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 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.63K+ 59.46% |
$192K - $234K
|
12.4K
$520K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-942- 14.1% |
$39K - $47.6K
|
5.74K
$240K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 32.11% |
$106K - $130K
|
5.43K
$227K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.58KNew |
$190K - $231K
|
4.58K
$192K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
50.9KNew |
$2.11M - $2.57M
|
50.9K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
48New |
$1.99K - $2.42K
|
48
$2.01K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
26.9KNew |
$1.11M - $1.36M
|
26.9K
$1.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.58K- 17.03% |
$356K - $433K
|
41.8K
$1.75M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$414 - $505
|
10
$419
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
489New |
$20.3K - $24.7K
|
489
$20.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-450- 28.54% |
$18.6K - $22.7K
|
1.13K
$47.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-1.27K- 12.86% |
$52.7K - $64.3K
|
8.62K
$361K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
80New |
$3.31K - $4.04K
|
80
$3.35K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
548New |
$22.7K - $27.7K
|
548
$22.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
159New |
$6.59K - $8.03K
|
159
$6.66K
|
|
| Q3 2022 | |||||||
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-48K- 77.42% |
$1.73M - $2.19M
|
14K
$586K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.13% |
$108 - $137
|
269
$11.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
124New |
$4.47K - $5.66K
|
124
$5.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.84K+ 4.29% |
$66.4K - $84.1K
|
44.8K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
735+ 2940.0% |
$26.5K - $33.5K
|
760
$31.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-12.9K- 63.19% |
$465K - $589K
|
7.52K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-183K- 35.9% |
$6.6M - $8.35M
|
327K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-48.7K- 84.85% |
$1.76M - $2.22M
|
8.7K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
43New |
$1.55K - $1.96K
|
43
$1.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-300- 2.16% |
$10.8K - $13.7K
|
13.6K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-18.9KClosed |
$682K - $863K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.38% |
$108 - $137
|
220
$9.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
SELL
|
- |
-48.5K- 25.4% |
$1.75M - $2.22M
|
143K
$5.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.19KNew |
$187K - $237K
|
5.19K
$217K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.27KNew |
$190K - $241K
|
5.27K
$221K
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-54K- 51.19% |
$1.95M - $2.46M
|
51.5K
$2.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-152Closed |
$5.48K - $6.94K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
44New |
$1.59K - $2.01K
|
44
$1.84K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5New |
$180 - $228
|
5
$209
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
16.2KNew |
$585K - $741K
|
16.2K
$679K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-29- 16.76% |
$1.05K - $1.32K
|
144
$6.03K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-4.11K- 18.56% |
$148K - $188K
|
18K
$755K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
902New |
$32.5K - $41.2K
|
902
$37.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
62New |
$2.24K - $2.83K
|
62
$2.6K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
10New |
$361 - $456
|
10
$419
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
32.3KNew |
$1.16M - $1.47M
|
32.3K
$1.35M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.32KNew |
$192K - $243K
|
5.32K
$223K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.11K- 30.41% |
$148K - $188K
|
9.41K
$394K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
32.3KNew |
$1.16M - $1.47M
|
32.3K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
73+ 0.86% |
$2.63K - $3.33K
|
8.59K
$359K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-34.2K- 68.85% |
$1.23M - $1.56M
|
15.5K
$648K
|
|
| Q2 2022 | |||||||
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-10.6KClosed |
$398K - $516K
|
0
$0
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-8.43K- 47.03% |
$317K - $412K
|
9.5K
$398K
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-116K- 74.8% |
$4.37M - $5.66M
|
39.1K
$1.64M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.7M- 98.57% |
$139M - $181M
|
53.7K
$2.25M
|
|