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 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 33.33% |
$8.28K - $10.2K
|
200
$17.9K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.47KNew |
$205K - $251K
|
2.47K
$221K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50New |
$4.14K - $5.08K
|
50
$4.48K
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-975- 38.36% |
$80.7K - $99K
|
1.57K
$140K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.8KNew |
$149K - $183K
|
1.8K
$161K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-523- 2.42% |
$43.3K - $53.1K
|
21.1K
$1.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
75New |
$6.21K - $7.62K
|
75
$6.72K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.71% |
$248 - $305
|
423
$37.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
102New |
$8.45K - $10.4K
|
102
$9.14K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
278New |
$23K - $28.2K
|
278
$24.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-38- 1.56% |
$3.15K - $3.86K
|
2.39K
$214K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
2.39KNew |
$198K - $243K
|
2.39K
$214K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
74New |
$6.13K - $7.51K
|
74
$6.63K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
55New |
$4.55K - $5.58K
|
55
$4.93K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
13.1K+ 289.49% |
$1.08M - $1.33M
|
17.6K
$1.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$8.28K - $10.2K
|
100
$8.96K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
4New |
$331 - $406
|
4
$358
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
15.8KNew |
$1.31M - $1.61M
|
15.8K
$1.42M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.7KNew |
$224K - $274K
|
2.7K
$242K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$89.4K - $102K
|
1.13K
$102K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
2.5K+ 125.0% |
$197K - $226K
|
4.5K
$403K
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.91KNew |
$387K - $443K
|
4.91K
$439K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.67% |
$78.9 - $90.3
|
61
$5.46K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.52% |
$78.9 - $90.3
|
67
$6K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.9KNew |
$781K - $894K
|
9.9K
$887K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-36Closed |
$2.85K - $3.56K
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.7KNew |
$214K - $267K
|
2.7K
$242K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.51KNew |
$199K - $248K
|
2.51K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-64- 7.36% |
$5.07K - $6.32K
|
806
$72.2K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
515+ 20.68% |
$40.8K - $50.9K
|
3.01K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
6.5KNew |
$515K - $642K
|
6.5K
$582K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-400- 10.26% |
$31.7K - $39.5K
|
3.5K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.71KNew |
$453K - $564K
|
5.71K
$512K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-121- 2.84% |
$9.59K - $12K
|
4.15K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
1.4K+ 14.88% |
$111K - $139K
|
10.8K
$971K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$317 - $395
|
4
$358
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-127- 87.59% |
$10.1K - $12.5K
|
18
$1.61K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$131K - $163K
|
1.65K
$148K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
285New |
$22.6K - $28.2K
|
285
$25.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 73.35% |
$988K - $1.23M
|
4.53K
$406K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
35New |
$2.77K - $3.46K
|
35
$3.14K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.67KNew |
$212K - $264K
|
2.67K
$239K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-170- 12.06% |
$13.5K - $16.8K
|
1.24K
$111K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
404+ 17.38% |
$32K - $39.9K
|
2.73K
$244K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.53K- 34.19% |
$359K - $448K
|
8.72K
$781K
|
|
| Q4 2022 | |||||||
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-26Closed |
$2.3K - $2.75K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 646.5% |
$89.7K - $108K
|
1.17K
$105K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.98K- 10.98% |
$264K - $316K
|
24.2K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
475+ 86.68% |
$42K - $50.3K
|
1.02K
$91.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10New |
$884 - $1.06K
|
10
$896
|
|