Purchases and Sales Made in Q1 2023 in Ishares U S ETF Tr Ishares Evo (IEDI)
This table provides information about the institutional ownership of Ishares U S ETF Tr Ishares Evo (IEDI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR ISHARES EVO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.22K+ 32.04% |
$331K - $370K
|
38K
$2.07M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.86K+ 12.78% |
$66.9K - $74.6K
|
16.4K
$896K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
661New |
$23.8K - $26.5K
|
661
$36.1K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
626+ 6260.0% |
$22.5K - $25.1K
|
636
$34.7K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
400+ 23.05% |
$14.4K - $16K
|
2.14K
$117K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40New |
$1.44K - $1.6K
|
40
$2.18K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2New |
$71.9 - $80.2
|
2
$109
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 51.22% |
$1.51K - $1.68K
|
40
$2.18K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-92- 66.67% |
$3.31K - $3.69K
|
46
$2.51K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.29K- 27.24% |
$154K - $172K
|
11.5K
$626K
|