Latest Institutional Transactions on Ishares Tr (IEO)

IEO Quotes by TradingView

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 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-65
Closed
$2.98K - $3.82K
0 $0
Aug 11, 2021 Q2 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-197
Closed
$9.04K - $11.6K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-1
Closed
$45.9 - $58.8
0 $0
Q1 2021
May 13, 2021 Q1 2021
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-21K
Closed
$754K - $1.12M
0 $0
May 03, 2021 Q1 2021
Asset Dedication, LLC

SELL
 -
-30
Closed
$1.08K - $1.6K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-140
Closed
$5.03K - $7.48K
0 $0
Q4 2020
May 15, 2024 Q4 2020
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-325
Closed
$7.96K - $12.5K
0 $0
Feb 05, 2021 Q4 2020
Tompkins Financial Corp

BUY
 -
3.93K
New
$96.1K - $151K
3.93K $319K
Feb 03, 2021 Q4 2020
Sugarloaf Wealth Management, LLC

SELL
 -
-750
Closed
$18.4K - $28.9K
0 $0
Jan 29, 2021 Q4 2020
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-39
Closed
$955 - $1.5K
0 $0
Jan 12, 2021 Q4 2020
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-218
Closed
$5.34K - $8.41K
0 $0
Jan 07, 2021 Q4 2020
Webster Bank, N. A.

SELL
 -
-100
Closed
$2.45K - $3.86K
0 $0
Q3 2020
Nov 07, 2023 Q3 2020
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-14
Closed
$370 - $487
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-968
Closed
$25.6K - $33.6K
0 $0
Nov 12, 2020 Q3 2020
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-6.32K
Closed
$167K - $220K
0 $0
Nov 12, 2020 Q3 2020
Karp Capital Management Corp

SELL
 -
-85.8K
Closed
$2.27M - $2.98M
0 $0
Nov 09, 2020 Q3 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-61
Closed
$1.61K - $2.12K
0 $0
Nov 09, 2020 Q3 2020
Access Financial Services, Inc.

SELL
 -
-23.9K
Closed
$633K - $832K
0 $0
Nov 05, 2020 Q3 2020
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-540
Closed
$14.3K - $18.8K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-590
Closed
$12.7K - $25.4K
0 $0
Aug 14, 2020 Q2 2020
Alerus Financial Na

Grand Forks, ND
SELL
 -
-20.2K
Closed
$434K - $867K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-230
Closed
$4.95K - $9.88K
0 $0
Aug 06, 2020 Q2 2020
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-23
- 33.82%
$495 - $988
45 $3.65K
Jul 10, 2020 Q2 2020
Lfa Lugano Financial Advisors Sa

SELL
 -
-305
Closed
$6.56K - $13.1K
0 $0
Q1 2020
May 19, 2020 Q1 2020
Perennial Advisors, LLC

New York, NY
BUY
 -
135
New
$2.58K - $7.67K
135 $11K
May 15, 2020 Q1 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-274
Closed
$5.24K - $15.6K
0 $0
May 15, 2020 Q1 2020
Hsbc Holdings PLC

London, X0
SELL
 CALL
-15K
Closed
$287K - $852K
0 $0
May 14, 2020 Q1 2020
Fil LTD

Hamilton, D0
SELL
 -
-436K
Closed
$8.33M - $24.8M
0 $0
May 13, 2020 Q1 2020
Brinker Capital Investments, LLC

SELL
 -
-85K
Closed
$1.63M - $4.83M
0 $0
May 07, 2020 Q1 2020
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-54
Closed
$1.03K - $3.07K
0 $0
May 05, 2020 Q1 2020
Avalon Investment & Advisory

Houston, TX
SELL
 -
-6.02K
Closed
$115K - $342K
0 $0
Apr 30, 2020 Q1 2020
Pictet & Cie (Europe) Sa

SELL
 -
-5.55K
Closed
$106K - $315K
0 $0
Apr 30, 2020 Q1 2020
Banque Pictet & Cie Sa

SELL
 -
-5.65K
Closed
$108K - $321K
0 $0
Apr 29, 2020 Q1 2020
Institute For Wealth Management, Llc.

SELL
 -
-67
Closed
$1.28K - $3.81K
0 $0
Apr 22, 2020 Q1 2020
Ingalls & Snyder LLC

New York, NY
SELL
 -
-4.74K
Closed
$90.6K - $269K
0 $0
Apr 22, 2020 Q1 2020
Creative Financial Designs Inc

SELL
 -
-276
Closed
$5.28K - $15.7K
0 $0
Q4 2019
Feb 18, 2020 Q4 2019
Axa S.A.

Paris, I0
SELL
 -
-56.8K
Closed
$2.73M - $3.16M
0 $0
Feb 14, 2020 Q4 2019
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-2.97K
Closed
$143K - $165K
0 $0
Feb 14, 2020 Q4 2019
Brown Advisory Inc

SELL
 -
-7K
Closed
$337K - $389K
0 $0
Feb 06, 2020 Q4 2019
Godsey & Gibb Associates

SELL
 -
-4.26K
Closed
$205K - $237K
0 $0
Q3 2019
Feb 13, 2024 Q3 2019
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-1.94K
Closed
$90K - $109K
0 $0
Nov 20, 2019 Q3 2019
Virtu Financial LLC

New York, NY
SELL
 -
-23.9K
Closed
$1.11M - $1.34M
0 $0
Nov 14, 2019 Q3 2019
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-106
Closed
$4.92K - $5.96K
0 $0
Nov 14, 2019 Q3 2019
Avestar Capital, LLC

SELL
 -
-22.7K
Closed
$1.05M - $1.28M
0 $0
Nov 04, 2019 Q3 2019
Brasada Capital Management, LP

Houston, TX
SELL
 -
-7.99K
Closed
$371K - $449K
0 $0
Nov 04, 2019 Q3 2019
Bartlett & Co. LLC

SELL
 -
-1.94K
Closed
$90K - $109K
0 $0
Oct 30, 2019 Q3 2019
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-210
Closed
$9.74K - $11.8K
0 $0
Oct 30, 2019 Q3 2019
Executive Wealth Management, LLC

SELL
 -
-602
- 66.59%
$27.9K - $33.8K
302 $24.5K
Oct 22, 2019 Q3 2019
Flagship Harbor Advisors, LLC

SELL
 -
-366
Closed
$17K - $20.6K
0 $0

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