Purchases and Sales Made in Q4 2024 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-15- 0.16% |
$659 - $771
|
9.43K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-21- 0.36% |
$923 - $1.08K
|
5.84K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-26- 0.52% |
$1.14K - $1.34K
|
5K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-38- 0.68% |
$1.67K - $1.95K
|
5.53K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 8.95% |
$1.76K - $2.05K
|
407
$19.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 9.52% |
$2.2K - $2.57K
|
475
$22.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-76- 1.29% |
$3.34K - $3.9K
|
5.83K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-154- 64.44% |
$6.77K - $7.91K
|
85
$4.05K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-156- 2.56% |
$6.85K - $8.01K
|
5.95K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-192- 2.66% |
$8.43K - $9.86K
|
7.01K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-194- 2.48% |
$8.52K - $9.97K
|
7.64K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-199- 2.49% |
$8.74K - $10.2K
|
7.78K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-221- 1.52% |
$9.71K - $11.4K
|
14.3K
$681K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-284- 4.3% |
$12.5K - $14.6K
|
6.32K
$301K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-299- 1.89% |
$13.1K - $15.4K
|
15.5K
$741K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-366- 1.03% |
$16.1K - $18.8K
|
35.2K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-530- 10.33% |
$23.3K - $27.2K
|
4.6K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-593- 4.39% |
$26.1K - $30.5K
|
12.9K
$616K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-805- 3.65% |
$35.4K - $41.4K
|
21.2K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-951- 8.47% |
$41.8K - $48.9K
|
10.3K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-995- 16.76% |
$43.7K - $51.1K
|
4.94K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1K- 63.41% |
$43.9K - $51.4K
|
577
$27.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 40.04% |
$48.1K - $56.3K
|
1.64K
$78.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.12K- 7.64% |
$49.2K - $57.5K
|
13.5K
$646K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.27K- 2.6% |
$55.7K - $65.1K
|
47.5K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.27K- 2.21% |
$55.7K - $65.1K
|
56.2K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 17.65% |
$58.6K - $68.5K
|
6.22K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.56K- 12.3% |
$68.7K - $80.3K
|
11.1K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.07K- 5.47% |
$91K - $106K
|
35.8K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.5K- 89.13% |
$110K - $128K
|
305
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.54K- 4.23% |
$112K - $131K
|
57.6K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.1K- 54.25% |
$136K - $159K
|
2.62K
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-5K- 44.81% |
$220K - $257K
|
6.16K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.78K- 41.08% |
$298K - $348K
|
9.72K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-7.56K- 48.37% |
$332K - $388K
|
8.07K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.88K- 3.78% |
$390K - $456K
|
226K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.4K- 43.26% |
$458K - $536K
|
13.7K
$652K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-46.8K- 16.01% |
$2.06M - $2.4M
|
246K
$11.7M
|