Latest Institutional Transactions on Ishares U S ETF Tr Ishares Evo (IEDI)
This table provides information on the latest institutional transactions involving Ishares U S ETF Tr Ishares Evo (IEDI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-522- 10.56% |
$24.1K - $27.2K
|
4.42K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.03K+ 140.62% |
$371K - $418K
|
13.7K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
201New |
$9.29K - $10.5K
|
201
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.9K- 66.58% |
$736K - $830K
|
7.99K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.83K- 35.29% |
$315K - $356K
|
12.5K
$684K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-17- 0.24% |
$785 - $886
|
7.08K
$387K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.33KNew |
$339K - $361K
|
7.33K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
60New |
$2.77K - $2.95K
|
60
$3.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57KNew |
$72.7K - $77.4K
|
1.57K
$85.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-40- 48.78% |
$1.85K - $1.97K
|
42
$2.29K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-74- 66.07% |
$3.42K - $3.64K
|
38
$2.08K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
800KNew |
$34.4M - $40M
|
800K
$43.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.33K- 29.41% |
$186K - $216K
|
10.4K
$567K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
19.2KNew |
$825K - $960K
|
19.2K
$1.05M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-710- 33.1% |
$26.2K - $31.6K
|
1.44K
$78.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
17.1KNew |
$631K - $760K
|
17.1K
$933K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
186New |
$7.09K - $7.74K
|
186
$10.2K
|
|
| Q2 2023 | |||||||
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.19K+ 7.23% |
$44.3K - $47.9K
|
17.6K
$962K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2New |
$71.9 - $80.2
|
2
$109
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-92- 66.67% |
$3.31K - $3.69K
|
46
$2.51K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
661New |
$23.8K - $26.5K
|
661
$36.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$3.48K - $4.02K
|
100
$5.46K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-45.5K- 82.58% |
$1.58M - $1.83M
|
9.6K
$524K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-171- 0.37% |
$5.97K - $7.19K
|
46.6K
$2.55M
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-87Closed |
$2.97K - $3.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
774+ 14.66% |
$26.4K - $34.7K
|
6.05K
$331K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.7KClosed |
$593K - $710K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.43KClosed |
$179K - $214K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-33.7KClosed |
$1.36M - $1.63M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-216Closed |
$8.73K - $10.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-81.4KClosed |
$3.29M - $3.94M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-16.9KClosed |
$682K - $817K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
61New |
$2.67K - $2.99K
|
61
$3.33K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.95KClosed |
$208K - $221K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-100Closed |
$4.2K - $4.46K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-170Closed |
$5.44K - $6.56K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-460Closed |
$10.5K - $15.1K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.4KClosed |
$441K - $635K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-44KClosed |
N/A
|
0
$0
|
|