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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-363K- 97.2% |
$7.2M - $8.58M
|
10.5K
$233K
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-291K- 81.41% |
$5.78M - $6.88M
|
66.5K
$1.48M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-244K- 56.17% |
$4.84M - $5.77M
|
190K
$4.24M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-214K- 93.6% |
$4.24M - $5.06M
|
14.6K
$326K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 28.84% |
$2.49M - $2.97M
|
310K
$6.9M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-88.4K- 20.57% |
$1.75M - $2.09M
|
341K
$7.6M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.4K- 59.45% |
$1.08M - $1.29M
|
37.1K
$826K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.6K- 7.9% |
$904K - $1.08M
|
531K
$11.8M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.6K- 55.08% |
$547K - $652K
|
22.5K
$501K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.2K- 20.33% |
$441K - $525K
|
87K
$1.94M
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-19K- 11.37% |
$377K - $450K
|
148K
$3.3M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 59.27% |
$351K - $418K
|
12.1K
$270K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.6K- 6.33% |
$350K - $417K
|
261K
$5.8M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.3K- 26.97% |
$244K - $291K
|
33.3K
$743K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 14.95% |
$218K - $260K
|
62.5K
$1.39M
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.2K- 52.18% |
$202K - $241K
|
9.32K
$208K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.95K- 64.65% |
$197K - $235K
|
5.44K
$121K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-4.6K- 52.87% |
$91.3K - $109K
|
4.1K
$91.3K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-4.56K- 15.83% |
$90.5K - $108K
|
24.2K
$540K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.37K- 2.34% |
$86.6K - $103K
|
182K
$4.06M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.95K- 90.69% |
$78.5K - $93.5K
|
406
$9.04K
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.83K- 1.53% |
$56.2K - $67K
|
182K
$4.05M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.23K- 11.58% |
$44.3K - $52.8K
|
17.1K
$380K
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.74K- 3.53% |
$34.5K - $41.1K
|
47.6K
$1.06M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1K- 13.49% |
$19.9K - $23.7K
|
6.41K
$143K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-750- 3.57% |
$14.9K - $17.7K
|
20.3K
$451K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-616- 28.85% |
$12.2K - $14.6K
|
1.52K
$33.8K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-250- 4.64% |
$4.96K - $5.91K
|
5.14K
$114K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-220- 2.41% |
$4.37K - $5.2K
|
8.92K
$199K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 1.28% |
$3.49K - $4.16K
|
13.6K
$302K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-28.2K- 12.01% |
$575K - $684K
|
207K
$4.6M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.3K- 8.25% |
$517K - $615K
|
282K
$6.28M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.48K- 14.29% |
$71K - $84.5K
|
20.9K
$465K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.75K- 13.53% |
$56K - $66.7K
|
17.6K
$391K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.71K- 11.88% |
$55.3K - $65.8K
|
20.1K
$448K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-615- 6.18% |
$12.5K - $14.9K
|
9.34K
$208K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-245- 2.5% |
$5K - $5.95K
|
9.54K
$212K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-166- 0.22% |
$3.38K - $4.03K
|
74.8K
$1.67M
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-460- 47.92% |
$9.26K - $11.7K
|
500
$11.1K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-58.3K- 66.59% |
$1M - $1.19M
|
29.2K
$651K
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-252- 2.15% |
$4.34K - $5.16K
|
11.5K
$256K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-240- 70.59% |
$4.13K - $4.92K
|
100
$2.23K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-236- 98.33% |
$4.06K - $4.84K
|
4
$89.1
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-834K- 92.12% |
$14.9M - $19.2M
|
71.3K
$1.59M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-19.6K- 47.61% |
$351K - $453K
|
21.6K
$481K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-5.92K- 34.56% |
$106K - $136K
|
11.2K
$249K
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-3.78K- 5.11% |
$67.5K - $87.1K
|
70.1K
$1.56M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.55K- 78.54% |
$63.4K - $81.8K
|
969
$21.6K
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-395- 3.16% |
$7.06K - $9.11K
|
12.1K
$269K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-377- 3.04% |
$6.74K - $8.7K
|
12K
$268K
|