Purchases and Sales Made in Q4 2024 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) 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 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
96+ 0.29% |
$8.18K - $9.77K
|
33.3K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
91New |
$7.76K - $9.26K
|
91
$8.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
71New |
$6.05K - $7.23K
|
71
$6.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$4.26K - $5.09K
|
50
$4.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50+ 0.25% |
$4.26K - $5.09K
|
19.7K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
49New |
$4.18K - $4.99K
|
49
$4.63K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
47+ 0.62% |
$4.01K - $4.78K
|
7.62K
$720K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
30+ 2.04% |
$2.56K - $3.05K
|
1.5K
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 12.0% |
$2.56K - $3.05K
|
280
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19+ 0.37% |
$1.62K - $1.93K
|
5.11K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16New |
$1.36K - $1.63K
|
16
$1.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14+ 0.48% |
$1.19K - $1.42K
|
2.92K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.94% |
$597 - $712
|
752
$71.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.54% |
$511 - $611
|
1.13K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.16% |
$426 - $509
|
3.23K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.48% |
$341 - $407
|
833
$78.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.67% |
$256 - $305
|
452
$42.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.53% |
$85.2 - $102
|
189
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-10- 1.42% |
$852 - $1.02K
|
692
$65.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20- 40.0% |
$1.7K - $2.04K
|
30
$2.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-25- 1.24% |
$2.13K - $2.54K
|
2K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 3.38% |
$3.41K - $4.07K
|
1.15K
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-61- 35.88% |
$5.2K - $6.21K
|
109
$10.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-108- 45.96% |
$9.2K - $11K
|
127
$12K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-134- 2.98% |
$11.4K - $13.6K
|
4.36K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-138- 5.81% |
$11.8K - $14K
|
2.24K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-139- 0.85% |
$11.8K - $14.1K
|
16.2K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-149- 98.03% |
$12.7K - $15.2K
|
3
$284
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-216- 84.05% |
$18.4K - $22K
|
41
$3.88K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-233- 2.22% |
$19.9K - $23.7K
|
10.3K
$970K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-261- 24.03% |
$22.2K - $26.6K
|
825
$78K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-282- 4.09% |
$24K - $28.7K
|
6.61K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300- 10.34% |
$25.6K - $30.5K
|
2.6K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-325- 3.51% |
$27.7K - $33.1K
|
8.94K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-334- 7.97% |
$28.5K - $34K
|
3.86K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-346- 7.59% |
$29.5K - $35.2K
|
4.21K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-457- 0.41% |
$38.9K - $46.5K
|
112K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-503- 7.59% |
$42.9K - $51.2K
|
6.12K
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-715- 12.95% |
$60.9K - $72.8K
|
4.81K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-750- 3.24% |
$63.9K - $76.3K
|
22.4K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1K- 22.54% |
$85.4K - $102K
|
3.44K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.01K- 4.49% |
$86.1K - $103K
|
21.5K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 7.6% |
$99K - $118K
|
14.1K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 5.12% |
$99.9K - $119K
|
21.7K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.19K- 20.11% |
$101K - $121K
|
4.71K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.38K- 17.05% |
$118K - $140K
|
6.71K
$635K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.81K- 21.03% |
$154K - $184K
|
6.8K
$643K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.01K- 17.28% |
$171K - $204K
|
9.61K
$909K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.16K- 36.22% |
$184K - $220K
|
3.81K
$360K
|