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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
224KNew |
$9.84M - $11.5M
|
224K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 53.35% |
$9.82M - $11.5M
|
642K
$31M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
54.5KNew |
$2.39M - $2.8M
|
54.5K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
37.5KNew |
$1.65M - $1.93M
|
37.5K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
27.5K+ 71.05% |
$1.21M - $1.41M
|
66.2K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
27.1K+ 179.59% |
$1.19M - $1.39M
|
42.1K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.7K+ 127.64% |
$1.04M - $1.22M
|
42.2K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.8KNew |
$738K - $863K
|
16.8K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11.1KNew |
$490K - $573K
|
11.1K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
11KNew |
$482K - $563K
|
11K
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.5KNew |
$463K - $541K
|
10.5K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 22.41% |
$443K - $519K
|
55.1K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.26K+ 21.93% |
$407K - $476K
|
51.5K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
9.07K+ 65.85% |
$398K - $466K
|
22.8K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.03K+ 189.62% |
$397K - $464K
|
13.8K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.82KNew |
$388K - $453K
|
8.82K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.36KNew |
$323K - $378K
|
7.36K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.78K+ 19.35% |
$298K - $348K
|
41.8K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.71KNew |
$295K - $345K
|
6.71K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.56KNew |
$288K - $337K
|
6.56K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.56K+ 89.45% |
$244K - $286K
|
11.8K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.54K+ 3.9% |
$243K - $285K
|
147K
$7.12M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.49KNew |
$197K - $231K
|
4.49K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.36K+ 15.4% |
$192K - $224K
|
32.7K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.85KNew |
$169K - $198K
|
3.85K
$186K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.62K+ 24.04% |
$159K - $186K
|
18.7K
$901K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 44.59% |
$151K - $177K
|
11.1K
$538K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
3.13KNew |
$138K - $161K
|
3.13K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
3K+ 54.55% |
$132K - $154K
|
8.5K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 58.84% |
$119K - $139K
|
7.32K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.37K+ 22.69% |
$104K - $122K
|
12.8K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.98K+ 33.34% |
$86.8K - $102K
|
7.9K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.66K+ 11.23% |
$73K - $85.3K
|
16.5K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.51K+ 14.76% |
$66.2K - $77.5K
|
11.7K
$566K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.15K+ 16.61% |
$50.6K - $59.2K
|
8.09K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.14K+ 2.34% |
$50K - $58.5K
|
49.7K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 10.65% |
$49.8K - $58.3K
|
11.8K
$569K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 4.1% |
$46.2K - $54K
|
26.7K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
895+ 4.25% |
$39.3K - $46K
|
22K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
710+ 41.42% |
$31.2K - $36.5K
|
2.42K
$117K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
600New |
$26.4K - $30.8K
|
600
$29K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
591+ 820.83% |
$26K - $30.4K
|
663
$32K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
434New |
$19.1K - $22.3K
|
434
$21K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
404New |
$17.7K - $20.8K
|
404
$19.5K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
342+ 6.44% |
$15K - $17.6K
|
5.65K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
334+ 1.4% |
$14.7K - $17.2K
|
24.1K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
320+ 4.2% |
$14.1K - $16.4K
|
7.94K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
290+ 3.9% |
$12.7K - $14.9K
|
7.72K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
263+ 1.18% |
$11.6K - $13.5K
|
22.5K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
247+ 1.67% |
$10.9K - $12.7K
|
15.1K
$727K
|