Endowment Wealth Management, Inc. Ishares Tr Transaction History

Endowment Wealth Management, Inc.

  • $159 Million
  • Q2 2025

A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 7,332 shares of IEO stock, worth $678,503. This represents 0.41% of its overall portfolio holdings.

Number of Shares
7,332
Previous 7,436 1.4%
Holding current value
$678,503
Previous $703,000 7.68%
% of portfolio
0.41%
Previous 0.5%

Shares

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

Jul 25, 2025
SELL
$74.87 - $95.92 $7,786 - $9,975
-104 Reduced 1.4%
7,332 $649,000
Q1 2025

May 09, 2025
SELL
$86.02 - $99.13 $7,053 - $8,128
-82 Reduced 1.09%
7,436 $703,000
Q4 2024

Feb 07, 2025
BUY
$85.22 - $101.77 $39,627 - $47,323
465 Added 6.59%
7,518 $673,000
Q3 2024

Nov 06, 2024
BUY
$88.52 - $101.16 $22,749 - $25,998
257 Added 3.78%
7,053 $644,000
Q2 2024

Aug 01, 2024
SELL
$96.41 - $111.94 $2,313 - $2,686
-24 Reduced 0.35%
6,796 $676,000
Q1 2024

May 08, 2024
SELL
$87.76 - $106.97 $20,448 - $24,924
-233 Reduced 3.3%
6,820 $729,000
Q4 2023

Feb 07, 2024
BUY
$89.35 - $102.39 $4,914 - $5,631
55 Added 0.79%
7,053 $657,000
Q3 2023

Oct 30, 2023
SELL
$82.81 - $101.54 $1,159 - $1,421
-14 Reduced 0.2%
6,998 $682,000
Q2 2023

Aug 10, 2023
BUY
$78.88 - $90.31 $1,577 - $1,806
20 Added 0.29%
7,012 $595,000
Q1 2023

May 10, 2023
BUY
$79.25 - $98.78 $49,610 - $61,836
626 Added 9.83%
6,992 $599,000
Q4 2022

Feb 13, 2023
SELL
$88.39 - $105.94 $43,045 - $51,592
-487 Reduced 7.11%
6,366 $591,000
Q3 2022

Nov 10, 2022
SELL
$72.71 - $96.38 $1,017 - $1,349
-14 Reduced 0.2%
6,853 $571,000
Q2 2022

Aug 15, 2022
BUY
$76.86 - $105.4 $768 - $1,054
10 Added 0.15%
6,867 $535,000
Q1 2022

May 04, 2022
SELL
$63.08 - $87.03 $333,314 - $459,866
-5,284 Reduced 43.52%
6,857 $578,000
Q4 2021

Feb 11, 2022
BUY
$57.79 - $66.64 $701,628 - $809,076
12,141 New
12,141 $744,000

Others Institutions Holding IEO

# of Institutions
172
Shares Held
2.18M
Call Options Held
37.1K
Put Options Held
30.3K
View Full List

About ISHARES TR

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