Allworth Financial LP Ishares Tr Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Ishares Tr stock. As of the latest transaction made, Allworth Financial LP holds 133 shares of IEO stock, worth $12,560. This represents 0.0% of its overall portfolio holdings.

Number of Shares

133

Holding current value

$12,560

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$85.22 - $101.77 $11,334 - $13,535	133 New	133 $11,000
Q4 2023 Jan 24, 2024	BUY	$89.35 - $102.39 $19,657 - $22,525	220 New	220 $20,000
Q2 2022 Jul 13, 2022	BUY	$76.86 - $105.4 $25,748 - $35,309	335 New	335 $26,000
Q4 2021 Jan 21, 2022	SELL	$57.79 - $66.64 $71,255 - $82,167	-1,233 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$46.6 - $58.66 $559 - $703	12 Added 0.98%	1,233 $72,000
Q2 2021 Aug 02, 2021	SELL	$45.91 - $58.84 $78,781 - $100,969	-1,716 Reduced 58.43%	1,221 $70,000
Q1 2021 Apr 29, 2021	BUY	$35.91 - $53.46 $574 - $855	16 Added 0.55%	2,937 $143,000
Q4 2020 Jan 26, 2021	BUY	$24.48 - $38.57 $71,506 - $112,662	2,921 New	2,921 $105,000

Others Institutions Holding IEO

# of Institutions

177

Shares Held

2.64M

Call Options Held

24.9K

Put Options Held

47.7K

Morgan Stanley New York, NY

384K
Shares

$36.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

131K
Shares

$12.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

131K
Shares

$12.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

123K
Shares

$11.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

112K
Shares

$10.6 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

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