Purchases and Sales Made in Q3 2023 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-93- 3.59% |
$7.7K - $9.44K
|
2.5K
$254K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-99- 4.1% |
$8.2K - $10.1K
|
2.32K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 33.33% |
$8.28K - $10.2K
|
200
$20.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 36.36% |
$8.28K - $10.2K
|
175
$17.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-144- 0.61% |
$11.9K - $14.6K
|
23.6K
$2.41M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-147- 6.1% |
$12.2K - $14.9K
|
2.26K
$230K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-191- 0.72% |
$15.8K - $19.4K
|
26.2K
$2.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-350- 7.0% |
$29K - $35.5K
|
4.65K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-393- 6.32% |
$32.5K - $39.9K
|
5.83K
$593K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-400- 11.75% |
$33.1K - $40.6K
|
3K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-404- 66.89% |
$33.5K - $41K
|
200
$20.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-431- 10.93% |
$35.7K - $43.8K
|
3.51K
$357K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-462- 8.26% |
$38.3K - $46.9K
|
5.13K
$522K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-475- 12.33% |
$39.3K - $48.2K
|
3.38K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-497- 0.79% |
$41.2K - $50.5K
|
62.4K
$6.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-523- 2.42% |
$43.3K - $53.1K
|
21.1K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-645- 5.67% |
$53.4K - $65.5K
|
10.7K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-681- 7.63% |
$56.4K - $69.1K
|
8.24K
$838K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-702- 2.04% |
$58.1K - $71.3K
|
33.7K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-800- 3.42% |
$66.2K - $81.2K
|
22.6K
$2.3M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-857- 19.65% |
$71K - $87K
|
3.5K
$357K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-907- 3.35% |
$75.1K - $92.1K
|
26.1K
$2.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-915- 3.48% |
$75.8K - $92.9K
|
25.3K
$2.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-975- 38.36% |
$80.7K - $99K
|
1.57K
$159K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.13K- 14.41% |
$93.9K - $115K
|
6.74K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.56K- 81.89% |
$129K - $158K
|
344
$35K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.86K- 32.75% |
$154K - $189K
|
3.83K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.48K- 10.13% |
$205K - $252K
|
22K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.31K- 11.66% |
$357K - $437K
|
32.6K
$3.32M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.71K- 4.16% |
$473K - $580K
|
131K
$13.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.92K- 71.76% |
$573K - $703K
|
2.72K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.26K- 92.79% |
$601K - $737K
|
564
$57.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.08K- 10.93% |
$669K - $821K
|
65.8K
$6.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.31K- 34.28% |
$688K - $843K
|
15.9K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.4K- 83.95% |
$2.52M - $3.09M
|
5.81K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.6K- 25.19% |
$2.78M - $3.41M
|
99.7K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.9K- 25.87% |
$3.8M - $4.66M
|
131K
$13.4M
|