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 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.31% |
$177 - $212
|
637
$64.8K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.54% |
$88.4 - $106
|
66
$6.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.65% |
$88.4 - $106
|
152
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$88.4 - $106
|
3.42K
$348K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-26Closed |
$2.3K - $2.75K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-51- 0.74% |
$4.51K - $5.4K
|
6.81K
$693K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-60- 35.93% |
$5.3K - $6.36K
|
107
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-63- 1.39% |
$5.57K - $6.67K
|
4.48K
$456K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-66- 0.82% |
$5.83K - $6.99K
|
8K
$815K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-90- 1.42% |
$7.96K - $9.53K
|
6.27K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-98- 1.54% |
$8.66K - $10.4K
|
6.25K
$636K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-100- 3.54% |
$8.84K - $10.6K
|
2.73K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-100- 0.43% |
$8.84K - $10.6K
|
23.4K
$2.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-112- 1.88% |
$9.9K - $11.9K
|
5.83K
$594K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-134Closed |
$11.8K - $14.2K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-192- 9.02% |
$17K - $20.3K
|
1.94K
$197K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 25.0% |
$17.7K - $21.2K
|
600
$61.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-211- 16.05% |
$18.7K - $22.4K
|
1.1K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-400- 13.01% |
$35.4K - $42.4K
|
2.68K
$272K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-449- 1.66% |
$39.7K - $47.6K
|
26.6K
$2.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-449- 0.21% |
$39.7K - $47.6K
|
210K
$21.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-487- 7.11% |
$43K - $51.6K
|
6.37K
$648K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-601- 8.61% |
$53.1K - $63.7K
|
6.38K
$649K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-650- 0.56% |
$57.5K - $68.9K
|
114K
$11.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-669- 13.56% |
$59.1K - $70.9K
|
4.27K
$434K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-774- 5.52% |
$68.4K - $82K
|
13.3K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-811- 63.11% |
$71.7K - $85.9K
|
474
$48.2K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-949- 8.7% |
$83.9K - $101K
|
9.95K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-949- 8.7% |
$83.9K - $101K
|
9.95K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-952- 3.64% |
$84.1K - $101K
|
25.2K
$2.56M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.01K- 3.67% |
$89.6K - $107K
|
26.6K
$2.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.07K- 2.9% |
$94.1K - $113K
|
35.6K
$3.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.29K- 13.53% |
$114K - $136K
|
8.21K
$836K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.46K- 1.06% |
$129K - $155K
|
137K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.52K- 9.44% |
$135K - $161K
|
14.6K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.56K- 19.08% |
$138K - $165K
|
6.61K
$673K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 11.06% |
$144K - $172K
|
13.1K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.97K- 1.47% |
$174K - $209K
|
132K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.15K- 54.09% |
$190K - $228K
|
1.83K
$186K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.98K- 10.98% |
$264K - $316K
|
24.2K
$2.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-3K- 60.0% |
$265K - $318K
|
2K
$204K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.34K- 4.65% |
$296K - $354K
|
68.6K
$6.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.13K- 26.7% |
$365K - $437K
|
11.3K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.17K- 19.78% |
$368K - $441K
|
16.9K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.08K- 91.57% |
$449K - $538K
|
467
$47.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.25K- 9.01% |
$729K - $874K
|
83.3K
$8.48M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.8K- 19.41% |
$1.04M - $1.24M
|
48.8K
$4.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.6K- 79.57% |
$1.11M - $1.33M
|
3.23K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-14.2K- 73.6% |
$1.25M - $1.5M
|
5.08K
$517K
|