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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.08% |
$177 - $202
|
188
$18.7K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.16% |
$177 - $202
|
174
$17.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.72% |
$177 - $202
|
279
$27.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 2.13% |
$88.5 - $101
|
48
$4.77K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$88.5 - $101
|
3.22K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.87% |
$177 - $202
|
228
$22.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30- 2.14% |
$2.66K - $3.03K
|
1.38K
$137K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-30- 0.14% |
$2.66K - $3.03K
|
22.1K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-31- 1.29% |
$2.74K - $3.14K
|
2.38K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-51- 0.36% |
$4.51K - $5.16K
|
14.1K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-53- 1.76% |
$4.69K - $5.36K
|
2.95K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-55- 2.65% |
$4.87K - $5.56K
|
2.02K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-56- 1.23% |
$4.96K - $5.66K
|
4.5K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-73- 1.42% |
$6.46K - $7.38K
|
5.09K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-73- 0.83% |
$6.46K - $7.38K
|
8.68K
$863K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 12.5% |
$8.85K - $10.1K
|
700
$69.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-135- 5.39% |
$12K - $13.7K
|
2.37K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-153- 1.09% |
$13.5K - $15.5K
|
13.9K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-165- 5.69% |
$14.6K - $16.7K
|
2.73K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-190- 7.11% |
$16.8K - $19.2K
|
2.48K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-200- 6.94% |
$17.7K - $20.2K
|
2.68K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 80.0% |
$17.7K - $20.2K
|
50
$4.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-202- 14.56% |
$17.9K - $20.4K
|
1.19K
$118K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-218- 3.06% |
$19.3K - $22.1K
|
6.9K
$686K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-221- 26.69% |
$19.6K - $22.4K
|
607
$60.3K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-225- 2.52% |
$19.9K - $22.8K
|
8.7K
$865K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-228- 9.19% |
$20.2K - $23.1K
|
2.25K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-229- 5.2% |
$20.3K - $23.2K
|
4.17K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-247- 3.97% |
$21.9K - $25K
|
5.97K
$594K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-248- 4.04% |
$22K - $25.1K
|
5.89K
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-339- 2.37% |
$30K - $34.3K
|
14K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-398- 4.69% |
$35.2K - $40.3K
|
8.09K
$804K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-406- 1.35% |
$35.9K - $41.1K
|
29.8K
$2.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-430- 15.66% |
$38.1K - $43.5K
|
2.32K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-563- 76.81% |
$49.8K - $57K
|
170
$16.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-627- 5.06% |
$55.5K - $63.4K
|
11.8K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-631- 2.17% |
$55.9K - $63.8K
|
28.5K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-650- 3.2% |
$57.5K - $65.8K
|
19.6K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-794- 48.92% |
$70.3K - $80.3K
|
829
$82.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.08K- 5.28% |
$95.5K - $109K
|
19.4K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.17K- 61.02% |
$103K - $118K
|
745
$74.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.41K- 5.73% |
$124K - $142K
|
23.1K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.76K- 8.05% |
$156K - $178K
|
20.1K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.94K- 2.45% |
$172K - $196K
|
77.3K
$7.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.62K- 38.44% |
$232K - $265K
|
4.19K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.87K- 48.78% |
$254K - $290K
|
3.01K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.09K- 6.93% |
$274K - $313K
|
41.5K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.22K- 36.2% |
$285K - $326K
|
5.68K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.79K- 26.16% |
$336K - $384K
|
10.7K
$1.06M
|