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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-734Closed |
$56.4K - $77.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.74KClosed |
$288K - $394K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.41KClosed |
$262K - $359K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.65KNew |
$588K - $806K
|
7.65K
$685K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30New |
$2.31K - $3.16K
|
30
$2.69K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
445New |
$34.2K - $46.9K
|
445
$39.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
830New |
$63.8K - $87.5K
|
830
$74.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
100+ 30.3% |
$7.69K - $10.5K
|
430
$38.5K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1KClosed |
$76.9K - $105K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
5.93KNew |
$456K - $625K
|
5.93K
$531K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-6.06KClosed |
$466K - $639K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-20.2KClosed |
$1.55M - $2.13M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
135New |
$10.4K - $14.2K
|
135
$12.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
15New |
$1.15K - $1.58K
|
15
$1.34K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-3.65KClosed |
$280K - $384K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-7.43KClosed |
$571K - $783K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.65KNew |
$204K - $280K
|
2.65K
$238K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-500Closed |
$38.4K - $52.7K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
5KNew |
$384K - $527K
|
5K
$448K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
2.9K+ 43.28% |
$183K - $252K
|
9.6K
$860K
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.5KNew |
$221K - $305K
|
3.5K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11K- 79.09% |
$694K - $957K
|
2.91K
$261K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-300Closed |
$18.9K - $26.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.32KClosed |
$209K - $289K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1KClosed |
$63.1K - $87K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-585Closed |
$36.9K - $50.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-785Closed |
$49.5K - $68.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-42Closed |
$2.65K - $3.66K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
180New |
$11.4K - $15.7K
|
180
$16.1K
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
111New |
$6.41K - $7.4K
|
111
$9.94K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-15.7KClosed |
$909K - $1.05M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
7.22KNew |
$417K - $481K
|
7.22K
$646K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.12KClosed |
$64.4K - $74.3K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-78Closed |
$4.51K - $5.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-258Closed |
$14.9K - $17.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-98Closed |
$5.66K - $6.53K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-43Closed |
$2.48K - $2.87K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6.69KClosed |
$312K - $392K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-440Closed |
$20.5K - $25.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-25KClosed |
$1.17M - $1.47M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-47.9KClosed |
$2.23M - $2.81M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-5.35KClosed |
$249K - $314K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15.8KClosed |
$738K - $929K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-430Closed |
$20K - $25.2K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-8.5KClosed |
$396K - $499K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-203- 80.88% |
$9.46K - $11.9K
|
48
$4.3K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40Closed |
$1.86K - $2.35K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-462- 45.52% |
$21.2K - $27.2K
|
553
$49.5K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-110Closed |
$5.05K - $6.47K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-548Closed |
$25.2K - $32.2K
|
0
$0
|
|