05M - $6.87M
|
281K
$13.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-48- 2.85% |
$1.94K - $2.2K
|
1.64K
$77K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-27- 10.98% |
$1.09K - $1.24K
|
219
$10.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.35% |
$40.4 - $45.9
|
75
$3.53K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-18Closed |
$727 - $826
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-526- 97.95% |
$21.2K - $24.1K
|
11
$517
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-769- 9.97% |
$31.1K - $35.3K
|
6.94K
$326K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-777- 13.53% |
$31.4K - $35.6K
|
4.97K
$233K
|
|