Purchases and Sales Made in Q3 2024 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
112K+ 689.4% |
$9.91M - $11.3M
|
128K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
84.1KNew |
$7.44M - $8.51M
|
84.1K
$8.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.9K+ 60.61% |
$1.5M - $1.71M
|
44.8K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.41M - $1.61M
|
15.9K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 12.97% |
$1.14M - $1.3M
|
112K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 188.8% |
$934K - $1.07M
|
16.1K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$902K - $1.03M
|
10.2K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7KNew |
$620K - $708K
|
7K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.64KNew |
$499K - $570K
|
5.64K
$561K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.52KNew |
$489K - $559K
|
5.52K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
4.78K+ 38.88% |
$423K - $483K
|
17.1K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.72K+ 171.66% |
$418K - $477K
|
7.47K
$742K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.56KNew |
$403K - $461K
|
4.56K
$453K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.82KNew |
$338K - $386K
|
3.82K
$379K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.8KNew |
$336K - $384K
|
3.8K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
3.7K+ 52.53% |
$328K - $374K
|
10.7K
$1.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.41K+ 20.06% |
$302K - $345K
|
20.4K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14K+ 23.51% |
$278K - $317K
|
16.5K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 31.16% |
$221K - $252K
|
10.5K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 3.63% |
$189K - $216K
|
61K
$6.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.03K+ 1.0% |
$91.4K - $104K
|
104K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
989+ 24.81% |
$87.5K - $100K
|
4.98K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
745New |
$65.9K - $75.4K
|
745
$74.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
676+ 22.75% |
$59.8K - $68.4K
|
3.65K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
561+ 3.81% |
$49.7K - $56.8K
|
15.3K
$1.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
293+ 3.27% |
$25.9K - $29.6K
|
9.27K
$921K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
263New |
$23.3K - $26.6K
|
263
$26.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
257+ 3.78% |
$22.7K - $26K
|
7.05K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
189+ 25.34% |
$16.7K - $19.1K
|
935
$92.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
167+ 4.72% |
$14.8K - $16.9K
|
3.7K
$368K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
159+ 1.02% |
$14.1K - $16.1K
|
15.8K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
153New |
$13.5K - $15.5K
|
153
$15.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
149+ 5.4% |
$13.2K - $15.1K
|
2.91K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
127+ 13.24% |
$11.2K - $12.8K
|
1.09K
$108K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
127New |
$11.2K - $12.8K
|
127
$12.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
101+ 0.62% |
$8.94K - $10.2K
|
16.3K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 5.88% |
$8.85K - $10.1K
|
1.8K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
100+ 7.28% |
$8.85K - $10.1K
|
1.47K
$146K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
69+ 0.21% |
$6.11K - $6.98K
|
33.2K
$3.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
60+ 0.52% |
$5.31K - $6.07K
|
11.6K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59+ 0.87% |
$5.22K - $5.97K
|
6.84K
$680K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56New |
$4.96K - $5.66K
|
56
$5.57K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
50+ 20.33% |
$4.43K - $5.06K
|
296
$29.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 3.08% |
$1.95K - $2.23K
|
736
$73.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
15+ 2.18% |
$1.33K - $1.52K
|
702
$69.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
12+ 0.05% |
$1.06K - $1.21K
|
22.5K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7+ 0.63% |
$620 - $708
|
1.12K
$111K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.67% |
$266 - $303
|
449
$44.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.14% |
$266 - $303
|
2.21K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.78% |
$177 - $202
|
257
$25.5K
|