Purchases and Sales Made in Q4 2024 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
97+ 1.06% |
$4.26K - $4.98K
|
9.27K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
96+ 2.14% |
$4.22K - $4.93K
|
4.58K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
60New |
$2.64K - $3.08K
|
60
$2.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47+ 1.97% |
$2.06K - $2.41K
|
2.43K
$114K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
27+ 9.15% |
$1.19K - $1.39K
|
322
$15.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
21+ 9.25% |
$923 - $1.08K
|
248
$11.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
15New |
$659 - $771
|
15
$704
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.69% |
$439 - $514
|
1.46K
$68.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.21% |
$264 - $308
|
2.82K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.43% |
$176 - $205
|
941
$44.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.75% |
$176 - $205
|
537
$25.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.82% |
$43.9 - $51.4
|
123
$5.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.09% |
$43.9 - $51.4
|
1.12K
$52.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 0.12% |
$87.9 - $103
|
1.7K
$79.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-15- 0.16% |
$659 - $771
|
9.43K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-21- 0.36% |
$923 - $1.08K
|
5.84K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-26- 0.52% |
$1.14K - $1.34K
|
5K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-36- 3.1% |
$1.58K - $1.85K
|
1.13K
$52.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-38- 0.68% |
$1.67K - $1.95K
|
5.53K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 8.95% |
$1.76K - $2.05K
|
407
$19.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-46- 0.4% |
$2.02K - $2.36K
|
11.5K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 9.52% |
$2.2K - $2.57K
|
475
$22.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-56- 1.83% |
$2.46K - $2.88K
|
3.01K
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-76- 1.29% |
$3.34K - $3.9K
|
5.83K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-154- 64.44% |
$6.77K - $7.91K
|
85
$3.99K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-155- 6.67% |
$6.81K - $7.96K
|
2.17K
$102K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-156- 2.56% |
$6.85K - $8.01K
|
5.95K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-192- 2.66% |
$8.43K - $9.86K
|
7.01K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-194- 2.48% |
$8.52K - $9.97K
|
7.64K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-199- 2.49% |
$8.74K - $10.2K
|
7.78K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-221- 1.52% |
$9.71K - $11.4K
|
14.3K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-284- 4.3% |
$12.5K - $14.6K
|
6.32K
$297K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-299- 1.89% |
$13.1K - $15.4K
|
15.5K
$730K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-366- 1.03% |
$16.1K - $18.8K
|
35.2K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-530- 10.33% |
$23.3K - $27.2K
|
4.6K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-576- 2.31% |
$25.3K - $29.6K
|
24.4K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-593- 4.39% |
$26.1K - $30.5K
|
12.9K
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-805- 3.65% |
$35.4K - $41.4K
|
21.2K
$997K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-951- 8.47% |
$41.8K - $48.9K
|
10.3K
$482K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-980- 17.72% |
$43.1K - $50.3K
|
4.55K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-995- 16.76% |
$43.7K - $51.1K
|
4.94K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1K- 63.41% |
$43.9K - $51.4K
|
577
$27.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 40.04% |
$48.1K - $56.3K
|
1.64K
$77K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.12K- 7.64% |
$49.2K - $57.5K
|
13.5K
$636K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.27K- 2.6% |
$55.7K - $65.1K
|
47.5K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.27K- 2.21% |
$55.7K - $65.1K
|
56.2K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 17.65% |
$58.6K - $68.5K
|
6.22K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.56K- 12.3% |
$68.7K - $80.3K
|
11.1K
$523K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.07K- 5.47% |
$91K - $106K
|
35.8K
$1.68M
|