Latest Institutional Purchases of Ishares Tr (IYE)
This list provides information on the latest institutional transactions involving Ishares Tr (IYE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
146+ 180.25% |
$6.49K - $7.18K
|
227
$10.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
135+ 84.38% |
$6K - $6.64K
|
295
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
130New |
$5.78K - $6.39K
|
130
$6.04K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 1.72% |
$5.42K - $6K
|
7.2K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
118New |
$5.24K - $5.8K
|
118
$5.48K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
116+ 14.8% |
$5.16K - $5.7K
|
900
$41.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
87+ 2.03% |
$3.87K - $4.28K
|
4.37K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.15% |
$2.09K - $2.31K
|
32.3K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 14.29% |
$1.38K - $1.52K
|
248
$11.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
26+ 0.64% |
$1.16K - $1.28K
|
4.06K
$189K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20+ 0.07% |
$889 - $984
|
27.8K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19New |
$844 - $934
|
19
$883
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9+ 0.06% |
$400 - $443
|
15.6K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.73% |
$267 - $295
|
829
$38.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.01% |
$178 - $197
|
39.4K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.43% |
$178 - $197
|
937
$43.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3New |
$133 - $148
|
3
$139
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.13% |
$133 - $148
|
2.33K
$108K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
61.5KNew |
$2.84M - $3.15M
|
61.5K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
25.4KNew |
$1.17M - $1.3M
|
25.4K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
23.8KNew |
$1.1M - $1.22M
|
23.8K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.4KNew |
$804K - $890K
|
17.4K
$808K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16.8KNew |
$775K - $858K
|
16.8K
$779K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.3KNew |
$522K - $578K
|
11.3K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.2KNew |
$515K - $571K
|
11.2K
$518K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
8.34KNew |
$385K - $427K
|
8.34K
$387K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.34K+ 4.97% |
$247K - $273K
|
113K
$5.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.96KNew |
$229K - $254K
|
4.96K
$231K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.55K+ 22.14% |
$210K - $233K
|
25.1K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.4K+ 128.85% |
$64.6K - $71.5K
|
2.48K
$115K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
849New |
$39.2K - $43.4K
|
849
$39.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
750+ 9.55% |
$34.7K - $38.4K
|
8.61K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
218+ 102.83% |
$10.1K - $11.2K
|
430
$20K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
180New |
$8.32K - $9.21K
|
180
$8.36K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
150New |
$6.93K - $7.68K
|
150
$6.97K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
117New |
$5.41K - $5.99K
|
117
$5.44K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
104New |
$4.81K - $5.32K
|
104
$4.83K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 2.17% |
$4.81K - $5.32K
|
4.89K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 3.76% |
$4.62K - $5.12K
|
2.76K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
29+ 0.64% |
$1.34K - $1.48K
|
4.54K
$211K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.33% |
$647 - $716
|
4.22K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 33.33% |
$46.2 - $51.2
|
4
$186
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.57% |
$46.2 - $51.2
|
175
$8.13K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
97.1K+ 1512.52% |
$4.07M - $4.8M
|
104K
$4.81M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
53.4KNew |
$2.24M - $2.64M
|
53.4K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.7KNew |
$1.33M - $1.57M
|
31.7K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.5KNew |
$648K - $764K
|
15.5K
$719K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 79.12% |
$603K - $711K
|
32.6K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
12.2KNew |
$512K - $603K
|
12.2K
$567K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.41KNew |
$227K - $267K
|
5.41K
$251K
|
|