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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
680+ 20.21% |
$27.4K - $33.8K
|
4.05K
$197K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$43.8K - $53.8K
|
1.08K
$52.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.15KNew |
$329K - $405K
|
8.15K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
79.5KNew |
$3.21M - $3.95M
|
79.5K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
163New |
$6.58K - $8.1K
|
163
$7.95K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1KNew |
$40.4K - $49.7K
|
1K
$48.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.36KNew |
$257K - $316K
|
6.36K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$40.4 - $49.7
|
4.89K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-705- 13.14% |
$28.5K - $35K
|
4.66K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-94- 62.67% |
$3.79K - $4.67K
|
56
$2.73K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.38K+ 1303.47% |
$136K - $168K
|
3.64K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-110- 24.89% |
$4.44K - $5.46K
|
332
$16.2K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-364- 6.51% |
$14.7K - $18.1K
|
5.23K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-303- 5.07% |
$12.2K - $15.1K
|
5.67K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
310New |
$12.5K - $15.4K
|
310
$15.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-194- 2.3% |
$7.83K - $9.64K
|
8.25K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
59+ 0.36% |
$2.38K - $2.93K
|
16.4K
$803K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6- 0.08% |
$242 - $298
|
7.1K
$346K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
50+ 0.95% |
$2.02K - $2.48K
|
5.33K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
340New |
$13.7K - $16.9K
|
340
$16.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-410- 6.51% |
$16.5K - $20.4K
|
5.89K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.85K- 50.0% |
$236K - $291K
|
5.85K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
62+ 28.57% |
$2.5K - $3.08K
|
279
$13.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
195KNew |
$7.85M - $9.66M
|
195K
$9.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-212- 10.02% |
$8.56K - $10.5K
|
1.9K
$92.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.45K- 22.71% |
$58.5K - $72K
|
4.93K
$241K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.93K+ 6.98% |
$118K - $145K
|
44.8K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
500New |
$20.2K - $24.8K
|
500
$24.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 0.67% |
$202 - $248
|
753
$36.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$445K - $547K
|
11K
$538K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.56% |
$121 - $149
|
543
$26.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-318- 5.63% |
$12.8K - $15.8K
|
5.34K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209New |
$8.44K - $10.4K
|
209
$10.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-408- 1.67% |
$16.5K - $20.3K
|
24K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$6.05K - $7.45K
|
150
$7.32K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-20- 0.4% |
$807 - $993
|
4.97K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.64% |
$121 - $149
|
470
$22.9K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-37K- 87.89% |
$1.67M - $1.85M
|
5.1K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
650New |
$29.4K - $32.5K
|
650
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-364- 1.61% |
$16.5K - $18.2K
|
22.3K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-350- 33.18% |
$15.8K - $17.5K
|
705
$34.4K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.32K- 14.68% |
$150K - $166K
|
19.3K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.16KNew |
$279K - $308K
|
6.16K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$189K - $209K
|
4.18K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.09KNew |
$320K - $354K
|
7.09K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 9.09% |
$4.52K - $5K
|
1K
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 68.75% |
$498 - $549
|
5
$244
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.31KNew |
$240K - $265K
|
5.31K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.89KNew |
$221K - $244K
|
4.89K
$238K
|
|