Purchases and Sales Made in Q2 2023 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q2 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 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
71.9K+ 68.13% |
$5.67M - $6.49M
|
177K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
71.9K+ 68.13% |
$5.67M - $6.49M
|
177K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.1K+ 49.48% |
$3.48M - $3.98M
|
133K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.1K+ 117.99% |
$1.03M - $1.18M
|
24.2K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 53.51% |
$922K - $1.06M
|
33.5K
$3.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.9KNew |
$781K - $894K
|
9.9K
$984K
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
6.64K+ 59.19% |
$524K - $600K
|
17.9K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.47KNew |
$510K - $584K
|
6.47K
$643K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.11K+ 40.65% |
$403K - $461K
|
17.7K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.98K+ 7.23% |
$393K - $450K
|
73.9K
$7.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.91KNew |
$387K - $443K
|
4.91K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.56K+ 89.55% |
$359K - $412K
|
9.65K
$959K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
4.52KNew |
$357K - $408K
|
4.52K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.97KNew |
$234K - $268K
|
2.97K
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.9KNew |
$229K - $262K
|
2.9K
$288K
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
BUY
|
- |
2.59K+ 18.13% |
$205K - $234K
|
16.9K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
2.5K+ 125.0% |
$197K - $226K
|
4.5K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 75.92% |
$170K - $195K
|
5K
$497K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.08K+ 17.95% |
$164K - $188K
|
13.7K
$1.36M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$89.4K - $102K
|
1.13K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.13K+ 11.3% |
$88.7K - $102K
|
11.1K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.03K+ 13.04% |
$81.2K - $92.9K
|
8.92K
$887K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
759+ 17.52% |
$59.9K - $68.5K
|
5.09K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
705+ 7.33% |
$55.6K - $63.7K
|
10.3K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
701+ 3.78% |
$55.3K - $63.3K
|
19.3K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
404+ 202.0% |
$31.9K - $36.5K
|
604
$60K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
394+ 17.57% |
$31.1K - $35.6K
|
2.64K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
318+ 6.36% |
$25.1K - $28.7K
|
5.32K
$529K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
282+ 11.89% |
$22.2K - $25.5K
|
2.65K
$264K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
272+ 6.15% |
$21.5K - $24.6K
|
4.69K
$467K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
264+ 2.38% |
$20.8K - $23.8K
|
11.3K
$1.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
224New |
$17.7K - $20.2K
|
224
$22.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
152+ 4.84% |
$12K - $13.7K
|
3.3K
$328K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
150+ 1.96% |
$11.8K - $13.5K
|
7.81K
$776K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
142+ 9.3% |
$11.2K - $12.8K
|
1.67K
$166K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
134+ 2.07% |
$10.6K - $12.1K
|
6.62K
$658K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
124+ 1.3% |
$9.78K - $11.2K
|
9.67K
$961K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
83New |
$6.55K - $7.5K
|
83
$8.25K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81+ 1.04% |
$6.39K - $7.32K
|
7.87K
$782K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
65New |
$5.13K - $5.87K
|
65
$6.46K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
60+ 2.37% |
$4.73K - $5.42K
|
2.59K
$257K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50+ 0.74% |
$3.94K - $4.52K
|
6.82K
$678K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
48+ 1.17% |
$3.79K - $4.33K
|
4.15K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26New |
$2.05K - $2.35K
|
26
$2.58K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
20+ 0.29% |
$1.58K - $1.81K
|
7.01K
$697K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15+ 0.14% |
$1.18K - $1.35K
|
10.9K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$237 - $271
|
8.36K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.47% |
$237 - $271
|
640
$63.6K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.82% |
$158 - $181
|
246
$24.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.08% |
$158 - $181
|
2.59K
$257K
|