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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
191New |
$8.56K - $9.34K
|
191
$9.32K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.4KNew |
$555K - $605K
|
12.4K
$604K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
491+ 9.07% |
$22K - $24K
|
5.91K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.03% |
$269 - $293
|
20.8K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.5% |
$44.8 - $48.9
|
201
$9.81K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
254+ 3.45% |
$11.4K - $12.4K
|
7.62K
$372K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-275- 5.46% |
$12.3K - $13.5K
|
4.77K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.8K- 21.33% |
$1.69M - $1.85M
|
139K
$6.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7+ 0.12% |
$314 - $342
|
5.79K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 26.14% |
$50.6K - $55.2K
|
5.45K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-316- 1.51% |
$14.2K - $15.5K
|
20.6K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-23- 0.31% |
$1.03K - $1.12K
|
7.43K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6.96K+ 82.48% |
$312K - $340K
|
15.4K
$751K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-79- 2.01% |
$3.54K - $3.86K
|
3.85K
$188K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.32KNew |
$194K - $211K
|
4.32K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
335+ 1.62% |
$15K - $16.4K
|
21.1K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-154- 4.0% |
$6.9K - $7.53K
|
3.69K
$180K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.81% |
$538 - $587
|
1.49K
$72.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
766+ 11.8% |
$34.3K - $37.5K
|
7.26K
$354K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.05% |
$224 - $245
|
10.2K
$500K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
4+ 0.06% |
$179 - $196
|
6.96K
$340K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-260- 2.17% |
$11.7K - $12.7K
|
11.7K
$571K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-676- 10.1% |
$30.3K - $33.1K
|
6.01K
$293K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-278- 1.99% |
$12.5K - $13.6K
|
13.7K
$668K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-207- 2.51% |
$9.28K - $10.1K
|
8.06K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-280- 2.47% |
$12.6K - $13.7K
|
11.1K
$540K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6+ 0.04% |
$269 - $293
|
13.8K
$673K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
231+ 4.06% |
$10.4K - $11.3K
|
5.92K
$289K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-7- 0.03% |
$314 - $342
|
27.2K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-319- 38.71% |
$14.3K - $15.6K
|
505
$24.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-681- 3.56% |
$30.5K - $33.3K
|
18.5K
$901K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
7.49K+ 5.77% |
$336K - $366K
|
137K
$6.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-976- 18.44% |
$43.8K - $47.7K
|
4.32K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 2.07% |
$852 - $929
|
900
$43.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
140New |
$6.28K - $6.85K
|
140
$6.83K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.56% |
$89.7 - $97.8
|
362
$17.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-13- 7.18% |
$583 - $636
|
168
$8.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-11- 0.13% |
$493 - $538
|
8.27K
$404K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
547+ 3.54% |
$24.5K - $26.8K
|
16K
$782K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.45K+ 120.98% |
$334K - $364K
|
13.6K
$664K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-423- 1.14% |
$19K - $20.7K
|
36.8K
$1.79M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.17K- 3.55% |
$52.3K - $57.1K
|
31.7K
$1.55M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.3K+ 4.16% |
$618K - $760K
|
383K
$18.7M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-204- 7.09% |
$8.23K - $10.1K
|
2.67K
$130K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-26.8K- 85.42% |
$1.08M - $1.33M
|
4.58K
$223K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-551- 96.16% |
$22.2K - $27.4K
|
22
$1.07K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.7K- 25.31% |
$68.5K - $84.2K
|
5.01K
$244K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 0.27% |
$646 - $795
|
5.88K
$287K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 173.91% |
$40.4K - $49.7K
|
1.58K
$76.9K
|
|