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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$902K - $1.03M
|
10.2K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30- 2.14% |
$2.66K - $3.03K
|
1.38K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.5K- 60.19% |
$399K - $456K
|
2.98K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
127New |
$11.2K - $12.8K
|
127
$10.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 2.13% |
$88.5 - $101
|
48
$3.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
989+ 24.81% |
$87.5K - $100K
|
4.98K
$404K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 80.0% |
$17.7K - $20.2K
|
50
$4.06K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27.7K- 99.77% |
$2.45M - $2.8M
|
63
$5.11K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-135- 5.39% |
$12K - $13.7K
|
2.37K
$193K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-430- 15.66% |
$38.1K - $43.5K
|
2.32K
$188K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 12.5% |
$8.85K - $10.1K
|
700
$56.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-200- 6.94% |
$17.7K - $20.2K
|
2.68K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.72% |
$177 - $202
|
279
$22.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.34K- 11.55% |
$384K - $439K
|
33.2K
$2.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.09K- 6.93% |
$274K - $313K
|
41.5K
$3.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-228- 9.19% |
$20.2K - $23.1K
|
2.25K
$183K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 5.88% |
$8.85K - $10.1K
|
1.8K
$146K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.41K+ 20.06% |
$302K - $345K
|
20.4K
$1.66M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.29K- 35.89% |
$124K - $144K
|
2.3K
$187K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.54KNew |
$245K - $285K
|
2.54K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 12.06% |
$106K - $123K
|
10.2K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.71KNew |
$551K - $639K
|
5.71K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.09K- 30.83% |
$105K - $122K
|
2.44K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.16% |
$96.4 - $112
|
644
$52.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$4.82K - $5.6K
|
50
$4.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.5% |
$96.4 - $112
|
202
$16.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.57KNew |
$344K - $399K
|
3.57K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-725- 61.7% |
$69.9K - $81.2K
|
450
$36.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-111- 18.17% |
$10.7K - $12.4K
|
500
$40.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-600- 62.5% |
$57.8K - $67.2K
|
360
$29.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13.9KNew |
$1.34M - $1.55M
|
13.9K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28New |
$2.7K - $3.13K
|
28
$2.27K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.59KNew |
$828K - $962K
|
8.59K
$697K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108New |
$10.4K - $12.1K
|
108
$8.77K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
53+ 0.9% |
$5.11K - $5.93K
|
5.92K
$481K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-127- 48.47% |
$12.2K - $14.2K
|
135
$11K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.2KNew |
$116K - $135K
|
1.2K
$97.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$1.06K - $1.23K
|
11
$893
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
50+ 2.49% |
$4.82K - $5.6K
|
2.06K
$167K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
150New |
$14.5K - $16.8K
|
150
$12.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
784New |
$75.6K - $87.8K
|
784
$63.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
157New |
$15.1K - $17.6K
|
157
$12.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
550+ 23.71% |
$53K - $61.6K
|
2.87K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54New |
$5.21K - $6.04K
|
54
$4.38K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.89K- 16.02% |
$279K - $324K
|
15.2K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08KNew |
$200K - $232K
|
2.08K
$168K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$24.1K - $28K
|
250
$20.3K
|
|
| Q1 2024 | |||||||
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
67New |
$5.88K - $7.17K
|
67
$5.44K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-207- 0.79% |
$18.2K - $22.1K
|
25.9K
$2.1M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.64% |
$87.8 - $107
|
158
$12.8K
|
|