Purchases and Sales Made in Q3 2023 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) 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 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
914KNew |
$18.4M - $23.2M
|
914K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
634KNew |
$12.8M - $16.1M
|
634K
$13.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
623K+ 58.48% |
$12.6M - $15.8M
|
1.69M
$35.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
451K+ 380.76% |
$9.08M - $11.4M
|
569K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
403K+ 3066.2% |
$8.11M - $10.2M
|
416K
$8.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
380KNew |
$7.65M - $9.65M
|
380K
$7.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
295K+ 2482.64% |
$5.95M - $7.5M
|
307K
$6.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
212K+ 271.39% |
$4.28M - $5.39M
|
291K
$6.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
200KNew |
$4.03M - $5.08M
|
200K
$4.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
152KNew |
$3.06M - $3.85M
|
152K
$3.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
119KNew |
$2.4M - $3.03M
|
119K
$2.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
103KNew |
$2.07M - $2.61M
|
103K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 348.78% |
$2.06M - $2.6M
|
132K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
75K+ 46.93% |
$1.51M - $1.9M
|
235K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
74K+ 192.21% |
$1.49M - $1.88M
|
113K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.8KNew |
$1.18M - $1.49M
|
58.8K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.8KNew |
$1.16M - $1.47M
|
57.8K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
57.8KNew |
$1.16M - $1.47M
|
57.8K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
50KNew |
$1.01M - $1.27M
|
50K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5KNew |
$936K - $1.18M
|
46.5K
$976K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
27.4K+ 67.07% |
$553K - $697K
|
68.3K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
24.4KNew |
$491K - $619K
|
24.4K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4KNew |
$431K - $543K
|
21.4K
$449K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
20.7KNew |
$416K - $525K
|
20.7K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.4KNew |
$410K - $517K
|
20.4K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
20.3KNew |
$409K - $516K
|
20.3K
$426K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.8K+ 1497.22% |
$379K - $478K
|
20.1K
$422K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
18K+ 138.11% |
$363K - $458K
|
31.1K
$653K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.7KNew |
$316K - $398K
|
15.7K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15KNew |
$302K - $381K
|
15K
$315K
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
14.9KNew |
$301K - $379K
|
14.9K
$314K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$294K - $370K
|
14.6K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.2K+ 30.61% |
$265K - $334K
|
56.2K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
9.56KNew |
$192K - $243K
|
9.56K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.89K+ 47.94% |
$179K - $226K
|
27.4K
$576K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.89K+ 47.94% |
$179K - $226K
|
27.4K
$576K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.61K+ 10.33% |
$173K - $219K
|
92K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.95K+ 39.59% |
$120K - $151K
|
21K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.13KNew |
$83.1K - $105K
|
4.13K
$86.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.93K+ 39.19% |
$79.2K - $99.8K
|
14K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.45K+ 7.67% |
$49.4K - $62.3K
|
34.4K
$722K
|
|
|
Oct 18, 2023
Q3 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
2.3KNew |
$46.3K - $58.4K
|
2.3K
$48.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.28KNew |
$46K - $58K
|
2.28K
$47.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
2.09K+ 12.58% |
$42K - $53K
|
18.7K
$392K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.74KNew |
$35K - $44.2K
|
1.74K
$36.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.65K+ 314.5% |
$33.2K - $41.8K
|
2.17K
$45.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37KNew |
$27.5K - $34.7K
|
1.37K
$28.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.11KNew |
$22.4K - $28.2K
|
1.11K
$23.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.09K+ 4.99% |
$22K - $27.8K
|
23K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
799+ 48.69% |
$16.1K - $20.3K
|
2.44K
$51.2K
|