Latest Institutional Sells of Ishares Tr (IYE)
This list provides information on the latest institutional transactions involving Ishares Tr (IYE) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-34.1K- 41.65% |
$1.42M - $1.67M
|
47.8K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-969- 11.9% |
$40.5K - $47.5K
|
7.18K
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-758- 1.48% |
$31.7K - $37.1K
|
50.5K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-515- 12.84% |
$21.5K - $25.2K
|
3.5K
$164K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-470- 8.89% |
$19.6K - $23K
|
4.82K
$226K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-389- 7.12% |
$16.2K - $19K
|
5.07K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-323- 5.89% |
$13.5K - $15.8K
|
5.16K
$243K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-281- 5.79% |
$11.7K - $13.8K
|
4.57K
$215K
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-161- 2.27% |
$6.72K - $7.88K
|
6.94K
$326K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-110- 26.44% |
$4.59K - $5.39K
|
306
$14.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-102- 9.05% |
$4.26K - $4.99K
|
1.03K
$48.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-37- 0.4% |
$1.55K - $1.81K
|
9.13K
$429K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12- 7.41% |
$501 - $588
|
150
$7.05K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-165K- 97.23% |
$6.64M - $7.55M
|
4.69K
$221K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-12.5K- 68.87% |
$504K - $572K
|
5.64K
$265K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.84KClosed |
$276K - $314K
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.33K- 28.2% |
$256K - $290K
|
16.1K
$758K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.14K- 97.39% |
$167K - $190K
|
111
$5.22K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.14K- 6.74% |
$86.3K - $98K
|
29.6K
$1.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.06K- 34.8% |
$83.2K - $94.5K
|
3.86K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.6K- 23.14% |
$64.7K - $73.5K
|
5.32K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-980- 99.39% |
$39.6K - $45K
|
6
$282
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-777- 13.53% |
$31.4K - $35.6K
|
4.97K
$233K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-769- 9.97% |
$31.1K - $35.3K
|
6.94K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-655- 52.61% |
$26.5K - $30K
|
590
$27.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-526- 97.95% |
$21.2K - $24.1K
|
11
$517
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-419- 5.1% |
$16.9K - $19.2K
|
7.8K
$367K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-202- 17.53% |
$8.16K - $9.27K
|
950
$44.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 75.76% |
$2.02K - $2.29K
|
16
$752
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-48- 2.85% |
$1.94K - $2.2K
|
1.64K
$77K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-27- 10.98% |
$1.09K - $1.24K
|
219
$10.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-18Closed |
$727 - $826
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-8- 1.06% |
$323 - $367
|
750
$35.3K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-238K- 97.79% |
$9.67M - $11.7M
|
5.38K
$253K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-80.5K- 93.77% |
$3.27M - $3.95M
|
5.35K
$252K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-77.8K- 91.41% |
$3.16M - $3.82M
|
7.31K
$344K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-28.7K- 78.36% |
$1.17M - $1.41M
|
7.93K
$373K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-15.3K- 57.44% |
$622K - $751K
|
11.3K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.2K- 59.72% |
$619K - $747K
|
10.3K
$483K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.02K- 99.07% |
$367K - $443K
|
85
$4K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.49K- 85.48% |
$101K - $122K
|
423
$19.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.37K- 21.03% |
$55.5K - $67.1K
|
5.13K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.36K- 71.48% |
$55.1K - $66.5K
|
541
$25.4K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.09K- 2.97% |
$44.4K - $53.6K
|
35.7K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.07K- 17.6% |
$43.5K - $52.5K
|
5.01K
$236K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-985- 2.81% |
$40K - $48.3K
|
34.1K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-783- 14.0% |
$31.8K - $38.4K
|
4.81K
$226K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-649- 9.0% |
$26.4K - $31.8K
|
6.57K
$309K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-623- 11.44% |
$25.3K - $30.6K
|
4.82K
$227K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-518- 67.54% |
$21K - $25.4K
|
249
$11.7K
|
|