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 |
|---|---|---|---|---|---|---|---|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.17KNew |
$48.9K - $57.3K
|
1.17K
$52K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
977+ 7.91% |
$40.8K - $47.8K
|
13.3K
$592K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$16.7K - $19.6K
|
400
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200New |
$8.35K - $9.79K
|
200
$8.88K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
152New |
$6.35K - $7.44K
|
152
$6.75K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
106New |
$4.43K - $5.19K
|
106
$4.71K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$4.18K - $4.9K
|
100
$4.44K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
13New |
$543 - $637
|
13
$577
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$209 - $245
|
5
$222
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
150K+ 113.9% |
$6.05M - $6.87M
|
281K
$12.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
123KNew |
$4.97M - $5.65M
|
123K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
64.3KNew |
$2.6M - $2.95M
|
64.3K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.1KNew |
$488K - $554K
|
12.1K
$537K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.1KNew |
$287K - $326K
|
7.1K
$315K
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
5.5KNew |
$222K - $252K
|
5.5K
$244K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.41KNew |
$219K - $248K
|
5.41K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25KNew |
$212K - $241K
|
5.25K
$233K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
632New |
$25.5K - $29K
|
632
$28.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
454+ 945.83% |
$18.3K - $20.8K
|
502
$22.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
190+ 7.63% |
$7.67K - $8.72K
|
2.68K
$119K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
173+ 7.74% |
$6.99K - $7.94K
|
2.41K
$107K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50+ 25.0% |
$2.02K - $2.29K
|
250
$11.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.59% |
$1.25K - $1.42K
|
5.27K
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.6% |
$80.8 - $91.7
|
334
$14.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.35% |
$40.4 - $45.9
|
75
$3.33K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
51.5KNew |
$2.09M - $2.53M
|
51.5K
$2.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
7.7KNew |
$313K - $378K
|
7.7K
$342K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.87KNew |
$238K - $288K
|
5.87K
$261K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.58KNew |
$227K - $274K
|
5.58K
$248K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.79KNew |
$195K - $235K
|
4.79K
$213K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.32KNew |
$94.4K - $114K
|
2.32K
$103K
|
|
|
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 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.85K+ 40.19% |
$75.2K - $90.8K
|
6.46K
$287K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
638New |
$25.9K - $31.3K
|
638
$28.3K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
493New |
$20K - $24.2K
|
493
$21.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
430+ 2150.0% |
$17.5K - $21.1K
|
450
$20K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
357+ 31.32% |
$14.5K - $17.5K
|
1.5K
$66.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
305+ 8.13% |
$12.4K - $15K
|
4.06K
$180K
|
|
|
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 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
106+ 30.2% |
$4.31K - $5.2K
|
457
$20.3K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
84+ 72.41% |
$3.41K - $4.12K
|
200
$8.88K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
77New |
$3.13K - $3.78K
|
77
$3.42K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8+ 0.13% |
$325 - $393
|
6.24K
$277K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7+ 35.0% |
$284 - $343
|
27
$1.2K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
121K+ 8038.89% |
$5.02M - $6.12M
|
123K
$5.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
97.3KNew |
$4.03M - $4.91M
|
97.3K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
88KNew |
$3.65M - $4.44M
|
88K
$3.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
50.9KNew |
$2.11M - $2.57M
|
50.9K
$2.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
26.9KNew |
$1.11M - $1.36M
|
26.9K
$1.19M
|
|