Purchases and Sales Made in Q3 2023 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
209KNew |
$8.73M - $10.2M
|
209K
$9.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
193KNew |
$8.07M - $9.47M
|
193K
$8.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$4.41M - $5.17M
|
105K
$4.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99K+ 36.14% |
$4.13M - $4.85M
|
373K
$16.8M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.7K+ 18.79% |
$4.12M - $4.83M
|
624K
$28.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.8K+ 11.2% |
$2.62M - $3.08M
|
624K
$28.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
47.8K+ 740.91% |
$2M - $2.34M
|
54.2K
$2.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.1K+ 55.6% |
$1.97M - $2.31M
|
132K
$5.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
41.4KNew |
$1.73M - $2.03M
|
41.4K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.6KNew |
$1.11M - $1.3M
|
26.6K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24KNew |
$1M - $1.17M
|
24K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22.5KNew |
$939K - $1.1M
|
22.5K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13.7K+ 231.15% |
$573K - $672K
|
19.6K
$885K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 8.19% |
$537K - $630K
|
170K
$7.66M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12.4KNew |
$518K - $608K
|
12.4K
$559K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4K+ 9.21% |
$516K - $605K
|
147K
$6.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 0.51% |
$486K - $570K
|
2.3M
$104M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 135.77% |
$455K - $533K
|
18.9K
$852K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.3K+ 8.28% |
$430K - $505K
|
135K
$6.07M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.19KNew |
$384K - $450K
|
9.19K
$414K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.15KNew |
$382K - $448K
|
9.15K
$412K
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8.71KNew |
$364K - $426K
|
8.71K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.89KNew |
$330K - $386K
|
7.89K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.51KNew |
$313K - $368K
|
7.51K
$338K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
6.93K+ 6.13% |
$289K - $339K
|
120K
$5.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.9KNew |
$288K - $338K
|
6.9K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.46K+ 21.49% |
$270K - $317K
|
36.5K
$1.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.12KNew |
$255K - $300K
|
6.12K
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.02KNew |
$251K - $295K
|
6.02K
$271K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.89KNew |
$246K - $288K
|
5.89K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.71K+ 4.05% |
$238K - $280K
|
147K
$6.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.32KNew |
$222K - $260K
|
5.32K
$239K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.16KNew |
$215K - $253K
|
5.16K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.15KNew |
$215K - $252K
|
5.15K
$232K
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.9K+ 22.54% |
$204K - $240K
|
26.6K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.42KNew |
$184K - $216K
|
4.42K
$199K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.41KNew |
$184K - $216K
|
4.41K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.32K+ 21.92% |
$180K - $212K
|
24K
$1.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.25KNew |
$177K - $208K
|
4.25K
$191K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 8.21% |
$140K - $164K
|
44.2K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.35KNew |
$140K - $164K
|
3.35K
$151K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.35K+ 21.94% |
$140K - $164K
|
18.6K
$839K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.04K+ 8.05% |
$85.4K - $100K
|
27.4K
$1.24M
|
|
|
Oct 18, 2023
Q3 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
2KNew |
$83.5K - $97.9K
|
2K
$90.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.96KNew |
$81.8K - $96K
|
1.96K
$88.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.66K+ 20.34% |
$69.4K - $81.4K
|
9.84K
$443K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.61KNew |
$67.2K - $78.8K
|
1.61K
$72.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51K+ 1.91% |
$63.1K - $74K
|
80.8K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 16.29% |
$61.6K - $72.3K
|
10.5K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.47KNew |
$61.2K - $71.8K
|
1.47K
$66.1K
|