Strategic Wealth Partners, Ltd. Ishares Tr Transaction History

Strategic Wealth Partners, Ltd.

$1.14 Billion
Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 500 shares of IEO stock, worth $43,385. This represents 0.0% of its overall portfolio holdings.

Number of Shares

500

Holding current value

$43,385

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$74.87 - $95.92 $37,435 - $47,960	500 New	500 $44,000

Others Institutions Holding IEO

# of Institutions

171

Shares Held

2.18M

Call Options Held

37.1K

Put Options Held

30.3K

Morgan Stanley New York, NY

356K
Shares

$30.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

141K
Shares

$12.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$8.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

98K
Shares

$8.51 Million
0.0% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

82.3K
Shares

$7.14 Million
0.05% of portfolio

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

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Strategic Wealth Partners, Ltd. Ishares Tr Transaction History