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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-463- 6.74% |
$20.8K - $22.6K
|
6.41K
$313K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
292+ 0.79% |
$13.1K - $14.3K
|
37.1K
$1.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
684+ 253.33% |
$30.7K - $33.5K
|
954
$46.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
283New |
$12.7K - $13.8K
|
283
$13.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
900+ 13.76% |
$40.3K - $44K
|
7.44K
$363K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-259- 1.93% |
$11.6K - $12.7K
|
13.2K
$644K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-201- 3.18% |
$9.01K - $9.83K
|
6.12K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$471K - $514K
|
10.5K
$513K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-113K- 91.22% |
$5.05M - $5.51M
|
10.8K
$529K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
502+ 2.13% |
$22.5K - $24.6K
|
24.1K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
138+ 1.83% |
$6.19K - $6.75K
|
7.67K
$374K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-977- 56.84% |
$43.8K - $47.8K
|
742
$36.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.5K+ 18.79% |
$605K - $660K
|
85.4K
$4.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-38- 29.01% |
$1.7K - $1.86K
|
93
$4.54K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-3- 0.03% |
$134 - $147
|
9.07K
$442K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-9- 10.11% |
$403 - $440
|
80
$3.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.35% |
$359 - $391
|
2.3K
$112K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-34- 7.89% |
$1.52K - $1.66K
|
397
$19.4K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.09K+ 3.87% |
$93.6K - $102K
|
56.1K
$2.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.47K+ 9.46% |
$200K - $218K
|
51.7K
$2.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-265- 13.11% |
$11.9K - $13K
|
1.76K
$85.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
189+ 1.65% |
$8.47K - $9.24K
|
11.6K
$568K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.09K+ 76.55% |
$139K - $151K
|
7.14K
$348K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6New |
$269 - $293
|
6
$293
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.99KNew |
$313K - $342K
|
6.99K
$341K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
19.9KNew |
$891K - $972K
|
19.9K
$970K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
800+ 16.0% |
$35.9K - $39.1K
|
5.8K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
609+ 4.67% |
$27.3K - $29.8K
|
13.6K
$665K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.07KNew |
$227K - $248K
|
5.07K
$247K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14- 0.89% |
$628 - $685
|
1.55K
$75.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
18+ 0.03% |
$807 - $880
|
62.5K
$3.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
592New |
$26.5K - $29K
|
592
$28.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-282- 0.62% |
$12.6K - $13.8K
|
45.3K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-374- 1.56% |
$16.8K - $18.3K
|
23.5K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
230+ 0.93% |
$10.3K - $11.2K
|
24.9K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
29+ 0.7% |
$1.3K - $1.42K
|
4.16K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
159+ 1.26% |
$7.13K - $7.78K
|
12.8K
$625K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-111- 1.7% |
$4.98K - $5.43K
|
6.43K
$314K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-362- 1.23% |
$16.2K - $17.7K
|
29.1K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-347- 39.61% |
$15.6K - $17K
|
529
$25.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
814+ 3.67% |
$36.5K - $39.8K
|
23K
$1.12M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-915- 95.02% |
$41K - $44.8K
|
48
$2.34K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.25KNew |
$190K - $208K
|
4.25K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.25K- 17.19% |
$414K - $452K
|
44.5K
$2.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-260- 2.63% |
$11.7K - $12.7K
|
9.63K
$470K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-328- 6.21% |
$14.7K - $16K
|
4.95K
$242K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3.21K+ 43.21% |
$144K - $157K
|
10.6K
$519K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 1.14% |
$44.8 - $48.9
|
89
$4.34K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.8% |
$44.8 - $48.9
|
126
$6.15K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-208- 2.54% |
$9.32K - $10.2K
|
8K
$390K
|
|