Purchases and Sales Made in Q4 2022 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108K+ 95.67% |
$9.52M - $11.4M
|
220K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
89.1K+ 1427.48% |
$7.87M - $9.44M
|
95.3K
$9.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.8K+ 32.68% |
$7.76M - $9.3M
|
357K
$36.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
66.1K+ 1482.17% |
$5.84M - $7M
|
70.6K
$7.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.5K+ 13.63% |
$5.7M - $6.83M
|
537K
$54.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.6K+ 44.88% |
$5.44M - $6.52M
|
199K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.3K+ 30.25% |
$4.98M - $5.97M
|
242K
$24.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
55.2KNew |
$4.88M - $5.85M
|
55.2K
$5.62M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
52.6K+ 424.69% |
$4.65M - $5.58M
|
65K
$6.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.9K+ 193.12% |
$4.23M - $5.07M
|
72.7K
$7.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
44.7KNew |
$3.95M - $4.73M
|
44.7K
$4.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
41.5K+ 118.3% |
$3.67M - $4.39M
|
76.5K
$7.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.6K+ 4.11% |
$3.06M - $3.67M
|
876K
$89.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 23.36% |
$1.64M - $1.96M
|
97.8K
$9.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.4K+ 303.38% |
$1.63M - $1.95M
|
24.5K
$2.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2K+ 13.46% |
$1.61M - $1.93M
|
153K
$15.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14.2K+ 73.94% |
$1.25M - $1.5M
|
33.3K
$3.39M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.4K+ 135.14% |
$1.01M - $1.21M
|
19.9K
$2.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.2K+ 118.56% |
$990K - $1.19M
|
20.6K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.8K+ 21.0% |
$959K - $1.15M
|
62.5K
$6.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.9KNew |
$875K - $1.05M
|
9.9K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
9.43KNew |
$834K - $999K
|
9.43K
$960K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.28K+ 104.8% |
$643K - $771K
|
14.2K
$1.45M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6.39KNew |
$564K - $676K
|
6.39K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.07K+ 3.37% |
$536K - $643K
|
186K
$18.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
5.65K+ 13.7% |
$500K - $599K
|
46.9K
$4.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.38KNew |
$387K - $464K
|
4.38K
$446K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$376K - $450K
|
4.25K
$433K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.17K+ 133.38% |
$368K - $442K
|
7.29K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.9KNew |
$345K - $413K
|
3.9K
$397K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.84KNew |
$339K - $407K
|
3.84K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.5KNew |
$309K - $370K
|
3.5K
$356K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.16K+ 22.85% |
$279K - $335K
|
17K
$1.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.14KNew |
$278K - $333K
|
3.14K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.13K+ 1.89% |
$277K - $332K
|
169K
$17.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.82KNew |
$249K - $298K
|
2.82K
$286K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.66KNew |
$235K - $282K
|
2.66K
$271K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.33KNew |
$206K - $247K
|
2.33K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.32KNew |
$205K - $246K
|
2.32K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.3KNew |
$203K - $244K
|
2.3K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.49KNew |
$132K - $158K
|
1.49K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 11.98% |
$126K - $151K
|
13.4K
$1.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.32K+ 37.79% |
$117K - $140K
|
4.81K
$490K
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.25K+ 13.18% |
$110K - $132K
|
10.7K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.23K+ 164.12% |
$108K - $130K
|
1.97K
$201K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 33.63% |
$107K - $128K
|
4.79K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.07KNew |
$94.7K - $113K
|
1.07K
$109K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 646.5% |
$89.7K - $108K
|
1.17K
$119K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
899+ 3.67% |
$79.5K - $95.2K
|
25.4K
$2.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
870New |
$76.9K - $92.2K
|
870
$88.5K
|