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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.0% |
$14.8 - $19.8
|
101
$1.78K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-276K- 29.82% |
$4.08M - $5.48M
|
650K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.3K+ 41.67% |
$167K - $224K
|
38.4K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 25.71% |
$162K - $218K
|
53.8K
$946K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-202K- 87.89% |
$2.99M - $4.01M
|
27.9K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
640+ 3.75% |
$9.45K - $12.7K
|
17.7K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 70.9% |
$15.9K - $21.4K
|
442
$7.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
65.6K+ 155.4% |
$969K - $1.3M
|
108K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.58K- 20.12% |
$82.4K - $111K
|
22.1K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-6.6K- 38.82% |
$97.5K - $131K
|
10.4K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-235K- 74.93% |
$3.47M - $4.65M
|
78.5K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.52K- 18.08% |
$96.3K - $129K
|
29.5K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 0.36% |
$414 - $556
|
7.76K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
7.1K+ 36.41% |
$105K - $141K
|
26.6K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.9K+ 281.87% |
$648K - $871K
|
59.5K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.3K- 50.8% |
$772K - $1.04M
|
50.6K
$891K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.9K+ 10.22% |
$279K - $375K
|
204K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.1K+ 243.09% |
$933K - $1.25M
|
89.1K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.48K+ 19.37% |
$21.8K - $29.3K
|
9.11K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
32K+ 221.85% |
$472K - $634K
|
46.4K
$816K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.79K- 36.09% |
$130K - $174K
|
15.6K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42K- 19.34% |
$21K - $28.2K
|
5.92K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-550- 63.22% |
$8.12K - $10.9K
|
320
$5.63K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
60+ 0.58% |
$886 - $1.19K
|
10.4K
$183K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.94K- 24.97% |
$43.4K - $58.3K
|
8.84K
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.4K- 21.42% |
$316K - $425K
|
78.6K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
633+ 0.57% |
$9.35K - $12.6K
|
111K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.28% |
$44.3 - $59.5
|
1.09K
$19.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$14.8 - $19.8
|
315
$5.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
59+ 0.44% |
$871 - $1.17K
|
13.4K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.92K- 18.31% |
$72.6K - $97.5K
|
21.9K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.64KNew |
$24.1K - $32.4K
|
1.64K
$28.8K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.48% |
$14.8 - $19.8
|
208
$3.66K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-166- 3.08% |
$2.45K - $3.29K
|
5.22K
$91.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
50.3K+ 194.53% |
$742K - $997K
|
76.1K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-23.4K- 14.49% |
$346K - $465K
|
138K
$2.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
266+ 0.14% |
$3.93K - $5.28K
|
185K
$3.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.11K+ 8.29% |
$90.2K - $121K
|
79.8K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-12.6K- 7.19% |
$187K - $251K
|
163K
$2.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-116- 68.64% |
$1.71K - $2.3K
|
53
$933
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
200+ 1666.67% |
$2.95K - $3.97K
|
212
$3.73K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4K+ 35.42% |
$213K - $287K
|
55.2K
$972K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-355- 0.66% |
$5.24K - $7.04K
|
53.5K
$941K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.73K- 5.16% |
$25.5K - $34.2K
|
31.7K
$558K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.85K+ 7.8% |
$116K - $156K
|
108K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-250- 13.69% |
$3.69K - $4.96K
|
1.58K
$27.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$14.8 - $19.8
|
163
$2.87K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
13.5K+ 58.67% |
$199K - $267K
|
36.5K
$642K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.09K- 34.87% |
$134K - $180K
|
17K
$299K
|