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 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-125- 2.15% |
$5.22K - $6.12K
|
5.69K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-131- 0.39% |
$5.47K - $6.42K
|
33.1K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-161- 2.27% |
$6.72K - $7.88K
|
6.94K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-165- 0.75% |
$6.89K - $8.08K
|
21.9K
$985K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-242- 0.85% |
$10.1K - $11.9K
|
28.3K
$1.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 28.57% |
$10.4K - $12.2K
|
625
$28.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-256- 3.11% |
$10.7K - $12.5K
|
7.99K
$360K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-256- 3.11% |
$10.7K - $12.5K
|
7.99K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-267- 5.52% |
$11.1K - $13.1K
|
4.57K
$206K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-272- 5.74% |
$11.4K - $13.3K
|
4.46K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-281- 5.79% |
$11.7K - $13.8K
|
4.57K
$206K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-281- 5.79% |
$11.7K - $13.8K
|
4.57K
$206K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-287- 5.4% |
$12K - $14.1K
|
5.02K
$226K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-306- 3.96% |
$12.8K - $15K
|
7.43K
$335K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-317- 2.98% |
$13.2K - $15.5K
|
10.3K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-323- 5.89% |
$13.5K - $15.8K
|
5.16K
$233K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-343- 1.36% |
$14.3K - $16.8K
|
24.8K
$1.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-350- 7.87% |
$14.6K - $17.1K
|
4.1K
$185K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-375- 32.95% |
$15.7K - $18.4K
|
763
$34.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-376- 3.79% |
$15.7K - $18.4K
|
9.56K
$431K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-389- 7.12% |
$16.2K - $19K
|
5.07K
$229K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-409- 11.19% |
$17.1K - $20K
|
3.25K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-446- 3.86% |
$18.6K - $21.8K
|
11.1K
$500K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-470- 8.89% |
$19.6K - $23K
|
4.82K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-475- 42.68% |
$19.8K - $23.3K
|
638
$28.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-500- 3.66% |
$20.9K - $24.5K
|
13.2K
$593K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-500- 4.15% |
$20.9K - $24.5K
|
11.6K
$521K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-510- 4.28% |
$21.3K - $25K
|
11.4K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-515- 12.84% |
$21.5K - $25.2K
|
3.5K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-567- 3.01% |
$23.7K - $27.8K
|
18.3K
$822K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-568- 5.02% |
$23.7K - $27.8K
|
10.7K
$484K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-610- 10.82% |
$25.5K - $29.9K
|
5.03K
$227K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-628- 4.02% |
$26.2K - $30.8K
|
15K
$675K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-635- 7.21% |
$26.5K - $31.1K
|
8.17K
$368K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-711- 1.33% |
$29.7K - $34.8K
|
52.6K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-728- 9.67% |
$30.4K - $35.7K
|
6.8K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-751- 4.68% |
$31.4K - $36.8K
|
15.3K
$689K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-758- 1.48% |
$31.7K - $37.1K
|
50.5K
$2.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-783- 9.65% |
$32.7K - $38.3K
|
7.33K
$330K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-786- 7.73% |
$32.8K - $38.5K
|
9.38K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-969- 11.9% |
$40.5K - $47.5K
|
7.18K
$323K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.05K- 18.71% |
$44K - $51.6K
|
4.58K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.07K- 3.94% |
$44.6K - $52.3K
|
26K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.11K- 9.91% |
$46.5K - $54.6K
|
10.1K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.24K- 5.99% |
$51.9K - $60.8K
|
19.5K
$879K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 16.29% |
$53.8K - $63.1K
|
6.62K
$298K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.4K- 10.01% |
$58.3K - $68.4K
|
12.5K
$565K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.41K- 8.12% |
$58.7K - $68.8K
|
15.9K
$716K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.44K- 15.62% |
$60.3K - $70.7K
|
7.8K
$351K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.62K- 33.47% |
$67.7K - $79.3K
|
3.22K
$145K
|