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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.63K- 10.5% |
$67.9K - $79.6K
|
13.8K
$624K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.7K- 3.4% |
$71.1K - $83.3K
|
48.4K
$2.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.8K- 6.71% |
$75K - $87.9K
|
25K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 30.37% |
$78.2K - $91.7K
|
4.29K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.11K- 5.95% |
$87.9K - $103K
|
33.3K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.18K- 12.49% |
$91.2K - $107K
|
15.3K
$689K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.21K- 21.54% |
$92.2K - $108K
|
8.04K
$362K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.44K- 32.56% |
$102K - $119K
|
5.05K
$228K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.54K- 26.76% |
$106K - $124K
|
6.95K
$313K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.61K- 17.45% |
$109K - $128K
|
12.3K
$556K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.66K- 14.45% |
$111K - $130K
|
15.7K
$709K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.73K- 13.38% |
$114K - $134K
|
17.7K
$796K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.05K- 8.44% |
$127K - $150K
|
33.1K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.21K- 4.68% |
$134K - $157K
|
65.3K
$2.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.37K- 26.07% |
$141K - $165K
|
9.56K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.48K- 32.26% |
$145K - $171K
|
7.31K
$330K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.51K- 13.55% |
$147K - $172K
|
22.4K
$1.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.77K- 25.85% |
$158K - $185K
|
10.8K
$487K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-3.88K- 20.1% |
$162K - $190K
|
15.4K
$695K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-3.95K- 5.04% |
$165K - $193K
|
74.3K
$3.35M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.13K- 43.38% |
$172K - $202K
|
5.39K
$243K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.25K- 13.93% |
$178K - $208K
|
26.3K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.29K- 33.47% |
$179K - $210K
|
8.53K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.39K- 23.82% |
$183K - $215K
|
14.1K
$633K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.41K- 6.22% |
$184K - $216K
|
66.4K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.96K- 39.05% |
$207K - $243K
|
7.74K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.16K- 4.53% |
$215K - $253K
|
109K
$4.91M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.6K- 15.05% |
$234K - $274K
|
31.6K
$1.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.86K- 16.0% |
$245K - $287K
|
30.8K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.15K- 0.49% |
$299K - $350K
|
1.45M
$65.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.22K- 41.87% |
$301K - $354K
|
10K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.53K- 13.05% |
$314K - $369K
|
50.2K
$2.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.2K- 44.53% |
$343K - $402K
|
10.2K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.7K- 46.52% |
$363K - $426K
|
10K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.4K- 6.67% |
$433K - $508K
|
145K
$6.53M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.4K- 63.32% |
$685K - $803K
|
9.5K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.2K- 9.47% |
$761K - $893K
|
174K
$7.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-22.3K- 3.3% |
$933K - $1.09M
|
654K
$29.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.5K- 19.74% |
$941K - $1.1M
|
91.6K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.7K- 16.97% |
$949K - $1.11M
|
111K
$5.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28.2K- 35.68% |
$1.18M - $1.38M
|
50.9K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.6K- 12.45% |
$1.19M - $1.4M
|
201K
$9.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.2K- 3.02% |
$1.26M - $1.48M
|
968K
$43.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-34.1K- 41.65% |
$1.42M - $1.67M
|
47.8K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.9K- 7.92% |
$1.5M - $1.76M
|
417K
$18.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.5K- 14.07% |
$1.77M - $2.08M
|
260K
$11.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-56.8K- 78.87% |
$2.37M - $2.78M
|
15.2K
$686K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59.2K- 55.95% |
$2.47M - $2.9M
|
46.6K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-59.3K- 64.82% |
$2.48M - $2.9M
|
32.2K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.7K- 95.97% |
$2.7M - $3.17M
|
2.72K
$122K
|