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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
550+ 23.71% |
$53K - $61.6K
|
2.87K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54New |
$5.21K - $6.04K
|
54
$5.42K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.89K- 16.02% |
$279K - $324K
|
15.2K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.9KNew |
$280K - $325K
|
2.9K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08KNew |
$200K - $232K
|
2.08K
$208K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$24.1K - $28K
|
250
$25.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
69New |
$6.65K - $7.72K
|
69
$6.92K
|
|
| Q1 2024 | |||||||
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-207- 0.79% |
$18.2K - $22.1K
|
25.9K
$2.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.64% |
$87.8 - $107
|
158
$15.9K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-840- 44.44% |
$73.7K - $89.9K
|
1.05K
$105K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
226New |
$19.8K - $24.2K
|
226
$22.7K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-11- 0.14% |
$965 - $1.18K
|
8.13K
$815K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
801+ 457.71% |
$70.3K - $85.7K
|
976
$97.9K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.96K+ 37.23% |
$348K - $424K
|
14.6K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.03KNew |
$178K - $217K
|
2.03K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
134KNew |
$11.8M - $14.3M
|
134K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.61KNew |
$229K - $279K
|
2.61K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-660- 21.77% |
$57.9K - $70.6K
|
2.37K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.94KNew |
$170K - $207K
|
1.94K
$194K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.68K+ 123.4% |
$674K - $821K
|
13.9K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
133+ 3.47% |
$11.7K - $14.2K
|
3.97K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
100New |
$8.78K - $10.7K
|
100
$10K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2KNew |
$176K - $214K
|
2K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12.4K- 74.31% |
$1.09M - $1.32M
|
4.28K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
742New |
$65.1K - $79.4K
|
742
$74.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-315Closed |
$27.6K - $33.7K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-600Closed |
$52.7K - $64.2K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.96KNew |
$172K - $210K
|
1.96K
$197K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.32K- 33.86% |
$203K - $248K
|
4.52K
$454K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.01KNew |
$176K - $215K
|
2.01K
$202K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.16K- 20.65% |
$102K - $124K
|
4.45K
$446K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-19- 73.08% |
$1.67K - $2.03K
|
7
$702
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
315New |
$27.6K - $33.7K
|
315
$31.6K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$878 - $1.07K
|
10
$1K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
292New |
$25.6K - $31.2K
|
292
$29.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.03KNew |
$178K - $217K
|
2.03K
$204K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$8.78K - $10.7K
|
100
$10K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.54KNew |
$222K - $271K
|
2.54K
$254K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
65New |
$5.7K - $6.95K
|
65
$6.52K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-596- 17.41% |
$52.3K - $63.8K
|
2.83K
$284K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
62.3KNew |
$5.47M - $6.66M
|
62.3K
$6.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.42K- 39.04% |
$125K - $152K
|
2.22K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.76K- 46.14% |
$154K - $188K
|
2.05K
$206K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3+ 1.69% |
$263 - $321
|
181
$18.2K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 1.66% |
$268 - $307
|
184
$18.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
$3.13K - $3.58K
|
35
$3.51K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.1KNew |
$456K - $522K
|
5.1K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.5KNew |
$1.83M - $2.09M
|
20.5K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.7K- 82.82% |
$1.94M - $2.22M
|
4.5K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.42KNew |
$216K - $248K
|
2.42K
$243K
|
|