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 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 1.06% |
$323 - $367
|
750
$33.3K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.41KNew |
$219K - $248K
|
5.41K
$240K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
632New |
$25.5K - $29K
|
632
$28.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.33K- 28.2% |
$256K - $290K
|
16.1K
$716K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-12.5K- 68.87% |
$504K - $572K
|
5.64K
$250K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
123KNew |
$4.97M - $5.65M
|
123K
$5.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.14K- 97.39% |
$167K - $190K
|
111
$4.93K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-165K- 97.23% |
$6.64M - $7.55M
|
4.69K
$208K
|
|
| Q1 2023 | |||||||
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-28.7K- 78.36% |
$1.17M - $1.41M
|
7.93K
$352K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
430+ 2150.0% |
$17.5K - $21.1K
|
450
$20K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.49K- 85.48% |
$101K - $122K
|
423
$18.8K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-623- 11.44% |
$25.3K - $30.6K
|
4.82K
$214K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-53- 22.75% |
$2.15K - $2.6K
|
180
$7.99K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-48- 1.58% |
$1.95K - $2.36K
|
2.98K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.89KNew |
$76.8K - $92.7K
|
1.89K
$83.9K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.02K- 99.07% |
$367K - $443K
|
85
$3.77K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-783- 14.0% |
$31.8K - $38.4K
|
4.81K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
204+ 0.57% |
$8.29K - $10K
|
35.9K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
148+ 227.69% |
$6.01K - $7.26K
|
213
$9.46K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.2K- 59.72% |
$619K - $747K
|
10.3K
$456K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.79KNew |
$195K - $235K
|
4.79K
$213K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.09K- 2.97% |
$44.4K - $53.6K
|
35.7K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
357+ 31.32% |
$14.5K - $17.5K
|
1.5K
$66.5K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.87KNew |
$238K - $288K
|
5.87K
$261K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.85K+ 40.19% |
$75.2K - $90.8K
|
6.46K
$287K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.07K- 17.6% |
$43.5K - $52.5K
|
5.01K
$222K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
51.5KNew |
$2.09M - $2.53M
|
51.5K
$2.29M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-77.8K- 91.41% |
$3.16M - $3.82M
|
7.31K
$325K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
106+ 30.2% |
$4.31K - $5.2K
|
457
$20.3K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-322- 3.3% |
$13.1K - $15.8K
|
9.43K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7+ 35.0% |
$284 - $343
|
27
$1.2K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-42- 35.29% |
$1.71K - $2.06K
|
77
$3.42K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
84+ 72.41% |
$3.41K - $4.12K
|
200
$8.88K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
493New |
$20K - $24.2K
|
493
$21.9K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
77New |
$3.13K - $3.78K
|
77
$3.42K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.36K- 71.48% |
$55.1K - $66.5K
|
541
$24K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-80.5K- 93.77% |
$3.27M - $3.95M
|
5.35K
$238K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-15.3K- 57.44% |
$622K - $751K
|
11.3K
$504K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.58KNew |
$227K - $274K
|
5.58K
$248K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.32KNew |
$94.4K - $114K
|
2.32K
$103K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-238K- 97.79% |
$9.67M - $11.7M
|
5.38K
$239K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
638New |
$25.9K - $31.3K
|
638
$28.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-518- 67.54% |
$21K - $25.4K
|
249
$11.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8+ 0.13% |
$325 - $393
|
6.24K
$277K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
7.7KNew |
$313K - $378K
|
7.7K
$342K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-34- 0.96% |
$1.38K - $1.67K
|
3.49K
$155K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-649- 9.0% |
$26.4K - $31.8K
|
6.57K
$292K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.37K- 21.03% |
$55.5K - $67.1K
|
5.13K
$228K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
305+ 8.13% |
$12.4K - $15K
|
4.06K
$180K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-985- 2.81% |
$40K - $48.3K
|
34.1K
$1.51M
|
|