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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.74K- 27.9% |
$78.5K - $86.7K
|
4.49K
$194K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-125- 11.09% |
$5.65K - $6.24K
|
1K
$43.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-7- 0.03% |
$317 - $350
|
20.1K
$868K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.33K- 21.05% |
$60.2K - $66.4K
|
4.99K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.81K- 17.03% |
$444K - $490K
|
47.8K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-590- 2.36% |
$26.7K - $29.5K
|
24.4K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.12KNew |
$186K - $206K
|
4.12K
$178K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.63K+ 20.61% |
$209K - $231K
|
27.1K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53K+ 12.57% |
$114K - $126K
|
22.7K
$979K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$45.2 - $50
|
8.09K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-220- 0.46% |
$9.95K - $11K
|
48.1K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-239K- 97.46% |
$10.8M - $12M
|
6.24K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
369+ 4.57% |
$16.7K - $18.4K
|
8.44K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
547New |
$24.7K - $27.3K
|
547
$23.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-313- 0.89% |
$14.2K - $15.6K
|
34.9K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.18KNew |
$189K - $209K
|
4.18K
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.69% |
$452 - $500
|
1.47K
$63.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$317 - $350
|
7.65K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
360New |
$16.3K - $18K
|
360
$15.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97+ 4.0% |
$4.39K - $4.85K
|
2.52K
$109K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-913- 9.85% |
$41.3K - $45.6K
|
8.36K
$361K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
8.17K+ 48.58% |
$369K - $408K
|
25K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-127- 1.89% |
$5.74K - $6.34K
|
6.58K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.85KNew |
$265K - $292K
|
5.85K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.67K+ 23.63% |
$75.3K - $83.2K
|
8.71K
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.65K- 38.65% |
$165K - $182K
|
5.79K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.19KNew |
$190K - $209K
|
4.19K
$181K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11- 0.22% |
$498 - $549
|
4.99K
$215K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 11.79% |
$2.17K - $2.4K
|
359
$15.5K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.42K- 2.99% |
$64.1K - $70.8K
|
46K
$1.99M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.81% |
$45.2 - $50
|
124
$5.36K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
101New |
$4.44K - $5.19K
|
101
$4.36K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
25New |
$1.1K - $1.28K
|
25
$1.08K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6.66KNew |
$292K - $342K
|
6.66K
$288K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
553New |
$24.3K - $28.4K
|
553
$23.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.79KNew |
$254K - $297K
|
5.79K
$250K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.61K- 40.73% |
$202K - $237K
|
6.7K
$290K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
748New |
$32.9K - $38.4K
|
748
$32.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
197New |
$8.65K - $10.1K
|
197
$8.51K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.66K+ 10.27% |
$161K - $188K
|
39.3K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.8K+ 47.63% |
$4.16M - $4.87M
|
294K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-121K- 25.73% |
$5.33M - $6.23M
|
350K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.92KNew |
$216K - $253K
|
4.92K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.76K- 29.55% |
$121K - $142K
|
6.57K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.63K+ 76.59% |
$291K - $341K
|
15.3K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.48KNew |
$153K - $179K
|
3.48K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.04% |
$220 - $257
|
12.4K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-640- 11.31% |
$28.1K - $32.9K
|
5.02K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-731- 2.43% |
$32.1K - $37.6K
|
29.3K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
306K+ 50.17% |
$13.4M - $15.7M
|
916K
$39.6M
|
|