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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
16KNew |
$662K - $807K
|
16K
$709K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
11.5K+ 19.04% |
$475K - $580K
|
71.8K
$3.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10.2KNew |
$421K - $513K
|
10.2K
$451K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.61KNew |
$398K - $485K
|
9.61K
$427K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7.25KNew |
$301K - $366K
|
7.25K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.18KNew |
$256K - $312K
|
6.18K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.01KNew |
$249K - $303K
|
6.01K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.5KNew |
$228K - $278K
|
5.5K
$244K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5KNew |
$207K - $253K
|
5K
$222K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.63K+ 59.46% |
$192K - $234K
|
12.4K
$551K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.58KNew |
$190K - $231K
|
4.58K
$203K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.44KNew |
$184K - $224K
|
4.44K
$197K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.43KNew |
$184K - $224K
|
4.43K
$197K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.83KNew |
$159K - $193K
|
3.83K
$170K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.2KNew |
$133K - $162K
|
3.2K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.6KNew |
$108K - $131K
|
2.6K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.89KNew |
$78.2K - $95.3K
|
1.89K
$83.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.47K+ 12.05% |
$61K - $74.3K
|
13.7K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.44K+ 100.0% |
$59.8K - $72.9K
|
2.89K
$128K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.19KNew |
$49.1K - $59.8K
|
1.19K
$52.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.04K+ 10.2% |
$42.9K - $52.3K
|
11.2K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
789New |
$32.7K - $39.8K
|
789
$35K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
583+ 0.91% |
$24.2K - $29.4K
|
64.3K
$2.86M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
548New |
$22.7K - $27.7K
|
548
$24.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
489New |
$20.3K - $24.7K
|
489
$21.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400+ 57.14% |
$16.6K - $20.2K
|
1.1K
$48.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
360+ 102.86% |
$14.9K - $18.2K
|
710
$31.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
330+ 20.47% |
$13.7K - $16.7K
|
1.94K
$86.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
268+ 3.7% |
$11.1K - $13.5K
|
7.5K
$333K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
196New |
$8.12K - $9.9K
|
196
$8.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
182New |
$7.54K - $9.19K
|
182
$8.08K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
159New |
$6.59K - $8.03K
|
159
$7.06K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
80New |
$3.31K - $4.04K
|
80
$3.55K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
70New |
$2.9K - $3.54K
|
70
$3.11K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
48New |
$1.99K - $2.42K
|
48
$2.13K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
32+ 2.08% |
$1.33K - $1.62K
|
1.57K
$69.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13New |
$539 - $657
|
13
$577
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$414 - $505
|
10
$444
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.03% |
$82.9 - $101
|
196
$8.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
32.3KNew |
$1.16M - $1.47M
|
32.3K
$1.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
32.3KNew |
$1.16M - $1.47M
|
32.3K
$1.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
16.2KNew |
$585K - $741K
|
16.2K
$721K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
10.8KNew |
$391K - $495K
|
10.8K
$481K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.32KNew |
$192K - $243K
|
5.32K
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.27KNew |
$190K - $241K
|
5.27K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.19KNew |
$187K - $237K
|
5.19K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.84K+ 4.29% |
$66.4K - $84.1K
|
44.8K
$1.99M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
902New |
$32.5K - $41.2K
|
902
$40.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
735+ 2940.0% |
$26.5K - $33.5K
|
760
$33.8K
|
|