Purchases and Sales Made in Q1 2023 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.23K- 23.77% |
$97.6K - $122K
|
3.95K
$402K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 24.01% |
$130K - $163K
|
5.21K
$530K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.8K- 41.02% |
$142K - $178K
|
2.58K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.83K- 29.97% |
$145K - $180K
|
4.27K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.59K- 26.05% |
$205K - $256K
|
7.36K
$749K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.83K- 66.09% |
$304K - $379K
|
1.97K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.28K- 58.62% |
$339K - $422K
|
3.02K
$307K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.53K- 34.19% |
$359K - $448K
|
8.72K
$888K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.16K- 74.98% |
$488K - $608K
|
2.06K
$209K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.07K- 48.4% |
$561K - $699K
|
7.54K
$768K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.92K- 10.7% |
$707K - $881K
|
74.4K
$7.57M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.2K- 51.6% |
$812K - $1.01M
|
9.61K
$978K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.5K- 73.35% |
$988K - $1.23M
|
4.53K
$461K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14K- 98.34% |
$1.11M - $1.38M
|
236
$24K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.1K- 55.88% |
$1.12M - $1.39M
|
11.1K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.5K- 31.85% |
$1.23M - $1.54M
|
33.3K
$3.38M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.7K- 90.63% |
$1.48M - $1.85M
|
1.94K
$197K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.1K- 82.25% |
$1.6M - $1.99M
|
4.35K
$442K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25K- 34.45% |
$1.98M - $2.47M
|
47.6K
$4.85M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-28.3K- 41.35% |
$2.25M - $2.8M
|
40.2K
$4.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.8K- 92.6% |
$2.44M - $3.05M
|
2.46K
$251K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-37.6K- 57.84% |
$2.98M - $3.72M
|
27.4K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.4K- 26.33% |
$3.2M - $3.99M
|
113K
$11.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-41.2K- 53.78% |
$3.26M - $4.06M
|
35.4K
$3.6M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-47.8K- 67.67% |
$3.78M - $4.72M
|
22.8K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-50.9K- 81.44% |
$4.03M - $5.03M
|
11.6K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-51.6K- 14.48% |
$4.09M - $5.1M
|
305K
$31M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.4K- 50.19% |
$4.55M - $5.67M
|
57K
$5.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67.5K- 49.43% |
$5.35M - $6.67M
|
69.1K
$7.03M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-75.5K- 31.16% |
$5.99M - $7.46M
|
167K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-96.9K- 52.1% |
$7.68M - $9.57M
|
89.1K
$9.07M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-106K- 62.58% |
$8.38M - $10.4M
|
63.2K
$6.43M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-108K- 51.18% |
$8.53M - $10.6M
|
103K
$10.5M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-123K- 93.08% |
$9.77M - $12.2M
|
9.17K
$933K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-130K- 65.31% |
$10.3M - $12.8M
|
68.9K
$7.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-132K- 59.96% |
$10.5M - $13.1M
|
88.2K
$8.98M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-194K- 87.63% |
$15.4M - $19.1M
|
27.4K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-274K- 31.3% |
$21.7M - $27.1M
|
602K
$61.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-346K- 64.37% |
$27.4M - $34.2M
|
191K
$19.5M
|