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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-299- 1.89% |
$13.1K - $15.4K
|
15.5K
$751K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-366- 1.03% |
$16.1K - $18.8K
|
35.2K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-392- 2.51% |
$17.2K - $20.1K
|
15.3K
$736K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-434- 1.72% |
$19.1K - $22.3K
|
24.7K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-530- 10.33% |
$23.3K - $27.2K
|
4.6K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-576- 2.31% |
$25.3K - $29.6K
|
24.4K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-593- 4.39% |
$26.1K - $30.5K
|
12.9K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-805- 3.65% |
$35.4K - $41.4K
|
21.2K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-951- 8.47% |
$41.8K - $48.9K
|
10.3K
$496K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-980- 17.72% |
$43.1K - $50.3K
|
4.55K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-995- 16.76% |
$43.7K - $51.1K
|
4.94K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1K- 63.41% |
$43.9K - $51.4K
|
577
$27.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 40.04% |
$48.1K - $56.3K
|
1.64K
$79.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.12K- 7.64% |
$49.2K - $57.5K
|
13.5K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.27K- 2.21% |
$55.7K - $65.1K
|
56.2K
$2.71M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.27K- 2.6% |
$55.7K - $65.1K
|
47.5K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 17.65% |
$58.6K - $68.5K
|
6.22K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.49K- 16.12% |
$65.2K - $76.3K
|
7.73K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.56K- 12.3% |
$68.7K - $80.3K
|
11.1K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.07K- 5.47% |
$91K - $106K
|
35.8K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.36K- 8.44% |
$104K - $121K
|
25.6K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.39K- 0.38% |
$105K - $123K
|
623K
$30.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.5K- 89.13% |
$110K - $128K
|
305
$14.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.54K- 4.23% |
$112K - $131K
|
57.6K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3K- 5.62% |
$132K - $154K
|
50.4K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.1K- 54.25% |
$136K - $159K
|
2.62K
$126K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-5K- 44.81% |
$220K - $257K
|
6.16K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.78K- 3.94% |
$254K - $297K
|
141K
$6.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.78K- 41.08% |
$298K - $348K
|
9.72K
$469K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-7.56K- 48.37% |
$332K - $388K
|
8.07K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.65K- 14.91% |
$380K - $444K
|
49.3K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.88K- 3.78% |
$390K - $456K
|
226K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.4K- 43.26% |
$458K - $536K
|
13.7K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 12.43% |
$767K - $897K
|
123K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-46.8K- 16.01% |
$2.06M - $2.4M
|
246K
$11.9M
|