Latest Institutional Transactions on Ishares Tr (IEZ)
This table provides information on the latest institutional transactions involving Ishares Tr (IEZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27.6K+ 3680.4% |
$523K - $610K
|
28.4K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.76K- 23.16% |
$128K - $149K
|
22.4K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
20.9KNew |
$396K - $462K
|
20.9K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
12.5KNew |
$237K - $276K
|
12.5K
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$18.9 - $22.1
|
312
$6.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173KNew |
$3.27M - $3.81M
|
173K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.36K- 2.39% |
$177K - $207K
|
382K
$7.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.19% |
$37.9 - $44.2
|
1.08K
$22.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
870New |
$16.5K - $19.2K
|
870
$17.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.6KNew |
$333K - $388K
|
17.6K
$361K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50.1K+ 50105.0% |
$948K - $1.11M
|
50.2K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.84K+ 43.61% |
$72.7K - $84.8K
|
12.6K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
170+ 0.1% |
$3.22K - $3.76K
|
177K
$3.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-439- 3.59% |
$8.31K - $9.7K
|
11.8K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$94.7 - $110
|
11.1K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.26KNew |
$137K - $160K
|
7.26K
$149K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.97K- 26.39% |
$132K - $154K
|
19.4K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-66.4K- 38.72% |
$1.26M - $1.47M
|
105K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-954- 85.56% |
$18.1K - $21.1K
|
161
$3.31K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
27.1K+ 56.96% |
$513K - $598K
|
74.6K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 2.19% |
$23.1K - $26.9K
|
54.4K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-250- 1.46% |
$4.73K - $5.52K
|
16.8K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
20.2KNew |
$382K - $446K
|
20.2K
$415K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.1% |
$191 - $238
|
10.4K
$213K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.99K+ 202.74% |
$191K - $238K
|
14.9K
$307K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.8K- 46.45% |
$302K - $377K
|
18.3K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
108K+ 215.22% |
$2.06M - $2.57M
|
158K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.78K- 17.05% |
$187K - $233K
|
47.6K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.37K- 15.58% |
$122K - $152K
|
34.5K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-235K- 89.95% |
$4.48M - $5.59M
|
26.2K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.95K+ 3.69% |
$75.3K - $94K
|
111K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.16KNew |
$41.3K - $51.5K
|
2.16K
$44.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 12.27% |
$2.34M - $2.92M
|
876K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.8K+ 44.1% |
$798K - $996K
|
137K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.7K- 20.78% |
$1.04M - $1.3M
|
209K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.63K+ 9.63% |
$50.2K - $62.6K
|
29.9K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.47K+ 11.95% |
$28K - $34.9K
|
13.7K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-8K- 74.77% |
$153K - $190K
|
2.7K
$55.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.4K+ 132.68% |
$504K - $629K
|
46.3K
$952K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-30K- 68.49% |
$572K - $714K
|
13.8K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.2K- 73.17% |
$615K - $767K
|
11.8K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$2.1K - $2.62K
|
110
$2.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-127- 23.05% |
$2.42K - $3.02K
|
424
$8.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.1K- 37.75% |
$1.11M - $1.38M
|
95.8K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6K+ 16.09% |
$202K - $252K
|
76.5K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
4.32K+ 28.93% |
$82.4K - $103K
|
19.2K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-25.8K- 13.76% |
$492K - $613K
|
162K
$3.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8K+ 48.11% |
$531K - $663K
|
85.7K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.88K+ 8.49% |
$93.1K - $116K
|
62.3K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.49% |
$19.1 - $23.8
|
206
$4.24K
|
|