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 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-41- 77.36% |
$1.82K - $2.02K
|
12
$586
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
96.9K+ 4084.65% |
$4.31M - $4.76M
|
99.3K
$4.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-315- 4.34% |
$14K - $15.5K
|
6.95K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.61K- 11.7% |
$427K - $473K
|
72.5K
$3.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.87K- 3.38% |
$261K - $289K
|
168K
$8.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
35.7KNew |
$1.59M - $1.76M
|
35.7K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 43.46% |
$149K - $165K
|
4.35K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-26- 6.79% |
$1.16K - $1.28K
|
357
$17.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
353New |
$15.7K - $17.4K
|
353
$17.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.2KNew |
$53.1K - $58.8K
|
1.2K
$58.3K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.45KNew |
$198K - $219K
|
4.45K
$217K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.04KNew |
$224K - $248K
|
5.04K
$246K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
33New |
$1.52K - $1.69K
|
33
$1.61K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
104New |
$4.81K - $5.32K
|
104
$5.08K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6- 0.13% |
$277 - $307
|
4.66K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 33.33% |
$46.2 - $51.2
|
4
$195
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
29+ 0.64% |
$1.34K - $1.48K
|
4.54K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.2KNew |
$515K - $571K
|
11.2K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16.8KNew |
$775K - $858K
|
16.8K
$819K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
117New |
$5.41K - $5.99K
|
117
$5.71K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.3KNew |
$522K - $578K
|
11.3K
$551K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.54K- 3.8% |
$117K - $130K
|
64.1K
$3.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 3.76% |
$4.62K - $5.12K
|
2.76K
$135K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.57% |
$46.2 - $51.2
|
175
$8.54K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
218+ 102.83% |
$10.1K - $11.2K
|
430
$21K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
849New |
$39.2K - $43.4K
|
849
$41.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.34KNew |
$385K - $427K
|
8.34K
$407K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
150New |
$6.93K - $7.68K
|
150
$7.32K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-504- 4.7% |
$23.3K - $25.8K
|
10.2K
$499K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-123- 51.68% |
$5.68K - $6.29K
|
115
$5.61K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-70- 39.33% |
$3.23K - $3.58K
|
108
$5.27K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.23K- 9.03% |
$56.6K - $62.7K
|
12.3K
$602K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-25- 54.35% |
$1.16K - $1.28K
|
21
$1.02K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.1K- 63.35% |
$791K - $876K
|
9.91K
$483K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.96KNew |
$229K - $254K
|
4.96K
$242K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
23.8KNew |
$1.1M - $1.22M
|
23.8K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.33% |
$647 - $716
|
4.22K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-320- 4.37% |
$14.8K - $16.4K
|
7.01K
$342K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 2.17% |
$4.81K - $5.32K
|
4.89K
$239K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-170- 2.3% |
$7.86K - $8.7K
|
7.23K
$353K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-225- 17.51% |
$10.4K - $11.5K
|
1.06K
$51.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
180New |
$8.32K - $9.21K
|
180
$8.78K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.42KNew |
$185K - $218K
|
4.42K
$216K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
101New |
$4.23K - $4.99K
|
101
$4.93K
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-22.7K- 50.56% |
$951K - $1.12M
|
22.2K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32.8K- 73.88% |
$1.38M - $1.62M
|
11.6K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-138- 46.78% |
$5.78K - $6.82K
|
157
$7.66K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.29K- 45.97% |
$305K - $360K
|
8.56K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
480New |
$20.1K - $23.7K
|
480
$23.4K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 83.17% |
$891K - $1.05M
|
4.3K
$210K
|
|