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 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-307- 9.09% |
$27.4K - $31.4K
|
3.07K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-388- 1.64% |
$34.7K - $39.7K
|
23.3K
$2.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-395- 15.83% |
$35.3K - $40.4K
|
2.1K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-444- 2.6% |
$39.7K - $45.5K
|
16.7K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-479- 13.64% |
$42.8K - $49K
|
3.03K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-495- 3.14% |
$44.2K - $50.7K
|
15.3K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-517- 5.97% |
$46.2K - $52.9K
|
8.14K
$809K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-524- 69.04% |
$46.8K - $53.7K
|
235
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-530- 16.23% |
$47.4K - $54.3K
|
2.74K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-545- 2.44% |
$48.7K - $55.8K
|
21.8K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-585- 24.86% |
$52.3K - $59.9K
|
1.77K
$176K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-832- 30.57% |
$74.3K - $85.2K
|
1.89K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-834- 19.59% |
$74.5K - $85.4K
|
3.42K
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-973- 21.11% |
$86.9K - $99.6K
|
3.64K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.26K- 46.47% |
$113K - $129K
|
1.46K
$145K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.45K- 37.99% |
$130K - $149K
|
2.37K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 53.63% |
$144K - $165K
|
1.39K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.62K- 29.66% |
$144K - $166K
|
3.84K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.77K- 5.44% |
$159K - $182K
|
30.9K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.79K- 8.15% |
$160K - $184K
|
20.2K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.88K- 44.37% |
$168K - $193K
|
2.36K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.06K- 24.48% |
$184K - $211K
|
6.35K
$631K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.55K- 98.08% |
$228K - $261K
|
50
$4.97K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.6K- 50.25% |
$232K - $266K
|
2.57K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.62K- 9.57% |
$234K - $269K
|
24.8K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.96K- 50.7% |
$264K - $303K
|
2.87K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.36K- 52.0% |
$300K - $344K
|
3.1K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.97K- 78.04% |
$355K - $407K
|
1.12K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.17K- 7.58% |
$462K - $530K
|
63.1K
$6.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-5.36K- 30.01% |
$479K - $549K
|
12.5K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.87K- 54.7% |
$524K - $601K
|
4.86K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.51K- 72.82% |
$581K - $666K
|
2.43K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.36K- 9.91% |
$836K - $958K
|
85.1K
$8.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 15.91% |
$1.03M - $1.17M
|
60.6K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.2K- 6.14% |
$1.09M - $1.25M
|
186K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.9K- 16.74% |
$1.16M - $1.32M
|
64.3K
$6.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.6K- 25.56% |
$1.4M - $1.6M
|
45.6K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.5K- 10.75% |
$1.65M - $1.89M
|
154K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.7K- 82.82% |
$1.94M - $2.22M
|
4.5K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.2K- 41.56% |
$2.97M - $3.4M
|
46.7K
$4.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-61.2K- 2.86% |
$5.46M - $6.26M
|
2.08M
$206M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-192K- 27.2% |
$17.2M - $19.7M
|
514K
$51.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-743K- 98.07% |
$66.4M - $76.1M
|
14.6K
$1.45M
|