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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
198+ 2.27% |
$19.1K - $22.2K
|
8.93K
$908K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
186New |
$17.9K - $20.8K
|
186
$18.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
157New |
$15.1K - $17.6K
|
157
$16K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
150New |
$14.5K - $16.8K
|
150
$15.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
111+ 0.37% |
$10.7K - $12.4K
|
30.2K
$3.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108New |
$10.4K - $12.1K
|
108
$11K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
100+ 7.86% |
$9.64K - $11.2K
|
1.37K
$140K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
69New |
$6.65K - $7.72K
|
69
$7.02K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54New |
$5.21K - $6.04K
|
54
$5.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
53+ 0.9% |
$5.11K - $5.93K
|
5.92K
$602K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
50+ 2.49% |
$4.82K - $5.6K
|
2.06K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$4.82K - $5.6K
|
50
$5.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
47+ 1.79% |
$4.53K - $5.26K
|
2.67K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46+ 1.06% |
$4.43K - $5.15K
|
4.4K
$448K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28New |
$2.7K - $3.13K
|
28
$2.85K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 13.91% |
$2.02K - $2.35K
|
172
$17.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17+ 0.58% |
$1.64K - $1.9K
|
2.96K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.33% |
$1.64K - $1.9K
|
5.16K
$525K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12+ 0.44% |
$1.16K - $1.34K
|
2.76K
$281K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$1.06K - $1.23K
|
11
$1.12K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 0.25% |
$964 - $1.12K
|
3.99K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5+ 0.45% |
$482 - $560
|
1.11K
$113K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
4+ 5.63% |
$386 - $448
|
75
$7.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$193 - $224
|
8.75K
$890K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.16% |
$96.4 - $112
|
644
$65.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.5% |
$96.4 - $112
|
202
$20.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20- 0.82% |
$1.93K - $2.24K
|
2.41K
$245K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23- 2.34% |
$2.22K - $2.57K
|
959
$97.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-24- 0.35% |
$2.31K - $2.69K
|
6.8K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-24- 0.41% |
$2.31K - $2.69K
|
5.88K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-28- 0.41% |
$2.7K - $3.13K
|
6.78K
$690K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-60- 3.04% |
$5.78K - $6.72K
|
1.91K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-65- 0.29% |
$6.27K - $7.28K
|
22.5K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-80- 15.21% |
$7.71K - $8.96K
|
446
$45.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-80- 22.41% |
$7.71K - $8.96K
|
277
$28.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-88- 27.67% |
$8.48K - $9.85K
|
230
$23.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-97- 10.49% |
$9.35K - $10.9K
|
828
$84.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-111- 18.17% |
$10.7K - $12.4K
|
500
$50.9K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-117- 71.34% |
$11.3K - $13.1K
|
47
$4.78K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-127- 48.47% |
$12.2K - $14.2K
|
135
$13.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-128- 5.8% |
$12.3K - $14.3K
|
2.08K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-150- 8.46% |
$14.5K - $16.8K
|
1.62K
$165K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-164- 6.33% |
$15.8K - $18.4K
|
2.43K
$247K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-208- 7.73% |
$20.1K - $23.3K
|
2.48K
$253K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-213- 2.91% |
$20.5K - $23.8K
|
7.11K
$724K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-217- 0.65% |
$20.9K - $24.3K
|
33.2K
$3.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-220- 9.06% |
$21.2K - $24.6K
|
2.21K
$225K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-260- 1.64% |
$25.1K - $29.1K
|
15.6K
$1.59M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-267- 52.05% |
$25.7K - $29.9K
|
246
$25K
|