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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.28K- 35.69% |
$33.6K - $45.1K
|
4.1K
$73K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.7K+ 129.41% |
$253K - $305K
|
24.3K
$433K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$1.84K - $2.22K
|
100
$1.78K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.8K- 26.88% |
$697K - $839K
|
103K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.7K- 2.48% |
$86.5K - $104K
|
185K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.5K+ 6.51% |
$82.9K - $99.9K
|
73.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.4KNew |
$191K - $231K
|
10.4K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.15K+ 5519.3% |
$57.9K - $69.8K
|
3.2K
$57K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.76K+ 15.71% |
$69.3K - $83.6K
|
27.7K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-238K- 20.45% |
$4.39M - $5.29M
|
927K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1- 0.05% |
$18.4 - $22.2
|
1.84K
$32.8K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$495K - $596K
|
26.9K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.81K+ 13.14% |
$33.3K - $40.2K
|
15.6K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300+ 6.0% |
$5.53K - $6.66K
|
5.3K
$94.3K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.32K- 9.17% |
$79.6K - $95.9K
|
42.8K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 55.22% |
$228K - $275K
|
10.1K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.64KNew |
$141K - $169K
|
7.64K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 41.29% |
$661K - $796K
|
51K
$907K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6.4K+ 60.38% |
$118K - $142K
|
17K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.87K- 61.93% |
$34.5K - $41.5K
|
1.15K
$20.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-282- 66.51% |
$5.19K - $6.26K
|
142
$2.53K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.4KNew |
$376K - $453K
|
20.4K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.3K- 47.19% |
$281K - $339K
|
17.1K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.41K- 19.28% |
$62.9K - $75.8K
|
14.3K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12.5K- 49.42% |
$231K - $279K
|
12.8K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.4KNew |
$265K - $320K
|
14.4K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.4K+ 6.2% |
$248K - $298K
|
230K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
703New |
$12.9K - $15.6K
|
703
$12.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
49.8K+ 99.16% |
$917K - $1.11M
|
100K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
48+ 0.47% |
$884 - $1.07K
|
10.3K
$184K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.5K+ 105.18% |
$341K - $410K
|
36.1K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-85.7K- 66.99% |
$1.58M - $1.9M
|
42.2K
$752K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 14.83% |
$745K - $898K
|
313K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.64% |
$36.8 - $44.4
|
314
$5.59K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
12New |
$221 - $266
|
12
$214
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.52K- 14.68% |
$28K - $33.7K
|
8.83K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.28% |
$55.3 - $66.6
|
1.09K
$19.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 6.94% |
$221K - $266K
|
185K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-170- 0.65% |
$3.13K - $3.77K
|
26K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23New |
$424 - $511
|
23
$409
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.1KNew |
$500K - $602K
|
27.1K
$483K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
12.5K+ 59.91% |
$231K - $278K
|
33.4K
$595K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 23.69% |
$390K - $469K
|
110K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5- 2.87% |
$92.1 - $111
|
169
$3.01K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.49% |
$18.4 - $22.2
|
207
$3.68K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.8KNew |
$476K - $574K
|
25.8K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 50.0% |
$36.8 - $44.4
|
2
$35.6
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.98K- 41.04% |
$147K - $177K
|
11.5K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
868+ 6.95% |
$16K - $19.3K
|
13.4K
$238K
|
|