Allworth Financial LP Ishares Tr Transaction History

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025

A detailed history of Allworth Financial LP transactions in Ishares Tr stock. As of the latest transaction made, Allworth Financial LP holds 5,216 shares of IEZ stock, worth $93,157. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,216
Previous 5,382 3.08%
Holding current value
$93,157
Previous $104,000 15.38%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$14.77 - $19.84 $2,451 - $3,293
-166 Reduced 3.08%
5,216 $88,000
Q1 2025

Apr 30, 2025
SELL
$18.42 - $22.2 $34,537 - $41,625
-1,875 Reduced 25.84%
5,382 $104,000
Q4 2024

Jan 30, 2025
BUY
$18.93 - $22.09 $137,375 - $160,307
7,257 New
7,257 $143,000

Others Institutions Holding IEZ

# of Institutions
75
Shares Held
2.91M
Call Options Held
49.1K
Put Options Held
10.4K
View Full List

About ISHARES TR

IEZ Quotes by TradingView
  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
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