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 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
643+ 1.7% |
$56.8K - $68.1K
|
38.4K
$3.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
611+ 3.33% |
$54K - $64.7K
|
19K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
594+ 10.8% |
$52.5K - $62.9K
|
6.09K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
591+ 12.87% |
$52.2K - $62.6K
|
5.18K
$515K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
520New |
$46K - $55.1K
|
520
$51.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
500New |
$44.2K - $53K
|
500
$49.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
475+ 86.68% |
$42K - $50.3K
|
1.02K
$102K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
475+ 6.12% |
$42K - $50.3K
|
8.24K
$819K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
448+ 13.3% |
$39.6K - $47.5K
|
3.82K
$379K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
421New |
$37.2K - $44.6K
|
421
$41.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
410+ 7.61% |
$36.2K - $43.4K
|
5.8K
$577K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
410+ 1.31% |
$36.2K - $43.4K
|
31.6K
$3.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
400New |
$35.4K - $42.4K
|
400
$39.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
387+ 5.43% |
$34.2K - $41K
|
7.51K
$747K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
318New |
$28.1K - $33.7K
|
318
$31.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
300New |
$26.5K - $31.8K
|
300
$29.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
300New |
$26.5K - $31.8K
|
300
$29.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
288New |
$25.5K - $30.5K
|
288
$28.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
255+ 0.52% |
$22.5K - $27K
|
48.8K
$4.85M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
245+ 140.0% |
$21.7K - $26K
|
420
$41.8K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
225New |
$19.9K - $23.8K
|
225
$22.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200New |
$17.7K - $21.2K
|
200
$19.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
182New |
$16.1K - $19.3K
|
182
$18.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
169+ 6.15% |
$14.9K - $17.9K
|
2.92K
$290K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
166+ 691.67% |
$14.7K - $17.6K
|
190
$18.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
155+ 5.98% |
$13.7K - $16.4K
|
2.75K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
145New |
$12.8K - $15.4K
|
145
$14.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
144+ 1.5% |
$12.7K - $15.3K
|
9.72K
$966K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
131New |
$11.6K - $13.9K
|
131
$13K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
110+ 122.22% |
$9.72K - $11.7K
|
200
$19.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
91New |
$8.04K - $9.64K
|
91
$9.05K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
91+ 1.6% |
$8.04K - $9.64K
|
5.77K
$574K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
79+ 79.0% |
$6.98K - $8.37K
|
179
$17.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
64+ 2.14% |
$5.66K - $6.78K
|
3.06K
$304K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50+ 20.0% |
$4.42K - $5.3K
|
300
$29.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
50+ 16.67% |
$4.42K - $5.3K
|
350
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
37New |
$3.27K - $3.92K
|
37
$3.68K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31+ 0.75% |
$2.74K - $3.28K
|
4.14K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27+ 0.22% |
$2.39K - $2.86K
|
12K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
25New |
$2.21K - $2.65K
|
25
$2.49K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20New |
$1.77K - $2.12K
|
20
$1.99K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
20+ 30.77% |
$1.77K - $2.12K
|
85
$8.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 5.6% |
$1.33K - $1.59K
|
283
$28.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10New |
$884 - $1.06K
|
10
$994
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 9.43% |
$884 - $1.06K
|
116
$11.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.79% |
$530 - $636
|
765
$76K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 2.65% |
$442 - $530
|
194
$19.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.07% |
$265 - $318
|
4.55K
$453K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.26% |
$265 - $318
|
242
$24.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 1.06% |
$177 - $212
|
191
$19K
|