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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-379- 4.08% |
$15.9K - $18.7K
|
8.91K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.31K- 2.36% |
$139K - $163K
|
137K
$6.67M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 79.12% |
$603K - $711K
|
32.6K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.45KNew |
$103K - $121K
|
2.45K
$120K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
53.4KNew |
$2.24M - $2.64M
|
53.4K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-200- 37.04% |
$8.38K - $9.88K
|
340
$16.6K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.2KNew |
$176K - $207K
|
4.2K
$205K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-964- 18.33% |
$40.4K - $47.6K
|
4.29K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-61- 2.15% |
$2.56K - $3.01K
|
2.77K
$135K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-743- 15.41% |
$31.1K - $36.7K
|
4.08K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16New |
$670 - $790
|
16
$781
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.66K- 46.37% |
$279K - $329K
|
7.7K
$376K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
24New |
$1.01K - $1.19K
|
24
$1.17K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
158+ 2.26% |
$6.62K - $7.81K
|
7.15K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.41KNew |
$227K - $267K
|
5.41K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1.7KNew |
$71.2K - $84K
|
1.7K
$83K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-3K- 85.71% |
$126K - $148K
|
500
$24.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
252New |
$10.6K - $12.4K
|
252
$12.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 4.69% |
$126 - $148
|
61
$2.98K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.57% |
$41.9 - $49.4
|
177
$8.64K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.33KNew |
$182K - $214K
|
4.33K
$211K
|
|
| Q4 2023 | |||||||
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
87New |
$3.7K - $4.2K
|
87
$4.25K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45New |
$1.91K - $2.17K
|
45
$2.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
208New |
$8.85K - $10K
|
208
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50New |
$2.13K - $2.41K
|
50
$2.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.58KNew |
$407K - $462K
|
9.58K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
86New |
$3.66K - $4.15K
|
86
$4.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
8.36KNew |
$356K - $404K
|
8.36K
$408K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$48.5K - $55K
|
1.14K
$55.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
10.8KNew |
$458K - $520K
|
10.8K
$525K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.91K+ 99.95% |
$81.3K - $92.3K
|
3.83K
$187K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.2K- 14.67% |
$51K - $57.9K
|
6.97K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.52KNew |
$362K - $411K
|
8.52K
$416K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
15.1KNew |
$641K - $727K
|
15.1K
$735K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.14KNew |
$219K - $248K
|
5.14K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-315- 21.49% |
$13.4K - $15.2K
|
1.15K
$56.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.37KNew |
$228K - $259K
|
5.37K
$262K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
224New |
$9.53K - $10.8K
|
224
$10.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.72K- 23.66% |
$158K - $180K
|
12K
$586K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
30+ 1.53% |
$1.28K - $1.45K
|
1.99K
$97.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.54KNew |
$363K - $412K
|
8.54K
$417K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.74KNew |
$74.2K - $84.2K
|
1.74K
$85.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
132+ 1.65% |
$5.62K - $6.37K
|
8.12K
$396K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
518New |
$22K - $25K
|
518
$25.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 7.5% |
$2.55K - $2.9K
|
740
$36.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
211New |
$8.98K - $10.2K
|
211
$10.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
29K+ 189.73% |
$1.23M - $1.4M
|
44.3K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.37K- 5.13% |
$58.1K - $65.9K
|
25.2K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
140+ 8.54% |
$5.96K - $6.76K
|
1.78K
$86.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
22.5KNew |
$959K - $1.09M
|
22.5K
$1.1M
|
|