Winch Advisory Services, LLC Ishares Tr Transaction History

Winch Advisory Services, LLC

$357 Million
Q1 2025

A detailed history of Winch Advisory Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Winch Advisory Services, LLC holds 454 shares of IEO stock, worth $36,860. This represents 0.01% of its overall portfolio holdings.

Number of Shares

454

Previous 452 0.44%

Holding current value

$36,860

Previous $40,000 5.0%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$86.02 - $99.13 $172 - $198	2 Added 0.44%	454 $42,000
Q4 2024 Jan 14, 2025	BUY	$85.22 - $101.77 $255 - $305	3 Added 0.67%	452 $40,000
Q3 2024 Oct 21, 2024	BUY	$88.52 - $101.16 $265 - $303	3 Added 0.67%	449 $41,000
Q2 2024 Jul 31, 2024	SELL	$96.41 - $111.94 $7,712 - $8,955	-80 Reduced 15.21%	446 $44,000
Q1 2024 May 14, 2024	SELL	$87.76 - $106.97 $2,369 - $2,888	-27 Reduced 4.88%	526 $56,000
Q4 2023 Jan 18, 2024	SELL	$89.35 - $102.39 $19,120 - $21,911	-214 Reduced 27.9%	553 $51,000
Q3 2023 Nov 06, 2023	SELL	$82.81 - $101.54 $5,465 - $6,701	-66 Reduced 7.92%	767 $75,000
Q2 2023 Aug 08, 2023	SELL	$78.88 - $90.31 $14,908 - $17,068	-189 Reduced 18.49%	833 $71,000
Q1 2023 May 10, 2023	SELL	$79.25 - $98.78 $6,498 - $8,099	-82 Reduced 7.43%	1,022 $88,000
Q4 2022 Jan 26, 2023	SELL	$88.39 - $105.94 $18,650 - $22,353	-211 Reduced 16.05%	1,104 $103,000
Q3 2022 Oct 31, 2022	BUY	$72.71 - $96.38 $290 - $385	4 Added 0.31%	1,315 $110,000
Q4 2021 Feb 04, 2022	SELL	$57.79 - $66.64 $1,329 - $1,532	-23 Reduced 1.72%	1,311 $80,000
Q2 2021 Aug 05, 2021	BUY	$45.91 - $58.84 $1,055 - $1,353	23 Added 1.75%	1,334 $76,000
Q3 2020 Nov 04, 2020	SELL	$26.44 - $34.76 $793 - $1,042	-30 Reduced 2.24%	1,311 $35,000
Q4 2019 Feb 12, 2020	SELL	$48.08 - $55.61 $13,366 - $15,459	-278 Reduced 17.17%	1,341 $74,000
Q3 2019 Nov 13, 2019	SELL	$46.4 - $56.22 $12,388 - $15,010	-267 Reduced 14.16%	1,619 $83,000
Q2 2019 Aug 07, 2019	SELL	$51.68 - $62.69 $3.35 Million - $4.07 Million	-64,881 Reduced 97.18%	1,886 $106,000
Q1 2019 May 13, 2019	SELL	$52.48 - $59.62 $19,732 - $22,417	-376 Reduced 0.56%	66,767 $3.88 Million
Q4 2018 Feb 05, 2019	SELL	$47.66 - $78.42 $322,562 - $530,746	-6,768 Reduced 9.16%	67,143 $3.47 Million
Q3 2018 Nov 13, 2018	BUY	$70.3 - $76.8 $125,134 - $136,704	1,780 Added 2.47%	73,911 $5.61 Million
Q2 2018 Aug 13, 2018	BUY	$61.7 - $77.17 $4.45 Million - $5.57 Million	72,131 New	72,131 $5.36 Million

Others Institutions Holding IEO

# of Institutions

173

Shares Held

2.63M

Call Options Held

37.3K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IEO
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Winch Advisory Services, LLC Ishares Tr Transaction History