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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.52KNew |
$362K - $411K
|
8.52K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
15.1KNew |
$641K - $727K
|
15.1K
$685K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.14KNew |
$219K - $248K
|
5.14K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-315- 21.49% |
$13.4K - $15.2K
|
1.15K
$52.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.37KNew |
$228K - $259K
|
5.37K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
29+ 0.54% |
$1.23K - $1.4K
|
5.37K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
224New |
$9.53K - $10.8K
|
224
$10.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.54KNew |
$363K - $412K
|
8.54K
$388K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
30+ 1.53% |
$1.28K - $1.45K
|
1.99K
$90.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.72K- 23.66% |
$158K - $180K
|
12K
$546K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.74KNew |
$74.2K - $84.2K
|
1.74K
$79.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
132+ 1.65% |
$5.62K - $6.37K
|
8.12K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
518New |
$22K - $25K
|
518
$23.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 7.5% |
$2.55K - $2.9K
|
740
$33.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-500- 4.01% |
$21.3K - $24.1K
|
12K
$544K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
211New |
$8.98K - $10.2K
|
211
$9.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
29K+ 189.73% |
$1.23M - $1.4M
|
44.3K
$2.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.37K- 5.13% |
$58.1K - $65.9K
|
25.2K
$1.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
140+ 8.54% |
$5.96K - $6.76K
|
1.78K
$81K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
841+ 84100.0% |
$35.8K - $40.6K
|
842
$38.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
17.4KNew |
$739K - $838K
|
17.4K
$790K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
22.5KNew |
$959K - $1.09M
|
22.5K
$1.03M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-281- 5.79% |
$11.7K - $13.8K
|
4.57K
$208K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.17KNew |
$48.9K - $57.3K
|
1.17K
$53.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8.71KNew |
$364K - $426K
|
8.71K
$396K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
152New |
$6.35K - $7.44K
|
152
$6.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.15KNew |
$215K - $252K
|
5.15K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
977+ 7.91% |
$40.8K - $47.8K
|
13.3K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-515- 12.84% |
$21.5K - $25.2K
|
3.5K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-323- 5.89% |
$13.5K - $15.8K
|
5.16K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.51KNew |
$313K - $368K
|
7.51K
$341K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200New |
$8.35K - $9.79K
|
200
$9.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-969- 11.9% |
$40.5K - $47.5K
|
7.18K
$326K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.02KNew |
$251K - $295K
|
6.02K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.6KNew |
$1.11M - $1.3M
|
26.6K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.19KNew |
$384K - $450K
|
9.19K
$418K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-34.1K- 41.65% |
$1.42M - $1.67M
|
47.8K
$2.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.41KNew |
$184K - $216K
|
4.41K
$201K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$209 - $245
|
5
$227
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.16KNew |
$215K - $253K
|
5.16K
$235K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-161- 2.27% |
$6.72K - $7.88K
|
6.94K
$316K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$4.18K - $4.9K
|
100
$4.55K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
209KNew |
$8.73M - $10.2M
|
209K
$9.51M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-110- 26.44% |
$4.59K - $5.39K
|
306
$13.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-758- 1.48% |
$31.7K - $37.1K
|
50.5K
$2.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
106New |
$4.43K - $5.19K
|
106
$4.82K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-389- 7.12% |
$16.2K - $19K
|
5.07K
$231K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-102- 9.05% |
$4.26K - $4.99K
|
1.03K
$46.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.32KNew |
$222K - $260K
|
5.32K
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
13New |
$543 - $637
|
13
$591
|
|