Latest Institutional Transactions on Ishares Tr (IEO)
This table provides information on the latest institutional transactions involving Ishares Tr (IEO) 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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
366+ 31.12% |
$31.5K - $36.3K
|
1.54K
$138K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
923+ 18.08% |
$79.4K - $91.5K
|
6.03K
$540K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-89.5K- 68.46% |
$7.7M - $8.87M
|
41.2K
$3.69M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.96K+ 9.68% |
$512K - $590K
|
67.5K
$6.05M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.1K- 52.38% |
$2.33M - $2.69M
|
24.6K
$2.21M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$1.06M - $1.22M
|
12.3K
$1.1M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.09K+ 35.21% |
$352K - $405K
|
15.7K
$1.41M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
101+ 134.67% |
$8.69K - $10K
|
176
$15.8K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.15K- 76.51% |
$98.9K - $114K
|
353
$31.6K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
224+ 6.94% |
$19.3K - $22.2K
|
3.45K
$309K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 4.07% |
$200K - $230K
|
54.8K
$4.9M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.25K- 36.33% |
$108K - $124K
|
2.19K
$196K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 3.57% |
$172 - $198
|
58
$5.2K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
99+ 2.56% |
$8.52K - $9.81K
|
3.96K
$355K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$86 - $99.1
|
753
$67.5K
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-82- 1.09% |
$7.05K - $8.13K
|
7.44K
$666K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.16K- 52.24% |
$788K - $908K
|
8.38K
$750K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-46- 1.05% |
$3.96K - $4.56K
|
4.32K
$387K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25New |
$2.15K - $2.48K
|
25
$2.24K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.09KNew |
$265K - $306K
|
3.09K
$276K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.18K- 3.92% |
$101K - $117K
|
28.8K
$2.58M
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 7.4% |
$89.9K - $104K
|
13.1K
$1.17M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.64K+ 1.46% |
$141K - $162K
|
114K
$10.2M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-73- 0.73% |
$6.28K - $7.24K
|
9.95K
$892K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.06K- 27.8% |
$91.1K - $105K
|
2.75K
$246K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7+ 1.74% |
$602 - $694
|
409
$36.6K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-746- 7.27% |
$64.2K - $74K
|
9.51K
$852K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.58K+ 33.8% |
$480K - $553K
|
22.1K
$1.98M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.51K- 27.44% |
$216K - $249K
|
6.64K
$595K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.33KNew |
$200K - $230K
|
2.33K
$208K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.44% |
$172 - $198
|
454
$40.7K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.65% |
$86 - $99.1
|
154
$13.8K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.87K- 88.4% |
$161K - $186K
|
246
$22K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-100- 2.12% |
$8.6K - $9.91K
|
4.61K
$413K
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-140- 2.12% |
$12K - $13.9K
|
6.47K
$580K
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.28K+ 16.44% |
$369K - $425K
|
30.4K
$2.72M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-47- 35.34% |
$4.04K - $4.66K
|
86
$7.7K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 17.11% |
$870K - $1M
|
69.3K
$6.2M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-244- 1.51% |
$21K - $24.2K
|
15.9K
$1.43M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.12K- 41.08% |
$182K - $210K
|
3.04K
$272K
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.78K- 13.15% |
$239K - $275K
|
18.4K
$1.64M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 9.95% |
$19.4K - $22.3K
|
2.49K
$223K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.91K- 8.26% |
$337K - $388K
|
43.5K
$3.9M
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.53% |
$516 - $595
|
1.13K
$101K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.21KNew |
$190K - $219K
|
2.21K
$198K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-272- 49.91% |
$23.4K - $27K
|
273
$24.5K
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
6.07K+ 5.65% |
$522K - $602K
|
114K
$10.2M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.09K- 37.28% |
$266K - $307K
|
5.21K
$466K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-151- 3.59% |
$13K - $15K
|
4.06K
$364K
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-360- 1.66% |
$31K - $35.7K
|
21.4K
$1.91M
|