Capital Analysts, LLC Ishares Tr Transaction History

Capital Analysts, LLC

$2.49 Billion
Q4 2024

A detailed history of Capital Analysts, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 1,937 shares of IEO stock, worth $182,930. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,937

Holding current value

$182,930

% of portfolio

0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$85.22 - $101.77 $165,071 - $197,128	1,937 New	1,937 $174,000
Q2 2022 Aug 12, 2022	BUY	$76.86 - $105.4 $7,686 - $10,540	100 Added 100.0%	200 $16,000
Q1 2022 May 12, 2022	SELL	$63.08 - $87.03 $3,154 - $4,351	-50 Reduced 33.33%	100 $8,000
Q2 2021 Aug 05, 2021	BUY	$45.91 - $58.84 $6,886 - $8,826	150 New	150 $9,000

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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