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 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
315New |
$27.6K - $33.7K
|
315
$32.1K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
297+ 6.13% |
$26.1K - $31.8K
|
5.14K
$523K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
292New |
$25.6K - $31.2K
|
292
$29.7K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
273+ 0.15% |
$24K - $29.2K
|
186K
$19M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
227+ 1.7% |
$19.9K - $24.3K
|
13.6K
$1.38M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
226New |
$19.8K - $24.2K
|
226
$23K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
167+ 4.87% |
$14.7K - $17.9K
|
3.59K
$366K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
133+ 4.63% |
$11.7K - $14.2K
|
3.01K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
133+ 3.47% |
$11.7K - $14.2K
|
3.97K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
127+ 94.07% |
$11.1K - $13.6K
|
262
$26.7K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
111+ 22.2% |
$9.74K - $11.9K
|
611
$62.2K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
100New |
$8.78K - $10.7K
|
100
$10.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
100New |
$8.78K - $10.7K
|
100
$10.2K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76+ 8.39% |
$6.67K - $8.13K
|
982
$99.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
70+ 0.81% |
$6.14K - $7.49K
|
8.73K
$888K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
65New |
$5.7K - $6.95K
|
65
$6.62K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$4.83K - $5.88K
|
55
$5.6K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
54+ 0.8% |
$4.74K - $5.78K
|
6.81K
$693K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
42+ 0.24% |
$3.69K - $4.49K
|
17.6K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41New |
$3.6K - $4.39K
|
41
$4.17K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35+ 0.32% |
$3.07K - $3.74K
|
11K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13+ 0.48% |
$1.14K - $1.39K
|
2.75K
$280K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
11+ 18.33% |
$965 - $1.18K
|
71
$7.23K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$878 - $1.07K
|
10
$1.02K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$439 - $535
|
1.77K
$180K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3+ 1.69% |
$263 - $321
|
181
$18.4K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2+ 0.01% |
$176 - $214
|
20.3K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.56% |
$176 - $214
|
357
$36.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.08% |
$176 - $214
|
2.59K
$264K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.64% |
$87.8 - $107
|
158
$16.1K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.61% |
$87.8 - $107
|
164
$16.7K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.5% |
$87.8 - $107
|
201
$20.5K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.16% |
$87.8 - $107
|
643
$65.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.43% |
$351 - $428
|
925
$94.1K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-11- 0.14% |
$965 - $1.18K
|
8.13K
$827K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-19- 73.08% |
$1.67K - $2.03K
|
7
$712
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20- 0.3% |
$1.76K - $2.14K
|
6.75K
$686K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-23- 0.75% |
$2.02K - $2.46K
|
3.05K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-27- 4.88% |
$2.37K - $2.89K
|
526
$53.5K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-29- 1.08% |
$2.55K - $3.1K
|
2.64K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 4.67% |
$5.97K - $7.27K
|
1.39K
$141K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-75- 0.3% |
$6.58K - $8.02K
|
25.2K
$2.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-99- 28.37% |
$8.69K - $10.6K
|
250
$25.4K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-99- 39.6% |
$8.69K - $10.6K
|
151
$15.4K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-116- 0.11% |
$10.2K - $12.4K
|
104K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-129- 6.14% |
$11.3K - $13.8K
|
1.97K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-131- 4.22% |
$11.5K - $14K
|
2.97K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-167- 7.04% |
$14.7K - $17.9K
|
2.21K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-182- 3.61% |
$16K - $19.5K
|
4.85K
$494K
|