Purchases and Sales Made in Q4 2023 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
997+ 5.9% |
$89.1K - $102K
|
17.9K
$1.78M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
824+ 11.34% |
$73.6K - $84.4K
|
8.09K
$804K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
636+ 2.61% |
$56.8K - $65.1K
|
25K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
500+ 6.26% |
$44.7K - $51.2K
|
8.49K
$844K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
405+ 1.45% |
$36.2K - $41.5K
|
28.3K
$2.81M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
404New |
$36.1K - $41.4K
|
404
$40.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
220New |
$19.7K - $22.5K
|
220
$21.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
201+ 16.67% |
$18K - $20.6K
|
1.41K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
197+ 4.24% |
$17.6K - $20.2K
|
4.85K
$482K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
155+ 0.46% |
$13.8K - $15.9K
|
33.9K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
138+ 7.06% |
$12.3K - $14.1K
|
2.09K
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
135New |
$12.1K - $13.8K
|
135
$13.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
115+ 49.15% |
$10.3K - $11.8K
|
349
$34.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
70New |
$6.25K - $7.17K
|
70
$6.96K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
66+ 58.93% |
$5.9K - $6.76K
|
178
$17.7K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 1.71% |
$5.36K - $6.14K
|
3.56K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
55+ 0.79% |
$4.91K - $5.63K
|
7.05K
$701K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35New |
$3.13K - $3.58K
|
35
$3.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
31New |
$2.77K - $3.17K
|
31
$3.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
17+ 0.27% |
$1.52K - $1.74K
|
6.31K
$627K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 1.72% |
$536 - $614
|
355
$35.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.03% |
$536 - $614
|
21.1K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6New |
$536 - $614
|
6
$596
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 1.63% |
$357 - $410
|
250
$24.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.33% |
$268 - $307
|
906
$90.1K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 1.95% |
$268 - $307
|
157
$15.6K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3+ 1.66% |
$268 - $307
|
184
$18.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.88% |
$268 - $307
|
163
$16.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.12% |
$268 - $307
|
2.59K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 1.52% |
$268 - $307
|
200
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.31% |
$179 - $205
|
642
$63.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.0% |
$179 - $205
|
202
$20.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.82% |
$89.4 - $102
|
123
$12.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11- 0.16% |
$983 - $1.13K
|
6.76K
$672K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-17- 0.07% |
$1.52K - $1.74K
|
26.1K
$2.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-20- 0.08% |
$1.79K - $2.05K
|
25.3K
$2.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-34- 0.41% |
$3.04K - $3.48K
|
8.21K
$816K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-48- 1.25% |
$4.29K - $4.91K
|
3.81K
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 6.07% |
$5.36K - $6.14K
|
929
$92.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-73- 2.7% |
$6.52K - $7.47K
|
2.63K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-93- 1.81% |
$8.31K - $9.52K
|
5.04K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-94- 1.53% |
$8.4K - $9.62K
|
6.04K
$601K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-124- 0.7% |
$11.1K - $12.7K
|
17.6K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-144- 13.14% |
$12.9K - $14.7K
|
952
$94.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-147- 42.73% |
$13.1K - $15.1K
|
197
$19.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-155- 2.69% |
$13.8K - $15.9K
|
5.6K
$557K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-167- 4.65% |
$14.9K - $17.1K
|
3.43K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-202- 2.5% |
$18K - $20.7K
|
7.87K
$782K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-214- 27.9% |
$19.1K - $21.9K
|
553
$55K
|