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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20New |
$308 - $439
|
20
$356
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-7.09K- 28.51% |
$109K - $156K
|
17.8K
$316K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28KNew |
$432K - $615K
|
28K
$499K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
265New |
$3.6K - $4.63K
|
265
$4.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.9KNew |
$107K - $138K
|
7.9K
$141K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.23K- 11.68% |
$43.9K - $56.4K
|
24.4K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-47.5K- 29.54% |
$647K - $832K
|
113K
$2.02M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.98K+ 30.76% |
$40.5K - $52.1K
|
12.7K
$226K
|
|
| Q2 2022 | |||||||
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-245- 62.98% |
$3.73K - $5.28K
|
144
$2.56K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31New |
$472 - $668
|
31
$552
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-464- 90.27% |
$7.07K - $9.99K
|
50
$890
|
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
35.9KNew |
$547K - $773K
|
35.9K
$639K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.5KNew |
$297K - $420K
|
19.5K
$347K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-150Closed |
$2.29K - $3.23K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-47KClosed |
$717K - $1.01M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
15.6KNew |
$237K - $335K
|
15.6K
$277K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45.4KClosed |
$691K - $977K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
550New |
$7.54K - $11K
|
550
$9.79K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.08KClosed |
$14.8K - $21.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-725Closed |
$9.94K - $14.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-35.5KClosed |
$487K - $710K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 66.67% |
$2.74K - $4K
|
100
$1.78K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-105- 15.2% |
$1.29K - $1.63K
|
586
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.45KClosed |
$42.2K - $53.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-255Closed |
$3.12K - $3.95K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-32- 53.33% |
$392 - $496
|
28
$498
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-247Closed |
$3.02K - $3.83K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-3.09KClosed |
$37.8K - $47.8K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-50KClosed |
$612K - $775K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-300Closed |
$3.67K - $4.65K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-31.4KClosed |
$370K - $501K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.5KClosed |
$17.7K - $23.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-789Closed |
$9.29K - $12.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.7K- 45.67% |
$149K - $202K
|
15.1K
$268K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-600Closed |
$7.06K - $9.56K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.31KClosed |
$97.9K - $133K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$1.18K - $1.59K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.52KClosed |
$18.6K - $26K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$128K - $179K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.1KClosed |
$147K - $206K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.3KClosed |
$138K - $193K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.56KClosed |
$19.1K - $26.7K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-24.7KClosed |
$302K - $422K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-45.5KClosed |
$556K - $777K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-35.4KClosed |
$432K - $604K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.4KClosed |
$163K - $228K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
SELL
|
- |
-65.5KClosed |
$801K - $1.12M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-87.9KClosed |
$1.08M - $1.5M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-16K- 96.53% |
$182K - $254K
|
573
$10.2K
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.4KClosed |
$232K - $324K
|
0
$0
|
|