Latest Institutional Sells of Ishares Tr (IEZ)
This list provides information on the latest institutional transactions involving Ishares Tr (IEZ) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-276K- 29.82% |
$4.08M - $5.48M
|
650K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-235K- 74.93% |
$3.47M - $4.65M
|
78.5K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-202K- 87.89% |
$2.99M - $4.01M
|
27.9K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.3K- 50.8% |
$772K - $1.04M
|
50.6K
$891K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-23.4K- 14.49% |
$346K - $465K
|
138K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.4K- 21.42% |
$316K - $425K
|
78.6K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-12.6K- 7.19% |
$187K - $251K
|
163K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.09K- 34.87% |
$134K - $180K
|
17K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.79K- 36.09% |
$130K - $174K
|
15.6K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-6.6K- 38.82% |
$97.5K - $131K
|
10.4K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.52K- 18.08% |
$96.3K - $129K
|
29.5K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.58K- 20.12% |
$82.4K - $111K
|
22.1K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.92K- 18.31% |
$72.6K - $97.5K
|
21.9K
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.94K- 24.97% |
$43.4K - $58.3K
|
8.84K
$156K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.28K- 35.69% |
$33.6K - $45.1K
|
4.1K
$72.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.73K- 5.16% |
$25.5K - $34.2K
|
31.7K
$558K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42K- 19.34% |
$21K - $28.2K
|
5.92K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 70.9% |
$15.9K - $21.4K
|
442
$7.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-550- 63.22% |
$8.12K - $10.9K
|
320
$5.63K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-355- 0.66% |
$5.24K - $7.04K
|
53.5K
$941K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-250- 13.69% |
$3.69K - $4.96K
|
1.58K
$27.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-166- 3.08% |
$2.45K - $3.29K
|
5.22K
$91.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-116- 68.64% |
$1.71K - $2.3K
|
53
$933
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 0.36% |
$414 - $556
|
7.76K
$137K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 41.29% |
$661K - $796K
|
51K
$897K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-27.8K- 97.88% |
$511K - $616K
|
600
$10.6K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12.5K- 49.42% |
$231K - $279K
|
12.8K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 55.22% |
$228K - $275K
|
10.1K
$177K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.98K- 41.04% |
$147K - $177K
|
11.5K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.41K- 19.28% |
$62.9K - $75.8K
|
14.3K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.87K- 61.93% |
$34.5K - $41.5K
|
1.15K
$20.2K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.52K- 14.68% |
$28K - $33.7K
|
8.83K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-282- 66.51% |
$5.19K - $6.26K
|
142
$2.5K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 50.0% |
$36.8 - $44.4
|
2
$35.2
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1- 0.05% |
$18.4 - $22.2
|
1.84K
$32.4K
|
|
| Q4 2024 | |||||||
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.45K- 16.51% |
$46.3K - $54.1K
|
12.4K
$218K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.86K- 9.14% |
$112K - $139K
|
58.2K
$1.02M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.5K- 31.08% |
$279K - $331K
|
29.9K
$526K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-13.1K- 54.0% |
$271K - $322K
|
11.2K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 50.68% |
$213K - $253K
|
9.99K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.26K- 72.14% |
$67.5K - $80.2K
|
1.26K
$22.1K
|
|
|
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
$206K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.81K- 18.15% |
$58.2K - $69.1K
|
12.7K
$223K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 8.75% |
$20.8K - $24.7K
|
10.5K
$184K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-363K- 97.2% |
$7.2M - $8.58M
|
10.5K
$184K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-291K- 81.41% |
$5.78M - $6.88M
|
66.5K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.4K- 59.45% |
$1.08M - $1.29M
|
37.1K
$653K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.2K- 52.18% |
$202K - $241K
|
9.32K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-250- 4.64% |
$4.96K - $5.91K
|
5.14K
$90.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-220- 2.41% |
$4.37K - $5.2K
|
8.92K
$157K
|
|