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 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-268- 1.3% |
$25.8K - $30K
|
20.3K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-283- 1.89% |
$27.3K - $31.7K
|
14.7K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-301- 6.2% |
$29K - $33.7K
|
4.55K
$463K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-302- 9.91% |
$29.1K - $33.8K
|
2.75K
$279K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-504- 26.4% |
$48.6K - $56.4K
|
1.41K
$143K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-519- 3.5% |
$50K - $58.1K
|
14.3K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-526- 7.8% |
$50.7K - $58.9K
|
6.22K
$633K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-600- 62.5% |
$57.8K - $67.2K
|
360
$36.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-616- 9.12% |
$59.4K - $69K
|
6.14K
$625K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-651- 1.44% |
$62.8K - $72.9K
|
44.6K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-673- 5.16% |
$64.9K - $75.3K
|
12.4K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-710- 2.81% |
$68.5K - $79.5K
|
24.5K
$2.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-712- 5.41% |
$68.6K - $79.7K
|
12.5K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-721- 2.57% |
$69.5K - $80.7K
|
27.3K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-725- 61.7% |
$69.9K - $81.2K
|
450
$45.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-885- 6.22% |
$85.3K - $99.1K
|
13.3K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.07K- 59.28% |
$103K - $119K
|
733
$74.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.09K- 30.83% |
$105K - $122K
|
2.44K
$248K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.29K- 35.89% |
$124K - $144K
|
2.3K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.49K- 21.03% |
$143K - $167K
|
5.59K
$569K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.61K- 13.89% |
$252K - $292K
|
16.2K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.89K- 16.02% |
$279K - $324K
|
15.2K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.95K- 95.11% |
$285K - $331K
|
152
$15.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.58K- 2.71% |
$345K - $401K
|
128K
$13.1M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.12K- 22.72% |
$398K - $462K
|
14K
$1.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.6K- 4.42% |
$443K - $515K
|
99.4K
$10.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.65K- 36.76% |
$448K - $521K
|
8K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-5.06K- 29.17% |
$488K - $566K
|
12.3K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.43K- 6.34% |
$524K - $608K
|
80.3K
$8.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.83K- 13.98% |
$562K - $653K
|
35.9K
$3.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.19K- 9.0% |
$596K - $692K
|
62.6K
$6.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-9.37K- 46.14% |
$904K - $1.05M
|
10.9K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 19.39% |
$1.37M - $1.59M
|
58.9K
$5.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-15.1K- 85.76% |
$1.46M - $1.69M
|
2.51K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.2K- 8.17% |
$1.47M - $1.7M
|
171K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.2K- 38.0% |
$4.17M - $4.84M
|
70.5K
$7.18M
|