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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 2.61% |
$31.3K - $37.3K
|
60.3K
$1.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.4K+ 93.33% |
$28.5K - $34K
|
2.9K
$64.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1.38KNew |
$28K - $33.4K
|
1.38K
$30.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
305New |
$6.22K - $7.4K
|
305
$6.75K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
300New |
$6.12K - $7.28K
|
300
$6.64K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
55+ 0.58% |
$1.12K - $1.33K
|
9.61K
$213K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 0.57% |
$306 - $364
|
2.65K
$58.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4KNew |
$431K - $543K
|
21.4K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.4KNew |
$410K - $517K
|
20.4K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$294K - $370K
|
14.6K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.13KNew |
$83.1K - $105K
|
4.13K
$91.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.28KNew |
$46K - $58K
|
2.28K
$50.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
2.09K+ 12.58% |
$42K - $53K
|
18.7K
$413K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.74KNew |
$35K - $44.2K
|
1.74K
$38.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37KNew |
$27.5K - $34.7K
|
1.37K
$30.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
296New |
$5.96K - $7.52K
|
296
$6.55K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
240New |
$4.83K - $6.09K
|
240
$5.31K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.78K+ 9.55% |
$47.9K - $57K
|
31.9K
$706K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
102KNew |
$1.82M - $2.35M
|
102K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.7KNew |
$621K - $801K
|
34.7K
$768K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.6K+ 170.25% |
$368K - $475K
|
32.7K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.8KNew |
$264K - $341K
|
14.8K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
11.2KNew |
$200K - $258K
|
11.2K
$248K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.83K+ 21.18% |
$50.6K - $65.3K
|
16.2K
$358K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
693+ 3.44% |
$12.4K - $16K
|
20.9K
$461K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
250New |
$4.47K - $5.77K
|
250
$5.53K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28KNew |
$432K - $615K
|
28K
$620K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
14.4KNew |
$222K - $315K
|
14.4K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
860New |
$13.3K - $18.9K
|
860
$19K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20New |
$308 - $439
|
20
$442
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.58% |
$15.4 - $21.9
|
172
$3.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.9KNew |
$107K - $138K
|
7.9K
$175K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.98K+ 30.76% |
$40.5K - $52.1K
|
12.7K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
265New |
$3.6K - $4.63K
|
265
$5.86K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
35.9KNew |
$547K - $773K
|
35.9K
$794K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.5KNew |
$297K - $420K
|
19.5K
$431K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
15.6KNew |
$237K - $335K
|
15.6K
$344K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31New |
$472 - $668
|
31
$686
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
550New |
$7.54K - $11K
|
550
$12.2K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
600New |
$6.83K - $9.54K
|
600
$13.3K
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
10KNew |
$67.4K - $121K
|
10K
$221K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
116New |
$2.04K - $2.42K
|
116
$2.57K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
143KNew |
N/A
|
143K
$3.15M
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
40.3KNew |
N/A
|
40.3K
$891K
|
|
| Q4 2017 | |||||||
|
Feb 15, 2018
Q4 2017
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
30KNew |
N/A
|
30K
$664K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$22.1
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
140New |
N/A
|
140
$3.1K
|
|