Latest Institutional Transactions on Ishares Tr (IYE)
This table provides information on the latest institutional transactions involving Ishares Tr (IYE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.56K+ 89.45% |
$244K - $286K
|
11.8K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
3.85KNew |
$169K - $198K
|
3.85K
$187K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-38- 0.68% |
$1.67K - $1.95K
|
5.53K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.12K- 7.64% |
$49.2K - $57.5K
|
13.5K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-154- 64.44% |
$6.77K - $7.91K
|
85
$4.11K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.56K- 12.3% |
$68.7K - $80.3K
|
11.1K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 44.59% |
$151K - $177K
|
11.1K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-21- 0.36% |
$923 - $1.08K
|
5.84K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
60New |
$2.64K - $3.08K
|
60
$2.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 58.84% |
$119K - $139K
|
7.32K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
334+ 1.4% |
$14.7K - $17.2K
|
24.1K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
320+ 4.2% |
$14.1K - $16.4K
|
7.94K
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.71KNew |
$295K - $345K
|
6.71K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.15K+ 16.61% |
$50.6K - $59.2K
|
8.09K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
108+ 0.54% |
$4.74K - $5.55K
|
20.1K
$973K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 9.52% |
$2.2K - $2.57K
|
475
$23K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-805- 3.65% |
$35.4K - $41.4K
|
21.2K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
342+ 6.44% |
$15K - $17.6K
|
5.65K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.54K- 4.23% |
$112K - $131K
|
57.6K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.5K- 89.13% |
$110K - $128K
|
305
$14.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
895+ 4.25% |
$39.3K - $46K
|
22K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 17.65% |
$58.6K - $68.5K
|
6.22K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.21% |
$264 - $308
|
2.82K
$137K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-284- 4.3% |
$12.5K - $14.6K
|
6.32K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
97+ 1.06% |
$4.26K - $4.98K
|
9.27K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-5K- 44.81% |
$220K - $257K
|
6.16K
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-199- 2.49% |
$8.74K - $10.2K
|
7.78K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-7.56K- 48.37% |
$332K - $388K
|
8.07K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
101+ 0.6% |
$4.44K - $5.19K
|
16.8K
$814K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-951- 8.47% |
$41.8K - $48.9K
|
10.3K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
15New |
$659 - $771
|
15
$726
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.37K+ 22.69% |
$104K - $122K
|
12.8K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.51K+ 14.76% |
$66.2K - $77.5K
|
11.7K
$568K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
263+ 1.18% |
$11.6K - $13.5K
|
22.5K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-15- 0.16% |
$659 - $771
|
9.43K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-76- 1.29% |
$3.34K - $3.9K
|
5.83K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-194- 2.48% |
$8.52K - $9.97K
|
7.64K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.36KNew |
$323K - $378K
|
7.36K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.03K+ 189.62% |
$397K - $464K
|
13.8K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11.1KNew |
$490K - $573K
|
11.1K
$540K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 8.95% |
$1.76K - $2.05K
|
407
$19.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-26- 0.52% |
$1.14K - $1.34K
|
5K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-299- 1.89% |
$13.1K - $15.4K
|
15.5K
$753K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.27K- 2.6% |
$55.7K - $65.1K
|
47.5K
$2.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-366- 1.03% |
$16.1K - $18.8K
|
35.2K
$1.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.82% |
$43.9 - $51.4
|
123
$5.95K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.1K+ 5.83% |
$669K - $741K
|
273K
$13.2M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.01K- 15.06% |
$89.1K - $98.6K
|
11.3K
$547K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
456New |
$20.3K - $22.4K
|
456
$22.1K
|
|