Ieq Capital, LLC Purchases in Q1 2025

Ieq Capital, LLC

  • $12.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHRS
Coherus Bio Sciences, Inc.

Healthcare
25.8K
+ 52.53%
$0.81 - $1.66 $20.9K - $42.9K
75K $60K
SLF
Sun Life Financial Inc

Financial Services
36
+ 0.75%
$54.05 - $59.19 $1.95K - $2.13K
4.81K $275K
VOE
Vanguard Mid Cap Value Index F

ETFs
22
+ 0.24%
$156.61 - $168.02 $3.45K - $3.7K
9.26K $1.49M
FULT
Fulton Financial Corp

Financial Services
289
+ 2.31%
$17.24 - $21.11 $4.98K - $6.1K
12.8K $231K
REX
Rex American Resources Corp

Basic Materials
424
+ 6.88%
$35.87 - $44.13 $15.2K - $18.7K
6.59K $247K
HQY
Healthequity, Inc.

Healthcare
123
+ 4.36%
$84.32 - $114.51 $10.4K - $14.1K
2.95K $260K
LESL
Leslie'S, Inc.

Consumer Cyclical
22.2K
+ 125.85%
$0.74 - $2.3 $16.5K - $51.1K
39.9K $29K
BKU
Bank United, Inc.

Financial Services
3.33K
+ 9.84%
$31.36 - $41.63 $104K - $139K
37.1K $1.28M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
2K
+ 19.92%
$5.24 - $8.37 $10.5K - $16.8K
12.1K $69K
BRY
Berry Corp (Bry)

Energy
2.1K
+ 8.14%
$3.17 - $5.01 $6.67K - $10.5K
27.9K $89K
ZG
Zillow Group, Inc.

Communication Services
437
+ 3.6%
$66.41 - $85.29 $29K - $37.3K
12.6K $839K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4
+ 0.13%
$81.62 - $96.63 $326 - $387
3.16K $263K
VNO
Vornado Realty Trust

Real Estate
156
+ 2.39%
$35.4 - $43.26 $5.52K - $6.75K
6.69K $247K
BDN
Brandywine Realty Trust

Real Estate
3.85K
+ 9.43%
$4.44 - $5.66 $17.1K - $21.8K
44.7K $199K
BUSE
First Busey Corp

Financial Services
272
+ 1.51%
$21.26 - $25.35 $5.78K - $6.9K
18.3K $395K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2
+ 0.04%
$95.35 - $107.82 $191 - $216
4.5K $431K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
793
+ 3.49%
$16.82 - $20.0 $13.3K - $15.9K
23.5K $402K
MLM
Martin Marietta Materials Inc

Basic Materials
115
+ 4.88%
$460.39 - $552.64 $52.9K - $63.6K
2.47K $1.18M
EQC
Equity Commonwealth

Real Estate
9.28K
+ 2.67%
$1.59 - $1.86 $14.8K - $17.3K
357K $574K
EQIX
Equinix Inc

Real Estate
594
+ 14.36%
$803.0 - $959.97 $477K - $570K
4.73K $3.86M
RGP
Resources Connection, Inc.

Industrials
1.67K
+ 5.92%
$6.54 - $9.08 $10.9K - $15.2K
29.9K $195K
TM
Toyota Motor Corp

Consumer Cyclical
528
+ 6.35%
$176.53 - $195.35 $93.2K - $103K
8.84K $1.56M
PAYO
Payoneer Global Inc.

Technology
16.9K
+ 24.41%
$7.04 - $11.04 $119K - $187K
86.4K $631K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
108
+ 0.25%
$32.42 - $36.13 $3.5K - $3.9K
44.1K $1.45M
IOO
Ishares Tr Global 100 ETF

ETFs
551
+ 2.06%
$96.2 - $105.12 $53K - $57.9K
27.3K $2.63M
IJS
Ishares S&P Smallcap 600 Value

ETFs
50
+ 0.73%
$96.3 - $112.23 $4.82K - $5.61K
6.87K $669K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
+ 0.21%
$333.37 - $384.99 $1.67K - $1.92K
2.39K $797K
BNS
Bank Of Nova Scotia

Financial Services
165
+ 1.15%
$47.21 - $53.7 $7.79K - $8.86K
14.5K $689K
IWN
Ishares Russell2000 Val ETF

ETFs
3.87K
+ 7.55%
$149.27 - $169.4 $577K - $655K
55.1K $8.31M
AXON
Axon Enterprise, Inc.

Industrials
219
+ 6.95%
$496.65 - $710.01 $109K - $155K
3.37K $1.77M
DFAU
Dimensional ETF Tr

ETFs
76
+ 0.14%
$37.84 - $42.29 $2.88K - $3.21K
55.1K $2.12M
CERS
Cerus Corp

Healthcare
151K
+ 6.97%
$1.39 - $2.15 $210K - $325K
2.32M $3.23M
DOCU
Docusign, Inc.

Technology
238
+ 1.5%
$74.7 - $97.7 $17.8K - $23.3K
16.1K $1.31M
VBK
Vanguard Small Cap Growth ETF

ETFs
16
+ 0.28%
$247.97 - $296.33 $3.97K - $4.74K
5.68K $1.43M
VUG
Vanguard Growth ETF

ETFs
9.46K
+ 10.17%
$369.1 - $427.61 $3.49M - $4.04M
102K $38M
ITOT
Ishares Core S&P Total U.S. St

ETFs
279
+ 0.83%
$120.29 - $134.6 $33.6K - $37.6K
33.8K $4.12M
IRM
Iron Mountain Inc

Real Estate
1.3K
+ 7.69%
$82.79 - $111.31 $108K - $145K
18.3K $1.57M
BTU
Peabody Energy Corp

Energy
4K
+ 10.0%
$12.48 - $20.86 $49.9K - $83.4K
44K $596K
FDX
Fedex Corp

Industrials
1.23K
+ 8.31%
$230.33 - $281.53 $284K - $347K
16.1K $3.91M
AFRM
Affirm Holdings, Inc.

Technology
4.68K
+ 15.48%
$43.7 - $80.98 $204K - $379K
34.9K $1.58M
HON
Honeywell International Inc

Industrials
369
+ 1.51%
$202.75 - $226.52 $74.8K - $83.6K
24.9K $5.26M
DIS
Walt Disney CO

Communication Services
9.29K
+ 9.76%
$96.87 - $114.0 $900K - $1.06M
104K $10.3M
SHOP
Shopify Inc.

Technology
222
+ 0.66%
$90.59 - $129.31 $20.1K - $28.7K
34.1K $3.25M
BILL
Bill.Com Holdings, Inc.

Technology
638
+ 6.39%
$43.59 - $97.07 $27.8K - $61.9K
10.6K $487K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
16.9K
+ 13.19%
$47.79 - $59.89 $809K - $1.01M
145K $7.3M
DLR
Digital Realty Trust, Inc.

Real Estate
801
+ 4.48%
$142.1 - $183.56 $114K - $147K
18.7K $2.68M
PCOR
Procore Technologies, Inc.

Technology
23.4K
+ 10.07%
$65.21 - $88.33 $1.53M - $2.07M
256K $16.9M
ACVA
Acv Auctions Inc.

Consumer Cyclical
318
+ 0.43%
$13.1 - $22.25 $4.17K - $7.08K
74.8K $1.05M
XSW
Spdr S&P Software & Services E

ETFs
267
+ 1.29%
$159.76 - $197.42 $42.7K - $52.7K
21K $3.36M
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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