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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$78.9 - $90.3
|
233
$23.2K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.65% |
$78.9 - $90.3
|
154
$15.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.63% |
$78.9 - $90.3
|
160
$15.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.52% |
$78.9 - $90.3
|
67
$6.66K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.67% |
$78.9 - $90.3
|
61
$6.06K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.51% |
$78.9 - $90.3
|
197
$19.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-7- 3.72% |
$552 - $632
|
181
$18K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-11- 1.43% |
$868 - $993
|
759
$75.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 4.26% |
$1.1K - $1.26K
|
315
$31.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14- 4.26% |
$1.1K - $1.26K
|
315
$31.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-16- 0.25% |
$1.26K - $1.44K
|
6.28K
$625K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-30- 1.23% |
$2.37K - $2.71K
|
2.41K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-36- 0.64% |
$2.84K - $3.25K
|
5.59K
$556K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-37- 0.22% |
$2.92K - $3.34K
|
17.1K
$1.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-99- 2.51% |
$7.81K - $8.94K
|
3.85K
$383K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-144- 1.25% |
$11.4K - $13K
|
11.4K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-160- 0.61% |
$12.6K - $14.4K
|
26.3K
$2.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-189- 18.49% |
$14.9K - $17.1K
|
833
$82.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-196- 5.44% |
$15.5K - $17.7K
|
3.4K
$338K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-197- 7.54% |
$15.5K - $17.8K
|
2.42K
$240K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 4.93% |
$15.8K - $18.1K
|
3.85K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-225- 7.46% |
$17.7K - $20.3K
|
2.79K
$278K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-250- 83.33% |
$19.7K - $22.6K
|
50
$4.97K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-262- 0.96% |
$20.7K - $23.7K
|
27.1K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-272- 0.43% |
$21.5K - $24.6K
|
62.9K
$6.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-296- 8.69% |
$23.3K - $26.7K
|
3.11K
$309K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-341- 7.99% |
$26.9K - $30.8K
|
3.93K
$390K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-370- 1.35% |
$29.2K - $33.4K
|
27.1K
$2.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-396- 20.13% |
$31.2K - $35.8K
|
1.57K
$156K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-406- 6.66% |
$32K - $36.7K
|
5.69K
$566K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-532- 12.24% |
$42K - $48K
|
3.81K
$379K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-562- 13.81% |
$44.3K - $50.8K
|
3.51K
$349K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-594- 28.91% |
$46.9K - $53.6K
|
1.46K
$145K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-594- 28.91% |
$46.9K - $53.6K
|
1.46K
$145K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-764- 1.11% |
$60.3K - $69K
|
68.3K
$6.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-805- 29.29% |
$63.5K - $72.7K
|
1.94K
$193K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-818- 33.2% |
$64.5K - $73.9K
|
1.65K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-849- 16.3% |
$67K - $76.7K
|
4.36K
$434K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-916- 2.59% |
$72.3K - $82.7K
|
34.4K
$3.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.08K- 4.35% |
$85.4K - $97.8K
|
23.8K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 85.79% |
$131K - $150K
|
275
$27.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.67K- 16.18% |
$132K - $151K
|
8.65K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.78K- 31.14% |
$141K - $161K
|
3.94K
$392K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 4.88% |
$149K - $171K
|
36.9K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.16K- 3.79% |
$170K - $195K
|
54.8K
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.2K- 21.76% |
$174K - $199K
|
7.91K
$787K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.57K- 3.45% |
$203K - $232K
|
71.9K
$7.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.94K- 32.12% |
$232K - $266K
|
6.22K
$618K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.19K- 42.22% |
$251K - $288K
|
4.36K
$433K
|