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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
468New |
$8.62K - $10.4K
|
468
$8.33K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.88K- 25.84% |
$34.5K - $41.6K
|
5.38K
$95.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.49K- 0.84% |
$27.5K - $33.2K
|
176K
$3.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8KNew |
$751K - $905K
|
40.8K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
23KNew |
$423K - $510K
|
23K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-6.46K- 19.88% |
$119K - $144K
|
26.1K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
28+ 0.36% |
$516 - $622
|
7.79K
$139K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-565- 1.04% |
$10.4K - $12.5K
|
53.8K
$958K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
800New |
$14.7K - $17.8K
|
800
$14.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 4.3% |
$83.1K - $100K
|
101K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$18.4 - $22.2
|
162
$2.88K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64.6K+ 384.06% |
$1.19M - $1.43M
|
81.5K
$1.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-27.8K- 97.88% |
$511K - $616K
|
600
$10.7K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-894- 12.18% |
$16.9K - $19.7K
|
6.44K
$115K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.45K- 16.51% |
$46.3K - $54.1K
|
12.4K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
30KNew |
$568K - $663K
|
30K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
870New |
$16.5K - $19.2K
|
870
$15.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-439- 3.59% |
$8.31K - $9.7K
|
11.8K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$94.7 - $110
|
11.1K
$197K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
27.1K+ 56.96% |
$513K - $598K
|
74.6K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
20.2KNew |
$382K - $446K
|
20.2K
$359K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.63K+ 9.63% |
$50.2K - $62.6K
|
29.9K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.47K+ 11.95% |
$28K - $34.9K
|
13.7K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$2.1K - $2.62K
|
110
$1.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-25.8K- 13.76% |
$492K - $613K
|
162K
$2.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.86K- 9.14% |
$112K - $139K
|
58.2K
$1.04M
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
180New |
$3.73K - $4.43K
|
180
$3.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6K+ 66.1% |
$124K - $148K
|
15.1K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.26K- 72.14% |
$67.5K - $80.2K
|
1.26K
$22.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.2KNew |
$274K - $325K
|
13.2K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.5K- 31.08% |
$279K - $331K
|
29.9K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.3K+ 18.82% |
$47.7K - $56.6K
|
14.5K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.5KNew |
$302K - $358K
|
14.5K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28New |
$580 - $689
|
28
$498
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.81K- 18.15% |
$58.2K - $69.1K
|
12.7K
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
116+ 6.78% |
$2.4K - $2.86K
|
1.83K
$32.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-13.1K- 54.0% |
$271K - $322K
|
11.2K
$199K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 8.75% |
$20.8K - $24.7K
|
10.5K
$187K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 50.68% |
$213K - $253K
|
9.99K
$178K
|
|
|
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
$209K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
3.08K+ 1.8% |
$63.9K - $75.9K
|
174K
$3.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.16K+ 12.36% |
$23.9K - $28.4K
|
10.5K
$187K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
61KNew |
$1.21M - $1.44M
|
61K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.4K- 59.45% |
$1.08M - $1.29M
|
37.1K
$660K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-616- 28.85% |
$12.2K - $14.6K
|
1.52K
$27K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.2K- 52.18% |
$202K - $241K
|
9.32K
$166K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-250- 4.64% |
$4.96K - $5.91K
|
5.14K
$91.5K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
2.93K+ 5.31% |
$58.1K - $69.3K
|
58.1K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-363K- 97.2% |
$7.2M - $8.58M
|
10.5K
$186K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
4.1KNew |
$81.4K - $97K
|
4.1K
$73K
|
|