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 14, 2020
Q2 2020
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-20.2KClosed |
$434K - $867K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-230Closed |
$4.95K - $9.88K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-23- 33.82% |
$495 - $988
|
45
$4.58K
|
|
|
Jul 10, 2020
Q2 2020
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-305Closed |
$6.56K - $13.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
135New |
$2.58K - $7.67K
|
135
$13.7K
|
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-274Closed |
$5.24K - $15.6K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-15KClosed |
$287K - $852K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-436KClosed |
$8.33M - $24.8M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-85KClosed |
$1.63M - $4.83M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-54Closed |
$1.03K - $3.07K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-6.02KClosed |
$115K - $342K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.65KClosed |
$108K - $321K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-5.55KClosed |
$106K - $315K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-67Closed |
$1.28K - $3.81K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-276Closed |
$5.28K - $15.7K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.74KClosed |
$90.6K - $269K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-56.8KClosed |
$2.73M - $3.16M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Brown Advisory Inc
|
SELL
|
- |
-7KClosed |
$337K - $389K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-2.97KClosed |
$143K - $165K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.26KClosed |
$205K - $237K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Feb 13, 2024
Q3 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.94KClosed |
$90K - $109K
|
0
$0
|
|
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-23.9KClosed |
$1.11M - $1.34M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-106Closed |
$4.92K - $5.96K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-22.7KClosed |
$1.05M - $1.28M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.94KClosed |
$90K - $109K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-7.99KClosed |
$371K - $449K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-602- 66.59% |
$27.9K - $33.8K
|
302
$30.7K
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-210Closed |
$9.74K - $11.8K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-366Closed |
$17K - $20.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-24.4KClosed |
$1.26M - $1.53M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-200- 4.76% |
$10.5K - $11.9K
|
4K
$407K
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-18- 94.74% |
$945 - $1.07K
|
1
$102
|
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-806Closed |
$42.3K - $48.1K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-84KClosed |
$4.41M - $5.01M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5Closed |
$262 - $298
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.59KClosed |
$451K - $512K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-29.7KClosed |
$1.56M - $1.77M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-161Closed |
$8.45K - $9.6K
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-40Closed |
$2.1K - $2.38K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-230Closed |
$11K - $18K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-646Closed |
$30.8K - $50.7K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.68KClosed |
$128K - $210K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.08KClosed |
$194K - $320K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.3KClosed |
$205K - $337K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.79KNew |
$228K - $375K
|
4.79K
$487K
|
|
|
Jan 22, 2019
Q4 2018
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-36.5KClosed |
$1.74M - $2.86M
|
0
$0
|
|
|
Jan 07, 2019
Q4 2018
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-6.97KClosed |
$332K - $546K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1K- 28.57% |
$70.3K - $76.8K
|
2.5K
$254K
|
|
|
Nov 15, 2018
Q3 2018
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-10.8KClosed |
$756K - $826K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
502New |
$35.3K - $38.6K
|
502
$51.1K
|
|