Latest Institutional Purchases of Ishares Tr (IYE)
This list provides information on the latest institutional transactions involving Ishares Tr (IYE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
4.79KNew |
$217K - $239K
|
4.79K
$218K
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.44K+ 12.8% |
$201K - $222K
|
39.1K
$1.78M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.43KNew |
$200K - $221K
|
4.43K
$201K
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.41K+ 11.75% |
$199K - $220K
|
41.9K
$1.91M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.4KNew |
$199K - $220K
|
4.4K
$200K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.32KNew |
$196K - $216K
|
4.32K
$197K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.32KNew |
$195K - $216K
|
4.32K
$196K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.25KNew |
$192K - $212K
|
4.25K
$193K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.19KNew |
$190K - $209K
|
4.19K
$191K
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$189K - $209K
|
4.18K
$190K
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.18KNew |
$189K - $209K
|
4.18K
$190K
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.12KNew |
$186K - $206K
|
4.12K
$187K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.69K+ 12.58% |
$167K - $184K
|
33K
$1.5M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.33K+ 17.19% |
$105K - $116K
|
15.9K
$722K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.96K+ 6.0% |
$88.7K - $98K
|
34.6K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.86K+ 6.94% |
$84K - $92.8K
|
28.6K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7K+ 10.37% |
$76.9K - $84.9K
|
18.1K
$823K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.67K+ 23.63% |
$75.3K - $83.2K
|
8.71K
$396K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.55K+ 26.08% |
$70.2K - $77.5K
|
7.5K
$341K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34K+ 2.52% |
$60.8K - $67.1K
|
54.8K
$2.49M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.3K+ 138.47% |
$58.9K - $65.1K
|
2.24K
$102K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 0.81% |
$57.8K - $63.8K
|
159K
$7.24M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.16KNew |
$52.6K - $58.1K
|
1.16K
$52.9K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.13K+ 6.06% |
$51.2K - $56.5K
|
19.8K
$900K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 2.15% |
$48.8K - $53.9K
|
51.4K
$2.34M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
990+ 171.58% |
$44.8K - $49.5K
|
1.57K
$71.3K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
974+ 2.48% |
$44.1K - $48.7K
|
40.2K
$1.83M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
956+ 16.38% |
$43.2K - $47.8K
|
6.79K
$309K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
861+ 10.78% |
$38.9K - $43K
|
8.85K
$402K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
816+ 632.56% |
$36.9K - $40.8K
|
945
$43K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
794+ 66.84% |
$35.9K - $39.7K
|
1.98K
$90.2K
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
764New |
$34.6K - $38.2K
|
764
$34.8K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
717+ 9.28% |
$32.4K - $35.8K
|
8.44K
$384K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
702+ 2.63% |
$31.8K - $35.1K
|
27.4K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
650New |
$29.4K - $32.5K
|
650
$29.6K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
576+ 2.62% |
$26.1K - $28.8K
|
22.5K
$1.02M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
547New |
$24.7K - $27.3K
|
547
$24.9K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
533New |
$24.1K - $26.6K
|
533
$24.2K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
532New |
$24.1K - $26.6K
|
532
$24.2K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
510New |
$23.1K - $25.5K
|
510
$23.2K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
500New |
$22.6K - $25K
|
500
$22.7K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
442New |
$20K - $22.1K
|
442
$20.1K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$19.2K - $21.2K
|
425
$19.3K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
410+ 6.96% |
$18.5K - $20.5K
|
6.3K
$286K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 5.63% |
$17.9K - $19.7K
|
7.41K
$337K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
369+ 4.57% |
$16.7K - $18.4K
|
8.44K
$384K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
360New |
$16.3K - $18K
|
360
$16.4K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
259New |
$11.7K - $12.9K
|
259
$11.8K
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
258+ 0.69% |
$11.7K - $12.9K
|
37.8K
$1.72M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
242+ 0.67% |
$10.9K - $12.1K
|
36.6K
$1.66M
|