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 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
124New |
$4.47K - $5.66K
|
124
$5.51K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
73+ 0.86% |
$2.63K - $3.33K
|
8.59K
$381K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$2.24K - $2.83K
|
62
$2.75K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
44New |
$1.59K - $2.01K
|
44
$1.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
43New |
$1.55K - $1.96K
|
43
$1.91K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
10New |
$361 - $456
|
10
$444
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5New |
$180 - $228
|
5
$222
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.13% |
$108 - $137
|
269
$11.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.38% |
$108 - $137
|
220
$9.77K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
57.6KNew |
$2.17M - $2.81M
|
57.6K
$2.56M
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
30.3KNew |
$1.14M - $1.48M
|
30.3K
$1.35M
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
29.6KNew |
$1.11M - $1.45M
|
29.6K
$1.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
10.7KNew |
$401K - $520K
|
10.7K
$473K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
575+ 5.35% |
$21.6K - $28.1K
|
11.3K
$502K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400New |
$15.1K - $19.5K
|
400
$17.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
342+ 3.53% |
$12.9K - $16.7K
|
10K
$445K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
269New |
$10.1K - $13.1K
|
269
$11.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
85New |
$3.2K - $4.15K
|
85
$3.77K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
58New |
$2.18K - $2.83K
|
58
$2.58K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
55New |
$2.07K - $2.69K
|
55
$2.44K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$1.88K - $2.44K
|
50
$2.22K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
19New |
$715 - $928
|
19
$844
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.01% |
$113 - $146
|
35.3K
$1.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
51.1KNew |
$1.58M - $2.15M
|
51.1K
$2.27M
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10.7KNew |
$330K - $449K
|
10.7K
$473K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.34KNew |
$258K - $351K
|
8.34K
$370K
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
6KNew |
$186K - $253K
|
6K
$266K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.36KNew |
$166K - $226K
|
5.36K
$238K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
268New |
$8.31K - $11.3K
|
268
$11.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$31 - $42.1
|
3.03K
$135K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.19KNew |
$236K - $265K
|
8.19K
$364K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.19KNew |
$91.8K - $103K
|
3.19K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
927New |
$26.7K - $30K
|
927
$41.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
175New |
$5.04K - $5.66K
|
175
$7.77K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
74New |
$2.13K - $2.39K
|
74
$3.29K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
74New |
$2.13K - $2.39K
|
74
$3.29K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
29+ 19.33% |
$835 - $938
|
179
$7.95K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
1+ 12.5% |
$28.8 - $32.4
|
9
$400
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
47.2KNew |
$1.17M - $1.4M
|
47.2K
$2.09M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.8KNew |
$69.3K - $82.7K
|
2.8K
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
139New |
$3.45K - $4.11K
|
139
$6.17K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.4KNew |
$437K - $521K
|
17.4K
$771K
|
|
|
Jul 29, 2021
Q2 2021
|
Narwhal Capital Management
|
BUY
|
- |
8.83KNew |
$222K - $265K
|
8.83K
$392K
|
|
|
Aug 13, 2021
Q2 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.6KNew |
$141K - $168K
|
5.6K
$248K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
17New |
$428 - $510
|
17
$755
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
11New |
$277 - $330
|
11
$489
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
2New |
$50.4 - $60
|
2
$88.8
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
336New |
$6.82K - $9.57K
|
336
$14.9K
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
215New |
$4.36K - $6.12K
|
215
$9.55K
|
|