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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.31K- 2.75% |
$197K - $235K
|
81.8K
$7.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.85K- 27.75% |
$328K - $392K
|
10K
$948K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.96K- 6.49% |
$338K - $403K
|
57.1K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.6K- 65.71% |
$392K - $468K
|
2.4K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.87K- 29.52% |
$415K - $495K
|
11.6K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.11K- 7.66% |
$435K - $520K
|
61.5K
$5.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.36K- 71.75% |
$457K - $545K
|
2.11K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.88K- 54.89% |
$501K - $598K
|
4.83K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.96K- 30.92% |
$508K - $606K
|
13.3K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.4K- 17.43% |
$888K - $1.06M
|
49.4K
$4.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.6K- 67.36% |
$906K - $1.08M
|
5.15K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.1K- 15.77% |
$944K - $1.13M
|
59.1K
$5.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-12.7K- 65.45% |
$1.08M - $1.29M
|
6.69K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.6K- 54.97% |
$1.33M - $1.59M
|
12.8K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.1K- 4.51% |
$1.55M - $1.85M
|
384K
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-111K- 86.32% |
$9.43M - $11.3M
|
17.5K
$1.66M
|