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 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-38- 0.68% |
$1.67K - $1.95K
|
5.53K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 8.95% |
$1.76K - $2.05K
|
407
$19.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-45- 25.0% |
$1.98K - $2.31K
|
135
$6.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-46- 0.4% |
$2.02K - $2.36K
|
11.5K
$561K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 9.52% |
$2.2K - $2.57K
|
475
$23.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-56- 1.83% |
$2.46K - $2.88K
|
3.01K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-71- 32.87% |
$3.12K - $3.65K
|
145
$7.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-76- 1.29% |
$3.34K - $3.9K
|
5.83K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-154- 64.44% |
$6.77K - $7.91K
|
85
$4.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-155- 6.67% |
$6.81K - $7.96K
|
2.17K
$106K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-156- 2.56% |
$6.85K - $8.01K
|
5.95K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-192- 92.31% |
$8.43K - $9.86K
|
16
$779
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-192- 2.66% |
$8.43K - $9.86K
|
7.01K
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-194- 2.48% |
$8.52K - $9.97K
|
7.64K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-199- 2.49% |
$8.74K - $10.2K
|
7.78K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-221- 0.57% |
$9.71K - $11.4K
|
38.7K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-221- 1.52% |
$9.71K - $11.4K
|
14.3K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-272- 5.55% |
$11.9K - $14K
|
4.63K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-284- 4.3% |
$12.5K - $14.6K
|
6.32K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-292- 6.65% |
$12.8K - $15K
|
4.1K
$200K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-299- 1.89% |
$13.1K - $15.4K
|
15.5K
$757K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-366- 1.03% |
$16.1K - $18.8K
|
35.2K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-392- 2.51% |
$17.2K - $20.1K
|
15.3K
$743K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-434- 1.72% |
$19.1K - $22.3K
|
24.7K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-530- 10.33% |
$23.3K - $27.2K
|
4.6K
$224K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-576- 2.31% |
$25.3K - $29.6K
|
24.4K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-593- 4.39% |
$26.1K - $30.5K
|
12.9K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-640- 11.31% |
$28.1K - $32.9K
|
5.02K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-650- 8.26% |
$28.6K - $33.4K
|
7.22K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-731- 2.43% |
$32.1K - $37.6K
|
29.3K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-789- 2.45% |
$34.7K - $40.5K
|
31.5K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-805- 3.65% |
$35.4K - $41.4K
|
21.2K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-820- 3.5% |
$36K - $42.1K
|
22.6K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-951- 8.47% |
$41.8K - $48.9K
|
10.3K
$500K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-980- 17.72% |
$43.1K - $50.3K
|
4.55K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-995- 16.76% |
$43.7K - $51.1K
|
4.94K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1K- 63.41% |
$43.9K - $51.4K
|
577
$28.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 40.04% |
$48.1K - $56.3K
|
1.64K
$79.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 3.97% |
$48.5K - $56.7K
|
26.7K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.12K- 7.64% |
$49.2K - $57.5K
|
13.5K
$660K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.27K- 2.6% |
$55.7K - $65.1K
|
47.5K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.27K- 2.21% |
$55.7K - $65.1K
|
56.2K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 17.65% |
$58.6K - $68.5K
|
6.22K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.49K- 16.12% |
$65.2K - $76.3K
|
7.73K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.56K- 12.3% |
$68.7K - $80.3K
|
11.1K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 22.31% |
$70.6K - $82.5K
|
5.59K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.02K- 1.26% |
$88.7K - $104K
|
158K
$7.69M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.07K- 5.47% |
$91K - $106K
|
35.8K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.36K- 8.44% |
$104K - $121K
|
25.6K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.39K- 0.38% |
$105K - $123K
|
623K
$30.3M
|