Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.19K+ 7.23% |
$44.3K - $47.9K
|
17.6K
$961K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.01K+ 8.8% |
$37.7K - $40.7K
|
12.5K
$681K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 67.5% |
$1.01K - $1.09K
|
67
$3.66K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 67.5% |
$1.01K - $1.09K
|
67
$3.66K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$37.3 - $40.4
|
1
$54.6
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300- 14.05% |
$11.2K - $12.1K
|
1.84K
$100K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-417- 65.57% |
$15.6K - $16.8K
|
219
$12K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-654- 8.07% |
$24.4K - $26.4K
|
7.45K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.04K- 10.62% |
$151K - $163K
|
34K
$1.85M
|