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 30, 2026
Q4 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.13K- 1.05% |
$51.1K - $54.9K
|
106K
$5.16M
|
|
|
Jan 30, 2026
Q4 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
53.5KNew |
$2.43M - $2.61M
|
53.5K
$2.61M
|
|
|
Jan 30, 2026
Q4 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 15.47% |
$86.8K - $93.4K
|
14.3K
$697K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.18K- 8.1% |
$99K - $106K
|
24.7K
$1.21M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
82+ 1.66% |
$3.72K - $4K
|
5.03K
$246K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51+ 0.49% |
$2.31K - $2.49K
|
10.5K
$513K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
17.5K+ 2.98% |
$792K - $852K
|
603K
$29.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 0.22% |
$272 - $293
|
2.67K
$130K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
48+ 0.83% |
$2.18K - $2.34K
|
5.84K
$285K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-3- 0.07% |
$136 - $146
|
4.26K
$208K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-426- 6.63% |
$19.3K - $20.8K
|
6K
$293K
|
|
|
Jan 28, 2026
Q4 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
82New |
$3.72K - $4K
|
82
$4K
|
|
|
Jan 28, 2026
Q4 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.29K- 4.07% |
$58.6K - $63K
|
30.5K
$1.49M
|
|
|
Jan 27, 2026
Q4 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.23K- 4.22% |
$55.6K - $59.8K
|
27.8K
$1.36M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19- 95.0% |
$862 - $927
|
1
$48.8
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-602- 2.44% |
$27.3K - $29.4K
|
24.1K
$1.18M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
19+ 0.27% |
$862 - $927
|
7.16K
$349K
|
|
|
Jan 26, 2026
Q4 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 1.12% |
$45.4 - $48.8
|
90
$4.39K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-1.54K- 8.33% |
$69.8K - $75K
|
16.9K
$826K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$4.54K - $4.88K
|
100
$4.88K
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
15.8K+ 11.51% |
$718K - $772K
|
153K
$7.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-58- 2.52% |
$2.63K - $2.83K
|
2.24K
$109K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.39K+ 171.03% |
$335K - $360K
|
11.7K
$571K
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-82- 1.1% |
$3.72K - $4K
|
7.35K
$358K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-373- 7.83% |
$16.9K - $18.2K
|
4.39K
$214K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-601- 66.78% |
$27.3K - $29.3K
|
299
$14.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-43- 0.62% |
$1.95K - $2.1K
|
6.92K
$338K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.26KNew |
$57.1K - $61.4K
|
1.26K
$61.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-920- 3.7% |
$41.8K - $44.9K
|
24K
$1.17M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
517+ 54.19% |
$23.5K - $25.2K
|
1.47K
$71.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.68% |
$182 - $195
|
596
$29.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-284- 1.37% |
$12.9K - $13.9K
|
20.5K
$999K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.67% |
$454 - $488
|
1.5K
$73.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 5.52% |
$908 - $976
|
342
$16.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
3.42K+ 5.47% |
$155K - $167K
|
65.9K
$3.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-323- 2.1% |
$14.7K - $15.8K
|
15.1K
$736K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.71% |
$45.4 - $48.8
|
142
$6.93K
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-50- 0.38% |
$2.27K - $2.44K
|
13K
$633K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-600- 2.5% |
$27.2K - $29.3K
|
23.4K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.35K+ 22.79% |
$61.3K - $65.9K
|
7.27K
$355K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-389- 1.89% |
$17.7K - $19K
|
20.2K
$986K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
25+ 0.42% |
$1.13K - $1.22K
|
5.93K
$289K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-873- 3.21% |
$39.6K - $42.6K
|
26.4K
$1.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9.67KNew |
$439K - $472K
|
9.67K
$472K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.36K- 35.36% |
$61.8K - $66.5K
|
2.49K
$122K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-286- 3.75% |
$13K - $14K
|
7.33K
$358K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$182 - $195
|
7.26K
$354K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
578+ 2.74% |
$26.2K - $28.2K
|
21.7K
$1.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.36K+ 21.27% |
$107K - $115K
|
13.4K
$655K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.78K+ 17.32% |
$126K - $135K
|
18.8K
$917K
|
|