Purchases and Sales Made in Q1 2024 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q1 2024. 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 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
134KNew |
$11.8M - $14.3M
|
134K
$13.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
62.3KNew |
$5.47M - $6.66M
|
62.3K
$6.34M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2KNew |
$1.59M - $1.94M
|
18.2K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.73K+ 13.56% |
$766K - $933K
|
73.1K
$7.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.68K+ 123.4% |
$674K - $821K
|
13.9K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
5.87KNew |
$515K - $627K
|
5.87K
$597K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.68K+ 26.07% |
$498K - $607K
|
27.5K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4K+ 42.11% |
$351K - $428K
|
13.5K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.96K+ 37.23% |
$348K - $424K
|
14.6K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.53KNew |
$310K - $377K
|
3.53K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.41K+ 59.62% |
$299K - $364K
|
9.12K
$928K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.4K+ 3.08% |
$298K - $363K
|
114K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.12K+ 18.2% |
$273K - $333K
|
20.2K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.91K+ 1476.65% |
$255K - $311K
|
3.11K
$316K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.69KNew |
$236K - $288K
|
2.69K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.61KNew |
$229K - $279K
|
2.61K
$266K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.54KNew |
$222K - $271K
|
2.54K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.32KNew |
$204K - $248K
|
2.32K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.17K+ 3.44% |
$191K - $232K
|
65.3K
$6.64M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
2.14K+ 99.72% |
$188K - $229K
|
4.28K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.03KNew |
$178K - $217K
|
2.03K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.03KNew |
$178K - $217K
|
2.03K
$207K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.01KNew |
$177K - $215K
|
2.01K
$205K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.01KNew |
$176K - $215K
|
2.01K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2KNew |
$176K - $214K
|
2K
$204K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2K+ 84.62% |
$175K - $214K
|
4.36K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.96KNew |
$172K - $210K
|
1.96K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.94KNew |
$170K - $207K
|
1.94K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.91KNew |
$168K - $204K
|
1.91K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.85K+ 2.76% |
$162K - $197K
|
68.7K
$7M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.8K+ 6.38% |
$158K - $193K
|
30.1K
$3.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.72K+ 15.69% |
$151K - $184K
|
12.7K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 6.56% |
$132K - $161K
|
24.4K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 8.84% |
$107K - $130K
|
15K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.15K+ 934.96% |
$101K - $123K
|
1.27K
$130K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$97.3K - $119K
|
1.11K
$113K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
960New |
$84.2K - $103K
|
960
$97.7K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
867+ 4.11% |
$76.1K - $92.7K
|
21.9K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
850+ 40.59% |
$74.6K - $90.9K
|
2.94K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
827+ 13.03% |
$72.6K - $88.5K
|
7.17K
$730K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
801+ 457.71% |
$70.3K - $85.7K
|
976
$99.3K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
742New |
$65.1K - $79.4K
|
742
$75.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
682+ 61.0% |
$59.9K - $73K
|
1.8K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
681+ 3.92% |
$59.8K - $72.8K
|
18.1K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
637+ 7.87% |
$55.9K - $68.1K
|
8.73K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
626+ 0.74% |
$54.9K - $67K
|
85.7K
$8.72M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
583+ 9.65% |
$51.2K - $62.4K
|
6.62K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
549+ 4.39% |
$48.2K - $58.7K
|
13.1K
$1.33M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
507+ 8450.0% |
$44.5K - $54.2K
|
513
$52.2K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
427+ 1.71% |
$37.5K - $45.7K
|
25.4K
$2.58M
|