Purchases and Sales Made in Q3 2023 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.14MNew |
$177M - $217M
|
2.14M
$185M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
744K+ 5441.22% |
$61.6M - $75.6M
|
758K
$65.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
236K+ 50.32% |
$19.6M - $24M
|
706K
$61.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
54.4KNew |
$4.5M - $5.52M
|
54.4K
$4.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.6K+ 32.32% |
$2.2M - $2.7M
|
109K
$9.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.1K+ 45.72% |
$2.08M - $2.55M
|
79.9K
$6.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
17.7KNew |
$1.46M - $1.8M
|
17.7K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
15.8KNew |
$1.31M - $1.61M
|
15.8K
$1.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
15.8KNew |
$1.3M - $1.6M
|
15.8K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.3K+ 17.88% |
$1.19M - $1.45M
|
94.4K
$8.19M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14K+ 135.81% |
$1.16M - $1.42M
|
24.3K
$2.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
13.9KNew |
$1.15M - $1.41M
|
13.9K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
13.1K+ 289.49% |
$1.08M - $1.33M
|
17.6K
$1.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
12.2KNew |
$1.01M - $1.24M
|
12.2K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.9K+ 24.11% |
$985K - $1.21M
|
61.2K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 12.8% |
$968K - $1.19M
|
103K
$8.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 105.64% |
$950K - $1.16M
|
22.3K
$1.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.25KNew |
$766K - $940K
|
9.25K
$803K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.97K+ 13.13% |
$743K - $911K
|
77.3K
$6.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.66K+ 14.53% |
$717K - $880K
|
68.3K
$5.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
6.81KNew |
$564K - $692K
|
6.81K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.03K+ 138.3% |
$499K - $612K
|
10.4K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.45KNew |
$451K - $554K
|
5.45K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.42K+ 3.25% |
$448K - $550K
|
172K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.12K+ 16.06% |
$424K - $520K
|
37K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.03KNew |
$417K - $511K
|
5.03K
$437K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.94KNew |
$409K - $502K
|
4.94K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.61KNew |
$382K - $468K
|
4.61K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.17K+ 88.84% |
$345K - $423K
|
8.86K
$769K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.57K+ 32.26% |
$296K - $363K
|
14.7K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.45K+ 19.51% |
$286K - $350K
|
21.1K
$1.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.34K+ 119.66% |
$277K - $339K
|
6.14K
$532K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.17K+ 96.18% |
$262K - $322K
|
6.46K
$561K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.15K+ 162.02% |
$261K - $320K
|
5.09K
$442K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$224K - $274K
|
2.7K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.7KNew |
$224K - $274K
|
2.7K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.69K+ 27.77% |
$222K - $273K
|
12.4K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.55K+ 57.04% |
$211K - $259K
|
7.03K
$610K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.55K+ 5098.0% |
$211K - $259K
|
2.6K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.47KNew |
$205K - $251K
|
2.47K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.47K+ 38.13% |
$204K - $250K
|
8.93K
$775K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.39KNew |
$198K - $243K
|
2.39K
$207K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.06K+ 66.25% |
$171K - $209K
|
5.17K
$449K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.8KNew |
$149K - $183K
|
1.8K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.68K+ 32.89% |
$139K - $170K
|
6.77K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 36.0% |
$114K - $139K
|
5.19K
$450K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.22KNew |
$101K - $124K
|
1.22K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.15K+ 29.17% |
$94.8K - $116K
|
5.07K
$440K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.1KNew |
$90.8K - $111K
|
1.1K
$95.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 65.37% |
$89.1K - $109K
|
2.72K
$236K
|