Ieq Capital, LLC Sells in Q2 2025

Ieq Capital, LLC

  • $15.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-207K
- 22.42%
$496.48 - $617.85 $103M - $128M
717K $443M
AAPL
Apple Inc.

Technology
-144K
- 5.92%
$172.42 - $223.89 $24.9M - $32.3M
2.29M $471M
APO
Apollo Global Management, Inc.

Financial Services
-495K
- 91.43%
$108.68 - $145.07 $53.8M - $71.8M
46.4K $6.59M
CVNA
Carvana Co.

Consumer Cyclical
-175K
- 98.51%
$162.57 - $345.64 $28.5M - $60.7M
2.65K $893K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-286K
- 35.27%
$90.56 - $109.49 $25.9M - $31.3M
525K $57.3M
XLF
Financial Sector Spdr

ETFs
-505K
- 93.89%
$43.92 - $52.37 $22.2M - $26.5M
32.9K $1.72M
UNH
Unitedhealth Group Inc

Healthcare
-13.8K
- 15.8%
$274.35 - $599.47 $3.77M - $8.24M
73.3K $22.9M
OEF
Ishares S&P 100 ETF

ETFs
-81.7K
- 10.14%
N/A
724K $193M
TWLO
Twilio Inc

Communication Services
-174K
- 69.46%
$81.34 - $124.36 $14.2M - $21.7M
76.7K $9.53M
BFZ
Blackrock California Municipal Income Trust

Financial Services
-1.32M
- 98.74%
$10.2 - $11.19 $13.5M - $14.8M
16.9K $182K
LLY
Eli Lilly & CO

Healthcare
-8.67K
- 10.73%
$713.71 - $898.95 $6.19M - $7.8M
72.1K $56.2M
PDI
Pimco Dynamic Income Fund

Financial Services
-517K
- 97.77%
$17.02 - $19.87 $8.79M - $10.3M
11.8K $223K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-37.9K
- 86.09%
$224.32 - $326.09 $8.5M - $12.4M
6.12K $2M
PCOR
Procore Technologies, Inc.

Technology
-147K
- 57.21%
$56.26 - $72.4 $8.25M - $10.6M
110K $7.51M
ELV
Elevance Health, Inc.

Healthcare
-20.4K
- 69.77%
$372.27 - $452.69 $7.58M - $9.22M
8.83K $3.43M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-13K
- 30.27%
$390.26 - $489.06 $5.08M - $6.36M
30K $12.1M
COP
Conocophillips

Energy
-64.8K
- 37.98%
$82.66 - $106.1 $5.36M - $6.88M
106K $9.5M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-673K
- 98.27%
$10.69 - $14.6 $7.2M - $9.83M
11.9K $173K
KO
Coca Cola CO

Consumer Defensive
-113K
- 50.91%
$68.37 - $73.9 $7.73M - $8.36M
109K $7.71M
IWM
Ishares Russell 2000 ETF

ETFs
-43.4K
- 43.89%
$174.82 - $215.79 $7.59M - $9.37M
55.5K $12M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-511K
- 97.87%
$12.07 - $14.61 $6.16M - $7.46M
11.1K $143K
IVW
Ishares S&P 500 Growth ETF

ETFs
-109K
- 41.72%
$82.96 - $110.1 $9.04M - $12M
152K $16.8M
OVV
Ovintiv Inc.

Energy
-166K
- 69.07%
$31.18 - $44.14 $5.17M - $7.32M
74.3K $2.83M
CVX
Chevron Corp

Energy
-29.6K
- 27.68%
$133.73 - $168.51 $3.96M - $4.99M
77.3K $11.1M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-86K
- 87.86%
$57.26 - $78.92 $4.92M - $6.78M
11.9K $687K
HUN
Huntsman Corp

Basic Materials
-292K
- 44.3%
$10.28 - $15.52 $3M - $4.53M
367K $3.83M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-23.9K
- 51.4%
$212.1 - $244.27 $5.07M - $5.84M
22.6K $4.95M
CMCSA
Comcast Corp

Communication Services
-159K
- 28.28%
$32.84 - $36.72 $5.21M - $5.83M
403K $14.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-44.4K
- 45.76%
$121.58 - $136.74 $5.4M - $6.07M
52.6K $7.14M
TMUS
T Mobile Us, Inc.

Communication Services
-19.9K
- 44.91%
$220.99 - $268.54 $4.41M - $5.36M
24.5K $5.83M
PCG
Pg&E Corp

Utilities
-251K
- 32.68%
$13.55 - $17.87 $3.4M - $4.49M
517K $7.21M
ADP
Automatic Data Processing Inc

Industrials
-19.7K
- 63.33%
$276.76 - $326.81 $5.44M - $6.42M
11.4K $3.51M
KKR
Kkr & Co. Inc.

Financial Services
-52K
- 84.31%
$92.79 - $134.29 $4.82M - $6.98M
9.67K $1.29M
SLB
Schlumberger Limited

Energy
-138K
- 93.93%
$31.95 - $42.2 $4.4M - $5.81M
8.9K $300K
APP
App Lovin Corp

Technology
-39.3K
- 41.57%
$219.37 - $417.89 $8.63M - $16.4M
55.3K $19.4M
AON
Aon PLC

Financial Services
-13.6K
- 91.68%
$335.85 - $398.81 $4.56M - $5.41M
1.23K $439K
CBRE
Cbre Group, Inc.

Real Estate
-43.4K
- 62.73%
$113.94 - $140.12 $4.94M - $6.08M
25.8K $3.61M
DVY
Ishares Tr

ETFs
-40.1K
- 66.26%
$118.37 - $134.86 $4.74M - $5.4M
20.4K $2.71M
VTV
Vanguard Value ETF

ETFs
-32.7K
- 35.06%
$153.67 - $176.74 $5.02M - $5.77M
60.5K $10.7M
HUM
Humana Inc

Healthcare
-16.4K
- 29.12%
$224.93 - $295.04 $3.68M - $4.83M
39.8K $9.74M
TER
Teradyne, Inc

Technology
-65.1K
- 61.21%
$67.96 - $91.05 $4.43M - $5.93M
41.3K $3.71M
XEL
Xcel Energy Inc

Utilities
-69.8K
- 95.06%
$65.65 - $72.39 $4.58M - $5.05M
3.63K $246K
XOM
Exxon Mobil Corp

Energy
-19.8K
- 8.25%
$99.93 - $119.04 $1.97M - $2.35M
220K $23.7M
CFG
Citizens Financial Group Inc

Financial Services
-133K
- 38.97%
$34.27 - $44.75 $4.56M - $5.96M
209K $9.33M
HBAN
Huntington Bancshares Inc

Financial Services
-322K
- 72.82%
$12.49 - $16.76 $4.02M - $5.39M
120K $2.01M
SF
Stifel Financial Corp

Financial Services
-50.1K
- 64.67%
$76.49 - $103.78 $3.83M - $5.2M
27.4K $2.84M
MS
Morgan Stanley

Financial Services
-53.2K
- 41.93%
$99.83 - $140.86 $5.31M - $7.49M
73.6K $10.4M
VZ
Verizon Communications Inc

Communication Services
-91.6K
- 60.87%
$41.67 - $45.62 $3.82M - $4.18M
58.9K $2.55M
PLD
Prologis, Inc.

Real Estate
-37.5K
- 91.78%
$89.76 - $112.34 $3.36M - $4.21M
3.36K $352K
Activity Summary
Buys All Purchases 1278 New Holdings 425 Increased Positions 853 Sells All Sells 459 Reductions 459 Sold out 0 Options Calls 1 Puts 2
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