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 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-195- 4.68% |
$17.1K - $20.9K
|
3.98K
$405K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-207- 0.79% |
$18.2K - $22.1K
|
25.9K
$2.64M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-218- 15.65% |
$19.1K - $23.3K
|
1.18K
$120K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-233- 3.3% |
$20.4K - $24.9K
|
6.82K
$694K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-315Closed |
$27.6K - $33.7K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-388- 2.65% |
$34.1K - $41.5K
|
14.2K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-434- 2.84% |
$38.1K - $46.4K
|
14.8K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-500- 2.21% |
$43.9K - $53.5K
|
22.1K
$2.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-512- 1.51% |
$44.9K - $54.8K
|
33.4K
$3.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-532- 43.64% |
$46.7K - $56.9K
|
687
$69.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-560- 3.13% |
$49.1K - $59.9K
|
17.3K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-587- 2.78% |
$51.5K - $62.8K
|
20.5K
$2.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-596- 17.41% |
$52.3K - $63.8K
|
2.83K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-600Closed |
$52.7K - $64.2K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-613- 17.2% |
$53.8K - $65.6K
|
2.95K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-634- 66.6% |
$55.6K - $67.8K
|
318
$32.4K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-660- 21.77% |
$57.9K - $70.6K
|
2.37K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-709- 3.05% |
$62.2K - $75.8K
|
22.5K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-803- 12.73% |
$70.5K - $85.9K
|
5.51K
$560K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-821- 5.87% |
$72.1K - $87.8K
|
13.2K
$1.34M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-840- 44.44% |
$73.7K - $89.9K
|
1.05K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-878- 10.7% |
$77.1K - $93.9K
|
7.33K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.11K- 14.12% |
$97.5K - $119K
|
6.76K
$688K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.16K- 20.65% |
$102K - $124K
|
4.45K
$452K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.42K- 39.04% |
$125K - $152K
|
2.22K
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.76K- 46.14% |
$154K - $188K
|
2.05K
$209K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.32K- 33.86% |
$203K - $248K
|
4.52K
$460K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.83K- 9.16% |
$248K - $302K
|
28K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.11K- 15.41% |
$273K - $333K
|
17.1K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.12K- 20.61% |
$362K - $441K
|
15.9K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.99K- 10.68% |
$438K - $533K
|
41.7K
$4.25M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.99K- 24.15% |
$525K - $640K
|
18.8K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.08K- 54.54% |
$621K - $757K
|
5.9K
$601K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.74K- 52.68% |
$855K - $1.04M
|
8.75K
$890K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 22.58% |
$903K - $1.1M
|
35.3K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12.4K- 74.31% |
$1.09M - $1.32M
|
4.28K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.4K- 15.09% |
$1.18M - $1.43M
|
75.4K
$7.67M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15K- 14.63% |
$1.32M - $1.61M
|
87.7K
$8.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.4K- 25.37% |
$1.35M - $1.64M
|
45.2K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.4K- 18.12% |
$1.7M - $2.08M
|
87.7K
$8.92M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.7K- 14.13% |
$1.9M - $2.32M
|
132K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.7K- 79.08% |
$2.35M - $2.86M
|
7.08K
$720K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.6K- 5.38% |
$2.42M - $2.95M
|
485K
$49.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29K- 5.65% |
$2.55M - $3.1M
|
485K
$49.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29K- 5.65% |
$2.55M - $3.1M
|
485K
$49.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.9K- 86.93% |
$3.06M - $3.74M
|
5.25K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-49.4K- 80.46% |
$4.34M - $5.28M
|
12K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-125K- 90.86% |
$10.9M - $13.3M
|
12.5K
$1.28M
|