Stegent Equity Advisors, Inc. Ishares Tr Transaction History

Stegent Equity Advisors, Inc.

$84.8 Million
Q1 2025

A detailed history of Stegent Equity Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 30,350 shares of IEO stock, worth $2.57 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

30,350

Previous 26,066 16.44%

Holding current value

$2.57 Million

Previous $2.34 Million 22.86%

% of portfolio

3.39%

Previous 2.76%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$86.02 - $99.13 $368,509 - $424,672	4,284 Added 16.44%	30,350 $2.87 Million
Q4 2024 Feb 04, 2025	BUY	$85.22 - $101.77 $511,064 - $610,314	5,997 Added 29.88%	26,066 $2.34 Million
Q3 2024 Oct 18, 2024	SELL	$88.52 - $101.16 $155,618 - $177,839	-1,758 Reduced 8.05%	20,069 $1.84 Million
Q2 2024 Jul 31, 2024	BUY	$96.41 - $111.94 $2.1 Million - $2.44 Million	21,827 New	21,827 $2.17 Million

Others Institutions Holding IEO

# of Institutions

173

Shares Held

2.57M

Call Options Held

37.3K

Put Options Held

28.2K

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About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

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Stegent Equity Advisors, Inc. Ishares Tr Transaction History