Purchases and Sales Made in Q3 2022 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
600New |
$43.6K - $57.8K
|
600
$61.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
591+ 7.8% |
$43K - $57K
|
8.17K
$831K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
558+ 18.45% |
$40.6K - $53.8K
|
3.58K
$365K
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
553+ 2.31% |
$40.2K - $53.3K
|
24.5K
$2.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
548New |
$39.8K - $52.8K
|
548
$55.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
492+ 1.02% |
$35.8K - $47.4K
|
48.6K
$4.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
455New |
$33.1K - $43.9K
|
455
$46.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
413+ 0.31% |
$30K - $39.8K
|
135K
$13.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
387+ 43.1% |
$28.1K - $37.3K
|
1.29K
$131K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
341New |
$24.8K - $32.9K
|
341
$34.7K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
300+ 9.78% |
$21.8K - $28.9K
|
3.37K
$343K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250New |
$18.2K - $24.1K
|
250
$25.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
206+ 0.53% |
$15K - $19.9K
|
39.2K
$3.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
189+ 2.5% |
$13.7K - $18.2K
|
7.76K
$790K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
177+ 5.34% |
$12.9K - $17.1K
|
3.49K
$355K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 141.44% |
$11.4K - $15.1K
|
268
$27.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
134New |
$9.74K - $12.9K
|
134
$13.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
117+ 0.61% |
$8.51K - $11.3K
|
19.2K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
102+ 156.92% |
$7.42K - $9.83K
|
167
$17K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
100+ 50.0% |
$7.27K - $9.64K
|
300
$30.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
100+ 1.07% |
$7.27K - $9.64K
|
9.45K
$962K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
90New |
$6.54K - $8.67K
|
90
$9.16K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
75+ 75.0% |
$5.45K - $7.23K
|
175
$17.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
65New |
$4.73K - $6.26K
|
65
$6.62K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
48+ 6.75% |
$3.49K - $4.63K
|
759
$77.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44+ 0.55% |
$3.2K - $4.24K
|
8.07K
$821K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
15New |
$1.09K - $1.45K
|
15
$1.53K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
11New |
$800 - $1.06K
|
11
$1.12K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 1.7% |
$291 - $386
|
239
$24.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.31% |
$291 - $386
|
1.32K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.61% |
$218 - $289
|
189
$19.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.32% |
$145 - $193
|
635
$64.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2+ 0.89% |
$145 - $193
|
227
$23.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 1.29% |
$145 - $193
|
157
$16K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1- 0.03% |
$72.7 - $96.4
|
3K
$305K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-14- 0.2% |
$1.02K - $1.35K
|
6.85K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 63.08% |
$2.98K - $3.95K
|
24
$2.44K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-42- 1.6% |
$3.05K - $4.05K
|
2.59K
$264K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-83- 1.52% |
$6.03K - $8K
|
5.39K
$549K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-86- 46.24% |
$6.25K - $8.29K
|
100
$10.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-122- 1.26% |
$8.87K - $11.8K
|
9.57K
$974K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-161- 0.22% |
$11.7K - $15.5K
|
71.9K
$7.32M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-167- 2.73% |
$12.1K - $16.1K
|
5.95K
$605K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-180- 0.49% |
$13.1K - $17.3K
|
36.7K
$3.73M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-231- 6.5% |
$16.8K - $22.3K
|
3.32K
$338K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-279- 81.1% |
$20.3K - $26.9K
|
65
$6.62K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-281- 10.33% |
$20.4K - $27.1K
|
2.44K
$248K
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-300- 17.54% |
$21.8K - $28.9K
|
1.41K
$143K
|