Assetmark, Inc Ishares Tr Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Ishares Tr stock. As of the latest transaction made, Assetmark, Inc holds 6 shares of IEO stock, worth $521. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$521

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$74.87 - $95.92 $449 - $575	6 New	6 $0
Q3 2022 Nov 01, 2022	BUY	$72.71 - $96.38 $799 - $1,060	11 New	11 $1,000

Others Institutions Holding IEO

# of Institutions

169

Shares Held

2.35M

Call Options Held

37.3K

Put Options Held

28.2K

Morgan Stanley New York, NY

401K
Shares

$34.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

146K
Shares

$12.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

115K
Shares

$10 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

114K
Shares

$9.88 Million
0.0% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

81.5K
Shares

$7.09 Million
0.06% of portfolio

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

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