Purchases and Sales Made in Q1 2023 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
270+ 13.68% |
$21.4K - $26.7K
|
2.24K
$193K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
256+ 1.51% |
$20.3K - $25.3K
|
17.2K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
226+ 37.67% |
$17.9K - $22.3K
|
826
$71K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
226New |
$17.9K - $22.3K
|
226
$19.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
215+ 4.49% |
$17K - $21.2K
|
5K
$430K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
153New |
$12.1K - $15.1K
|
153
$13.1K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
119+ 1.44% |
$9.43K - $11.8K
|
8.36K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
100+ 1.57% |
$7.93K - $9.88K
|
6.49K
$557K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39+ 1.67% |
$3.09K - $3.85K
|
2.37K
$204K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
35New |
$2.77K - $3.46K
|
35
$3.01K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.65% |
$396 - $494
|
770
$66.2K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$317 - $395
|
4
$344
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 3.45% |
$159 - $198
|
60
$5.16K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.83% |
$159 - $198
|
244
$21K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 1.03% |
$159 - $198
|
196
$16.8K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 0.04% |
$79.3 - $98.8
|
2.75K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8- 0.23% |
$634 - $790
|
3.41K
$293K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-8- 4.26% |
$634 - $790
|
180
$15.5K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-32- 16.75% |
$2.54K - $3.16K
|
159
$13.7K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-36Closed |
$2.85K - $3.56K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51- 18.02% |
$4.04K - $5.04K
|
232
$19.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-64- 7.36% |
$5.07K - $6.32K
|
806
$69.3K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-71- 54.2% |
$5.63K - $7.01K
|
60
$5.16K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-76- 2.61% |
$6.02K - $7.51K
|
2.84K
$244K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-82- 7.43% |
$6.5K - $8.1K
|
1.02K
$87.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-121- 2.84% |
$9.59K - $12K
|
4.15K
$356K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-127- 87.59% |
$10.1K - $12.5K
|
18
$1.55K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 0.56% |
$11.9K - $14.8K
|
26.4K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-150- 2.4% |
$11.9K - $14.8K
|
6.1K
$524K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-170- 12.06% |
$13.5K - $16.8K
|
1.24K
$107K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-208- 3.57% |
$16.5K - $20.5K
|
5.63K
$483K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-215- 2.69% |
$17K - $21.2K
|
7.79K
$669K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-220- 42.31% |
$17.4K - $21.7K
|
300
$25.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-269- 0.76% |
$21.3K - $26.6K
|
35.3K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-288Closed |
$22.8K - $28.4K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-347- 3.51% |
$27.5K - $34.3K
|
9.55K
$820K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-370- 3.46% |
$29.3K - $36.5K
|
10.3K
$887K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-377- 3.13% |
$29.9K - $37.2K
|
11.7K
$1M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-393- 1.24% |
$31.1K - $38.8K
|
31.2K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-400- 10.26% |
$31.7K - $39.5K
|
3.5K
$301K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-499- 10.96% |
$39.5K - $49.3K
|
4.05K
$348K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-515- 7.56% |
$40.8K - $50.9K
|
6.29K
$541K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-530- 16.86% |
$42K - $52.4K
|
2.61K
$225K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-555- 2.18% |
$44K - $54.8K
|
24.9K
$2.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-621- 9.74% |
$49.2K - $61.3K
|
5.76K
$495K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-650- 15.29% |
$51.5K - $64.2K
|
3.6K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-700- 21.69% |
$55.5K - $69.1K
|
2.53K
$217K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-783- 5.86% |
$62.1K - $77.3K
|
12.6K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-886- 13.4% |
$70.2K - $87.5K
|
5.73K
$492K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.01K- 8.54% |
$80.2K - $100K
|
10.8K
$931K
|