Latest Institutional Purchases of Ishares Tr (IEZ)
This list provides information on the latest institutional transactions involving Ishares Tr (IEZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
49.8K+ 99.16% |
$917K - $1.11M
|
100K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8KNew |
$751K - $905K
|
40.8K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 14.83% |
$745K - $898K
|
313K
$5.57M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.1KNew |
$500K - $602K
|
27.1K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$495K - $596K
|
26.9K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.8KNew |
$476K - $574K
|
25.8K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
23KNew |
$423K - $510K
|
23K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 23.69% |
$390K - $469K
|
110K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.4KNew |
$376K - $453K
|
20.4K
$363K
|
|
|
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
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.4KNew |
$265K - $320K
|
14.4K
$256K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.7K+ 129.41% |
$253K - $305K
|
24.3K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.4K+ 6.2% |
$248K - $298K
|
230K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
12.5K+ 59.91% |
$231K - $278K
|
33.4K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 6.94% |
$221K - $266K
|
185K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.4KNew |
$191K - $231K
|
10.4K
$185K
|
|
|
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 |
BUY
|
PUT |
6.4K+ 60.38% |
$118K - $142K
|
17K
$303K
|
|
|
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
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.76K+ 15.71% |
$69.3K - $83.6K
|
27.7K
$493K
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.81K+ 13.14% |
$33.3K - $40.2K
|
15.6K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
868+ 6.95% |
$16K - $19.3K
|
13.4K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
800New |
$14.7K - $17.8K
|
800
$14.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
703New |
$12.9K - $15.6K
|
703
$12.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
468New |
$8.62K - $10.4K
|
468
$8.33K
|
|
|
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 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$1.84K - $2.22K
|
100
$1.78K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
48+ 0.47% |
$884 - $1.07K
|
10.3K
$184K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
28+ 0.36% |
$516 - $622
|
7.79K
$139K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23New |
$424 - $511
|
23
$409
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
12New |
$221 - $266
|
12
$214
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.28% |
$55.3 - $66.6
|
1.09K
$19.3K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.64% |
$36.8 - $44.4
|
314
$5.59K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.49% |
$18.4 - $22.2
|
207
$3.68K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$18.4 - $22.2
|
162
$2.88K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
30KNew |
$568K - $663K
|
30K
$534K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
870New |
$16.5K - $19.2K
|
870
$15.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$94.7 - $110
|
11.1K
$197K
|
|
| 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
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.5KNew |
$302K - $358K
|
14.5K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.2KNew |
$274K - $325K
|
13.2K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6K+ 66.1% |
$124K - $148K
|
15.1K
$268K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
3.08K+ 1.8% |
$63.9K - $75.9K
|
174K
$3.1M
|
|