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 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.51K+ 14.76% |
$66.2K - $77.5K
|
11.7K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 4.89% |
$66K - $77.2K
|
32.2K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.15K+ 16.61% |
$50.6K - $59.2K
|
8.09K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.14K+ 2.34% |
$50K - $58.5K
|
49.7K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.13K+ 10.65% |
$49.8K - $58.3K
|
11.8K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.06KNew |
$46.3K - $54.2K
|
1.06K
$50K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 4.1% |
$46.2K - $54K
|
26.7K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
895+ 4.25% |
$39.3K - $46K
|
22K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
818+ 1.67% |
$35.9K - $42K
|
49.9K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
796+ 1.85% |
$35K - $40.9K
|
43.7K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
764New |
$33.6K - $39.2K
|
764
$36.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
750+ 2.04% |
$32.9K - $38.5K
|
37.6K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
710+ 41.42% |
$31.2K - $36.5K
|
2.42K
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
600New |
$26.4K - $30.8K
|
600
$28.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
591+ 820.83% |
$26K - $30.4K
|
663
$31.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
494+ 14.68% |
$21.7K - $25.4K
|
3.86K
$183K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
434New |
$19.1K - $22.3K
|
434
$20.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
404New |
$17.7K - $20.8K
|
404
$19.2K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
342+ 6.44% |
$15K - $17.6K
|
5.65K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
334+ 1.4% |
$14.7K - $17.2K
|
24.1K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
320+ 4.2% |
$14.1K - $16.4K
|
7.94K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
294New |
$12.9K - $15.1K
|
294
$13.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
290+ 3.9% |
$12.7K - $14.9K
|
7.72K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
288+ 32.0% |
$12.7K - $14.8K
|
1.19K
$56.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
276+ 2.53% |
$12.1K - $14.2K
|
11.2K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
263+ 1.18% |
$11.6K - $13.5K
|
22.5K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
247+ 1.67% |
$10.9K - $12.7K
|
15.1K
$715K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
206+ 0.57% |
$9.05K - $10.6K
|
36.4K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
182+ 2.54% |
$8K - $9.35K
|
7.35K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
130+ 1.65% |
$5.71K - $6.68K
|
7.99K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
127+ 17.61% |
$5.58K - $6.52K
|
848
$40.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
127New |
$5.58K - $6.52K
|
127
$6.02K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
114+ 0.24% |
$5.01K - $5.86K
|
48.3K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
113+ 0.7% |
$4.96K - $5.8K
|
16.3K
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
108+ 0.54% |
$4.74K - $5.55K
|
20.1K
$954K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
101+ 0.6% |
$4.44K - $5.19K
|
16.8K
$798K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.39K - $5.14K
|
100
$4.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
97+ 4.62% |
$4.26K - $4.98K
|
2.2K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
97+ 1.06% |
$4.26K - $4.98K
|
9.27K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
96+ 2.14% |
$4.22K - $4.93K
|
4.58K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
87New |
$3.82K - $4.47K
|
87
$4.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
85+ 35.12% |
$3.73K - $4.37K
|
327
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
60New |
$2.64K - $3.08K
|
60
$2.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47+ 1.97% |
$2.06K - $2.41K
|
2.43K
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
41+ 0.71% |
$1.8K - $2.11K
|
5.83K
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
40New |
$1.76K - $2.05K
|
40
$1.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28+ 147.37% |
$1.23K - $1.44K
|
47
$2.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
27+ 9.15% |
$1.19K - $1.39K
|
322
$15.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
21+ 9.25% |
$923 - $1.08K
|
248
$11.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 0.28% |
$879 - $1.03K
|
7.22K
$342K
|