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 $2.46 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

30,350

Previous 26,066 16.44%

Holding current value

$2.46 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

175

Shares Held

2.64M

Call Options Held

24.9K

Put Options Held

47.7K

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stegent Equity Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stegent Equity Advisors, Inc. with notifications on news.

Account

Stegent Equity Advisors, Inc. Ishares Tr Transaction History