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 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
241+ 0.99% |
$10.9K - $12K
|
24.7K
$1.12M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
210New |
$9.5K - $10.5K
|
210
$9.55K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
164+ 0.37% |
$7.42K - $8.19K
|
43.9K
$2M
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
153+ 1.49% |
$6.92K - $7.64K
|
10.4K
$474K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131+ 6.04% |
$5.93K - $6.54K
|
2.3K
$105K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
125+ 2.73% |
$5.65K - $6.24K
|
4.7K
$214K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
111+ 0.68% |
$5.02K - $5.54K
|
16.4K
$745K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39+ 0.67% |
$1.76K - $1.95K
|
5.87K
$267K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 0.59% |
$1.09K - $1.2K
|
4.11K
$187K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 0.4% |
$905 - $999
|
5.04K
$229K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20+ 3.62% |
$905 - $999
|
573
$26.1K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 0.14% |
$859 - $949
|
13.7K
$623K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 0.85% |
$633 - $699
|
1.65K
$75.2K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12+ 0.71% |
$543 - $599
|
1.71K
$77.7K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
6+ 0.08% |
$271 - $300
|
7.11K
$323K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.6% |
$226 - $250
|
840
$38.2K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$45.2 - $50
|
10.7K
$487K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.12% |
$45.2 - $50
|
829
$37.7K
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 1.15% |
$45.2 - $50
|
88
$4K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$45.2 - $50
|
8.09K
$368K
|
|
Q4 2024 | |||||||
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
54.5KNew |
$2.39M - $2.8M
|
54.5K
$2.48M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
43.1KNew |
$1.89M - $2.21M
|
43.1K
$1.96M
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
27.5K+ 71.05% |
$1.21M - $1.41M
|
66.2K
$3.01M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.8KNew |
$738K - $863K
|
16.8K
$764K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11.1KNew |
$490K - $573K
|
11.1K
$507K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11KNew |
$482K - $563K
|
11K
$499K
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.5KNew |
$463K - $541K
|
10.5K
$479K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.03K+ 189.62% |
$397K - $464K
|
13.8K
$627K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.36KNew |
$367K - $429K
|
8.36K
$380K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.78K+ 19.35% |
$298K - $348K
|
41.8K
$1.9M
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6.66KNew |
$292K - $342K
|
6.66K
$303K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.63K+ 76.59% |
$291K - $341K
|
15.3K
$696K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.56KNew |
$288K - $337K
|
6.56K
$298K
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.16KNew |
$271K - $316K
|
6.16K
$280K
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
6.06KNew |
$266K - $312K
|
6.06K
$276K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.35KNew |
$235K - $275K
|
5.35K
$243K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.61KNew |
$202K - $237K
|
4.61K
$209K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.49KNew |
$197K - $231K
|
4.49K
$204K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
4.06K+ 36.52% |
$178K - $209K
|
15.2K
$691K
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.48KNew |
$153K - $179K
|
3.48K
$158K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.13KNew |
$138K - $161K
|
3.13K
$143K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.19KNew |
$96.1K - $112K
|
2.19K
$99.5K
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.98K+ 33.34% |
$86.8K - $102K
|
7.9K
$360K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
748New |
$32.9K - $38.4K
|
748
$34K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
600New |
$26.4K - $30.8K
|
600
$27.3K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
591+ 820.83% |
$26K - $30.4K
|
663
$30.2K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
434New |
$19.1K - $22.3K
|
434
$19.7K
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
404New |
$17.7K - $20.8K
|
404
$18.4K
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
342+ 6.44% |
$15K - $17.6K
|
5.65K
$257K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
294New |
$12.9K - $15.1K
|
294
$13.4K
|