Purchases and Sales Made in Q2 2022 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.96K+ 28.93% |
$228K - $312K
|
13.2K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.73K+ 73.64% |
$210K - $287K
|
6.43K
$654K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.65KNew |
$204K - $280K
|
2.65K
$270K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.63KNew |
$202K - $277K
|
2.63K
$268K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.26K+ 84.35% |
$174K - $238K
|
4.94K
$502K
|
|
|
Jul 27, 2022
Q2 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
2.23K+ 55.71% |
$172K - $235K
|
6.24K
$635K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.2K+ 5.48% |
$169K - $232K
|
42.3K
$4.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.05K+ 14.93% |
$158K - $216K
|
15.8K
$1.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.5K+ 14.71% |
$115K - $158K
|
11.7K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.36K+ 21.95% |
$105K - $144K
|
7.58K
$771K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.03K+ 5.55% |
$79.1K - $108K
|
19.6K
$1.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
953+ 4.14% |
$73.2K - $100K
|
24K
$2.44M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
909+ 17.26% |
$69.9K - $95.8K
|
6.18K
$628K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
830New |
$63.8K - $87.5K
|
830
$84.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
510+ 131.44% |
$39.2K - $53.8K
|
898
$91.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
500+ 413.22% |
$38.4K - $52.7K
|
621
$63.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
445New |
$34.2K - $46.9K
|
445
$45.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
335New |
$25.7K - $35.3K
|
335
$34.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
200New |
$15.4K - $21.1K
|
200
$20.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
192+ 4.52% |
$14.8K - $20.2K
|
4.44K
$451K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
151+ 31.33% |
$11.6K - $15.9K
|
633
$64.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
135New |
$10.4K - $14.2K
|
135
$13.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
120+ 2.16% |
$9.22K - $12.6K
|
5.68K
$578K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
103+ 1.38% |
$7.92K - $10.9K
|
7.57K
$771K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
100+ 100.0% |
$7.69K - $10.5K
|
200
$20.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100+ 14.29% |
$7.69K - $10.5K
|
800
$81.4K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$7.69K - $10.5K
|
100
$10.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
100+ 30.3% |
$7.69K - $10.5K
|
430
$43.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 360.87% |
$6.38K - $8.75K
|
106
$10.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
58New |
$4.46K - $6.11K
|
58
$5.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
30New |
$2.31K - $3.16K
|
30
$3.05K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26New |
$2K - $2.74K
|
26
$2.65K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20New |
$1.54K - $2.11K
|
20
$2.04K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.62% |
$1.31K - $1.79K
|
2.75K
$280K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
15New |
$1.15K - $1.58K
|
15
$1.53K
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10+ 0.15% |
$769 - $1.05K
|
6.87K
$699K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.57% |
$307 - $422
|
711
$72.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.65% |
$76.9 - $105
|
155
$15.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.53% |
$76.9 - $105
|
189
$19.2K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.43% |
$76.9 - $105
|
235
$23.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.45% |
$76.9 - $105
|
225
$22.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.54% |
$76.9 - $105
|
186
$18.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2- 1.36% |
$154 - $211
|
145
$14.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-11Closed |
$845 - $1.16K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-20Closed |
$1.54K - $2.11K
|
0
$0
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25Closed |
$1.92K - $2.64K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50Closed |
$3.84K - $5.27K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-72- 2.35% |
$5.53K - $7.59K
|
3K
$305K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-100- 28.57% |
$7.69K - $10.5K
|
250
$25.4K
|