Latest Institutional Purchases of Ishares Tr (IEO)
This list provides information on the latest institutional transactions involving Ishares Tr (IEO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.7KNew |
$214K - $267K
|
2.7K
$275K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.67KNew |
$212K - $264K
|
2.67K
$272K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.51KNew |
$199K - $248K
|
2.51K
$256K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$131K - $163K
|
1.65K
$168K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
1.4K+ 14.88% |
$111K - $139K
|
10.8K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
515+ 20.68% |
$40.8K - $50.9K
|
3.01K
$306K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
404+ 17.38% |
$32K - $39.9K
|
2.73K
$278K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
285New |
$22.6K - $28.2K
|
285
$29K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
35New |
$2.77K - $3.46K
|
35
$3.56K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$317 - $395
|
4
$407
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
5.65K+ 13.7% |
$500K - $599K
|
46.9K
$4.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.84KNew |
$339K - $407K
|
3.84K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.49KNew |
$132K - $158K
|
1.49K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.07KNew |
$94.7K - $113K
|
1.07K
$109K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 646.5% |
$89.7K - $108K
|
1.17K
$119K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
611+ 3.33% |
$54K - $64.7K
|
19K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
475+ 86.68% |
$42K - $50.3K
|
1.02K
$104K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
421New |
$37.2K - $44.6K
|
421
$42.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
318New |
$28.1K - $33.7K
|
318
$32.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
300New |
$26.5K - $31.8K
|
300
$30.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
300New |
$26.5K - $31.8K
|
300
$30.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
255+ 0.52% |
$22.5K - $27K
|
48.8K
$4.97M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
225New |
$19.9K - $23.8K
|
225
$22.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200New |
$17.7K - $21.2K
|
200
$20.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
182New |
$16.1K - $19.3K
|
182
$18.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
166+ 691.67% |
$14.7K - $17.6K
|
190
$19.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
155+ 5.98% |
$13.7K - $16.4K
|
2.75K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
145New |
$12.8K - $15.4K
|
145
$14.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
144+ 1.5% |
$12.7K - $15.3K
|
9.72K
$989K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
64+ 2.14% |
$5.66K - $6.78K
|
3.06K
$311K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
50+ 16.67% |
$4.42K - $5.3K
|
350
$35.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
37New |
$3.27K - $3.92K
|
37
$3.77K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31+ 0.75% |
$2.74K - $3.28K
|
4.14K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10New |
$884 - $1.06K
|
10
$1.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
15.9KNew |
$1.16M - $1.54M
|
15.9K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.08KNew |
$224K - $297K
|
3.08K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.99KNew |
$217K - $288K
|
2.99K
$304K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.77K+ 38.52% |
$202K - $267K
|
9.98K
$1.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.51KNew |
$183K - $242K
|
2.51K
$256K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.45KNew |
$178K - $236K
|
2.45K
$250K
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.43KNew |
$177K - $234K
|
2.43K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
455New |
$33.1K - $43.9K
|
455
$46.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
206+ 0.53% |
$15K - $19.9K
|
39.2K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
134New |
$9.74K - $12.9K
|
134
$13.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
90New |
$6.54K - $8.67K
|
90
$9.16K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
15New |
$1.09K - $1.45K
|
15
$1.53K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
11New |
$800 - $1.06K
|
11
$1.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2+ 0.89% |
$145 - $193
|
227
$23.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
10KNew |
$769K - $1.05M
|
10K
$1.02M
|
|