Ieq Capital, LLC Purchases in Q1 2025

Ieq Capital, LLC

  • $12.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIIB
Biogen Inc.

Healthcare
10.2K
+ 17.12%
$133.43 - $153.27 $1.36M - $1.56M
69.7K $9.54M
AZN
Astrazeneca PLC

Healthcare
1.62K
+ 4.14%
$65.37 - $77.96 $106K - $126K
40.7K $2.99M
FSBC
Five Star Bancorp

Financial Services
15.5K
New
$27.77 - $31.79 $431K - $494K
15.5K $431K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.64K
New
$114.57 - $118.14 $416K - $429K
3.64K $429K
SCL
Stepan CO

Basic Materials
7.77K
New
$55.04 - $65.59 $428K - $510K
7.77K $427K
VTWO
Vanguard Russell 2000 ETF

ETFs
5.56K
+ 209.15%
$80.08 - $92.93 $445K - $516K
8.21K $662K
PBI
Pitney Bowes Inc

Industrials
46.7K
New
$7.03 - $10.86 $328K - $507K
46.7K $422K
VTWV
Vanguard Russell 2000 Value Et

ETFs
3.16K
New
$131.51 - $149.24 $415K - $471K
3.16K $420K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
8.88K
New
$46.77 - $52.97 $415K - $470K
8.88K $417K
AVA
Avista Corp

Utilities
8.95K
+ 115.58%
$35.2 - $41.87 $315K - $375K
16.7K $699K
JWN
Nordstrom Inc

Consumer Cyclical
17K
New
$24.01 - $24.46 $407K - $415K
17K $414K
FTDR
Frontdoor, Inc.

Consumer Cyclical
10.7K
New
$37.07 - $62.39 $398K - $670K
10.7K $412K
IWR
Ishares Russell Mid Cap ETF

ETFs
7.83K
+ 10.22%
$82.81 - $92.93 $648K - $728K
84.4K $7.18M
FYBR
Frontier Communications Parent, Inc.

Communication Services
11.5K
New
$34.83 - $36.05 $399K - $413K
11.5K $410K
MUR
Murphy Oil Corp

Energy
15K
+ 194.1%
$24.02 - $33.9 $359K - $507K
22.7K $643K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
54.5K
New
$7.39 - $9.09 $403K - $496K
54.5K $405K
QLYS
Qualys, Inc.

Technology
3.22K
New
$121.57 - $147.7 $392K - $476K
3.22K $405K
BRKL
Brookline Bancorp Inc

Financial Services
41.5K
+ 76.36%
$10.72 - $12.69 $445K - $527K
95.9K $1.05M
SLV
I Shares Silver Trust

ETFs
13.1K
New
$26.93 - $31.32 $352K - $409K
13.1K $404K
UFCS
United Fire Group Inc

Financial Services
13.7K
New
$24.78 - $29.72 $339K - $407K
13.7K $403K
MWA
Mueller Water Products, Inc.

Industrials
15.8K
New
$21.65 - $28.24 $343K - $447K
15.8K $402K
CRDO
Credo Technology Group Holding LTD

Technology
10K
New
$39.45 - $85.5 $394K - $855K
10K $401K
EVER
Ever Quote, Inc.

Communication Services
11.2K
+ 65.97%
$17.84 - $29.71 $201K - $334K
28.3K $741K
CWT
California Water Service Group

Utilities
7.96K
+ 178.26%
$41.88 - $48.46 $333K - $386K
12.4K $602K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.89K
New
$211.47 - $267.17 $399K - $504K
1.89K $399K
CRS
Carpenter Technology Corp

Industrials
2.02K
+ 73.27%
$172.39 - $212.53 $349K - $430K
4.78K $866K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.78K
New
$49.67 - $51.43 $386K - $400K
7.78K $397K
SSO
Proshares Ultra S&P 500

ETFs
4.8K
New
$80.57 - $100.21 $387K - $481K
4.8K $397K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.21K
+ 47.8%
$308.87 - $383.33 $372K - $462K
3.73K $1.22M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
12.4K
New
$30.79 - $38.48 $381K - $477K
12.4K $395K
RAMP
Live Ramp Holdings, Inc.

Technology
16.8K
+ 156.07%
$25.18 - $35.61 $424K - $599K
27.6K $721K
NVS
Novartis Ag

Healthcare
2.03K
+ 17.06%
$97.14 - $115.57 $197K - $234K
13.9K $1.55M
VICI
Vici Properties Inc.

Real Estate
6.36K
+ 11.74%
$28.21 - $32.68 $179K - $208K
60.5K $1.97M
OII
Oceaneering International Inc

Energy
17.8K
New
$19.14 - $27.93 $341K - $498K
17.8K $389K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.27K
New
$71.17 - $73.66 $375K - $388K
5.27K $387K
AGL
Agilon Health, Inc.

Healthcare
81.6K
+ 604.8%
$1.92 - $4.61 $157K - $376K
95.1K $411K
ESGR
Enstar Group LTD

Financial Services
1.16K
New
$324.4 - $333.99 $377K - $388K
1.16K $385K
ARES
Ares Management Corp

Financial Services
2.59K
New
$140.19 - $198.28 $364K - $514K
2.59K $380K
UHT
Universal Health Realty Income Trust

Real Estate
8.05K
+ 60.91%
$35.13 - $42.02 $283K - $338K
21.3K $871K
KN
Knowles Corp

Technology
24.8K
New
$15.2 - $20.58 $377K - $510K
24.8K $376K
VIRT
Virtu Financial, Inc.

Financial Services
9.09K
+ 74.17%
$34.19 - $40.96 $311K - $372K
21.4K $813K
WPC
W. P. Carey Inc.

Real Estate
5.34K
+ 127.85%
$53.5 - $65.05 $285K - $347K
9.51K $600K
VHT
Vanguard Health Care ETF

ETFs
1.36K
+ 109.97%
$254.06 - $273.83 $345K - $372K
2.59K $685K
BRX
Brixmor Property Group Inc.

Real Estate
16.3K
New
N/A
16.3K $370K
TSI
Tcw Strategic Income Fund Inc

Financial Services
76K
New
$4.76 - $4.93 $362K - $375K
76K $369K
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.81K
New
$75.99 - $81.58 $365K - $392K
4.81K $368K
ADPT
Adaptive Biotechnologies Corp

Healthcare
49.4K
New
$6.07 - $8.66 $300K - $427K
49.4K $366K
IIIN
Insteel Industries Inc

Industrials
13.9K
New
$24.04 - $31.45 $334K - $438K
13.9K $365K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
4.7K
New
$77.74 - $94.47 $366K - $444K
4.7K $365K
Activity Summary
Buys All Purchases 1223 New Holdings 442 Increased Positions 781 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 0 Puts 0
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