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 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.3K+ 18.82% |
$47.7K - $56.6K
|
14.5K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.5KNew |
$302K - $358K
|
14.5K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9.35K+ 32.05% |
$194K - $230K
|
38.5K
$809K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28New |
$580 - $689
|
28
$588
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.81K- 18.15% |
$58.2K - $69.1K
|
12.7K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
116+ 6.78% |
$2.4K - $2.86K
|
1.83K
$38.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-13.1K- 54.0% |
$271K - $322K
|
11.2K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 8.75% |
$20.8K - $24.7K
|
10.5K
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.46K- 12.07% |
$30.3K - $36K
|
10.7K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.35K+ 61.11% |
$28K - $33.3K
|
3.57K
$74.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 50.68% |
$213K - $253K
|
9.99K
$210K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.55KNew |
$94.2K - $112K
|
4.55K
$95.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.9K- 19.82% |
$60.1K - $71.4K
|
11.7K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
3.08K+ 1.8% |
$63.9K - $75.9K
|
174K
$3.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.16K+ 12.36% |
$23.9K - $28.4K
|
10.5K
$220K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.4K- 59.45% |
$1.08M - $1.29M
|
37.1K
$779K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
61KNew |
$1.21M - $1.44M
|
61K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.9KNew |
$217K - $258K
|
10.9K
$229K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-616- 28.85% |
$12.2K - $14.6K
|
1.52K
$31.9K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.2K- 52.18% |
$202K - $241K
|
9.32K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.6K- 55.08% |
$547K - $652K
|
22.5K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-250- 4.64% |
$4.96K - $5.91K
|
5.14K
$108K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
2.93K+ 5.31% |
$58.1K - $69.3K
|
58.1K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-363K- 97.2% |
$7.2M - $8.58M
|
10.5K
$220K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
93+ 1.02% |
$1.85K - $2.2K
|
9.24K
$194K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
4.1KNew |
$81.4K - $97K
|
4.1K
$86.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.77K+ 32.1% |
$194K - $231K
|
40.2K
$845K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
200New |
$3.97K - $4.73K
|
200
$4.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-291K- 81.41% |
$5.78M - $6.88M
|
66.5K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9.16K+ 6.04% |
$182K - $217K
|
161K
$3.37M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-220- 2.41% |
$4.37K - $5.2K
|
8.92K
$187K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30New |
$596 - $710
|
30
$630
|
|
| Q4 2023 | |||||||
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.71K- 11.88% |
$55.3K - $65.8K
|
20.1K
$422K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25.8KNew |
$526K - $626K
|
25.8K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.98K+ 20733.33% |
$101K - $121K
|
5K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.8KNew |
$872K - $1.04M
|
42.8K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 2.61% |
$31.3K - $37.3K
|
60.3K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-245- 2.5% |
$5K - $5.95K
|
9.54K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 11.41% |
$48.8K - $58.1K
|
23.4K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-28.2K- 12.01% |
$575K - $684K
|
207K
$4.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.3K- 8.25% |
$517K - $615K
|
282K
$5.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
14.7KNew |
$300K - $358K
|
14.7K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
300New |
$6.12K - $7.28K
|
300
$6.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-166- 0.22% |
$3.38K - $4.03K
|
74.8K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.75K- 13.53% |
$56K - $66.7K
|
17.6K
$369K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
19.6K+ 19.13% |
$400K - $476K
|
122K
$2.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 0.57% |
$306 - $364
|
2.65K
$55.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.48K- 14.29% |
$71K - $84.5K
|
20.9K
$438K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.4K+ 93.33% |
$28.5K - $34K
|
2.9K
$60.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1.38KNew |
$28K - $33.4K
|
1.38K
$28.9K
|
|