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 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11K- 79.09% |
$694K - $957K
|
2.91K
$296K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1KClosed |
$63.1K - $87K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.32KClosed |
$209K - $289K
|
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
$18.3K
|
|
Q4 2021 | |||||||
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
111New |
$6.41K - $7.4K
|
111
$11.3K
|
|
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
$734K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-78Closed |
$4.51K - $5.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.12KClosed |
$64.4K - $74.3K
|
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
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-440Closed |
$20.5K - $25.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-6.69KClosed |
$312K - $392K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-47.9KClosed |
$2.23M - $2.81M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-25KClosed |
$1.17M - $1.47M
|
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
$4.88K
|
|
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
$56.3K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-110Closed |
$5.05K - $6.47K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73Closed |
$3.35K - $4.3K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-548Closed |
$25.2K - $32.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65Closed |
$2.98K - $3.82K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-197Closed |
$9.04K - $11.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1Closed |
$45.9 - $58.8
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-21KClosed |
$754K - $1.12M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-30Closed |
$1.08K - $1.6K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-140Closed |
$5.03K - $7.48K
|
0
$0
|
|
Q4 2020 | |||||||
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-325Closed |
$7.96K - $12.5K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
3.93KNew |
$96.1K - $151K
|
3.93K
$399K
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-750Closed |
$18.4K - $28.9K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-39Closed |
$955 - $1.5K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Manchester Financial Inc
|
SELL
|
- |
-140Closed |
$3.43K - $5.4K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-218Closed |
$5.34K - $8.41K
|
0
$0
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-100Closed |
$2.45K - $3.86K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 07, 2023
Q3 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-14Closed |
$370 - $487
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-968Closed |
$25.6K - $33.6K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.32KClosed |
$167K - $220K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-85.8KClosed |
$2.27M - $2.98M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-61Closed |
$1.61K - $2.12K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Access Financial Services, Inc.
|
SELL
|
- |
-23.9KClosed |
$633K - $832K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-540Closed |
$14.3K - $18.8K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-590Closed |
$12.7K - $25.4K
|
0
$0
|