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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
989New |
$81.9K - $100K
|
989
$90.1K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
941+ 35.47% |
$77.9K - $95.5K
|
3.59K
$328K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
892+ 61.05% |
$73.9K - $90.6K
|
2.35K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
892+ 61.05% |
$73.9K - $90.6K
|
2.35K
$214K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
773+ 2.85% |
$64K - $78.5K
|
27.9K
$2.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
734+ 20.92% |
$60.8K - $74.5K
|
4.24K
$387K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
584+ 3893.33% |
$48.4K - $59.3K
|
599
$54.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
526+ 4.64% |
$43.6K - $53.4K
|
11.9K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
450+ 6.6% |
$37.3K - $45.7K
|
7.27K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
415+ 26.42% |
$34.4K - $42.1K
|
1.99K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
380+ 46.0% |
$31.5K - $38.6K
|
1.21K
$110K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
373+ 5.64% |
$30.9K - $37.9K
|
6.99K
$637K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
301+ 3.7% |
$24.9K - $30.6K
|
8.44K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
296+ 9.97% |
$24.5K - $30.1K
|
3.27K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
287+ 17.2% |
$23.8K - $29.1K
|
1.96K
$178K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
278New |
$23K - $28.2K
|
278
$25.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
255New |
$21.1K - $25.9K
|
255
$23.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
250New |
$20.7K - $25.4K
|
250
$22.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
228+ 0.32% |
$18.9K - $23.2K
|
72.1K
$6.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
203New |
$16.8K - $20.6K
|
203
$18.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
200New |
$16.6K - $20.3K
|
200
$18.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
180+ 2.31% |
$14.9K - $18.3K
|
7.99K
$728K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
156+ 1.97% |
$12.9K - $15.8K
|
8.07K
$735K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
115+ 2.16% |
$9.52K - $11.7K
|
5.44K
$495K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
112+ 2.7% |
$9.27K - $11.4K
|
4.26K
$388K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
112New |
$9.27K - $11.4K
|
112
$10.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
102New |
$8.45K - $10.4K
|
102
$9.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$8.28K - $10.2K
|
100
$9.12K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 12.45% |
$8.28K - $10.2K
|
903
$82.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
81+ 3.07% |
$6.71K - $8.22K
|
2.72K
$248K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
75New |
$6.21K - $7.62K
|
75
$6.84K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
74New |
$6.13K - $7.51K
|
74
$6.75K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
74New |
$6.13K - $7.51K
|
74
$6.75K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
55New |
$4.55K - $5.58K
|
55
$5.01K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$4.14K - $5.08K
|
50
$4.56K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46+ 0.55% |
$3.81K - $4.67K
|
8.4K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13+ 0.07% |
$1.08K - $1.32K
|
19.3K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.14% |
$745 - $914
|
6.29K
$574K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
4New |
$331 - $406
|
4
$365
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.71% |
$248 - $305
|
423
$38.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.58% |
$166 - $203
|
349
$31.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$82.8 - $102
|
234
$21.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-14- 0.2% |
$1.16K - $1.42K
|
7K
$638K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.12% |
$1.74K - $2.13K
|
17.1K
$1.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-38- 1.56% |
$3.15K - $3.86K
|
2.39K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-47- 0.17% |
$3.89K - $4.77K
|
27.4K
$2.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-57- 68.67% |
$4.72K - $5.79K
|
26
$2.37K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-66- 7.92% |
$5.47K - $6.7K
|
767
$69.9K
|