Purchases and Sales Made in Q2 2024 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
103KNew |
$9.91M - $11.5M
|
103K
$10.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.9K+ 309.84% |
$5.1M - $5.92M
|
70K
$7.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
39.2KNew |
$3.78M - $4.39M
|
39.2K
$3.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.6K+ 5.69% |
$2.66M - $3.09M
|
513K
$52.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.6K+ 5.69% |
$2.66M - $3.09M
|
513K
$52.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24K+ 200.0% |
$2.31M - $2.69M
|
36K
$3.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
21.8KNew |
$2.1M - $2.44M
|
21.8K
$2.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.7K+ 393.6% |
$1.99M - $2.31M
|
25.9K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
20.4KNew |
$1.97M - $2.29M
|
20.4K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17KNew |
$1.64M - $1.9M
|
17K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15K+ 17.14% |
$1.45M - $1.68M
|
103K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13.9KNew |
$1.34M - $1.55M
|
13.9K
$1.41M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
12.4KNew |
$1.2M - $1.39M
|
12.4K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.3KNew |
$1.09M - $1.27M
|
11.3K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 38.78% |
$1.03M - $1.19M
|
38.1K
$3.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.59KNew |
$828K - $962K
|
8.59K
$874K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.23K+ 11.08% |
$697K - $810K
|
72.5K
$7.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.96K+ 27.17% |
$575K - $668K
|
27.9K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.79K+ 28.64% |
$559K - $648K
|
26K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.71KNew |
$551K - $639K
|
5.71K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.86K+ 5.12% |
$372K - $432K
|
79.2K
$8.06M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.7K+ 14.55% |
$356K - $414K
|
29.1K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.69K+ 29.43% |
$356K - $413K
|
16.2K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.57KNew |
$344K - $399K
|
3.57K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.46K+ 31.3% |
$333K - $387K
|
14.5K
$1.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.32K+ 13.6% |
$320K - $372K
|
27.8K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.01KNew |
$290K - $336K
|
3.01K
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.9KNew |
$280K - $325K
|
2.9K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.9KNew |
$279K - $325K
|
2.9K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.83K+ 32.45% |
$273K - $317K
|
11.6K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
2.77K+ 64.65% |
$267K - $310K
|
7.05K
$717K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2.68K+ 1319.7% |
$258K - $300K
|
2.88K
$293K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.54KNew |
$245K - $285K
|
2.54K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 34.47% |
$220K - $256K
|
8.91K
$906K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.26K+ 6.4% |
$218K - $253K
|
37.5K
$3.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08KNew |
$200K - $232K
|
2.08K
$211K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.97K+ 35.85% |
$190K - $221K
|
7.48K
$761K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.8K+ 25.06% |
$173K - $201K
|
8.97K
$913K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.7KNew |
$164K - $190K
|
1.7K
$173K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.2KNew |
$116K - $135K
|
1.2K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 12.06% |
$106K - $123K
|
10.2K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
784New |
$75.6K - $87.8K
|
784
$79.8K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
705+ 1719.51% |
$68K - $78.9K
|
746
$75.9K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
574+ 19.39% |
$55.3K - $64.3K
|
3.54K
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
552+ 4.07% |
$53.2K - $61.8K
|
14.1K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
550+ 23.71% |
$53K - $61.6K
|
2.87K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
492+ 16.37% |
$47.4K - $55.1K
|
3.5K
$356K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
464+ 185.6% |
$44.7K - $51.9K
|
714
$72.7K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
274+ 9.28% |
$26.4K - $30.7K
|
3.23K
$328K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$24.1K - $28K
|
250
$25.4K
|