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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.09K- 34.87% |
$134K - $180K
|
17K
$302K
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.28K- 35.69% |
$33.6K - $45.1K
|
4.1K
$73K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-238K- 20.45% |
$4.39M - $5.29M
|
927K
$16.5M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-85.7K- 66.99% |
$1.58M - $1.9M
|
42.2K
$752K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.8K- 26.88% |
$697K - $839K
|
103K
$1.83M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 41.29% |
$661K - $796K
|
51K
$907K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-27.8K- 97.88% |
$511K - $616K
|
600
$10.7K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.3K- 47.19% |
$281K - $339K
|
17.1K
$304K
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12.5K- 49.42% |
$231K - $279K
|
12.8K
$229K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 55.22% |
$228K - $275K
|
10.1K
$179K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.98K- 41.04% |
$147K - $177K
|
11.5K
$204K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.7K- 2.48% |
$86.5K - $104K
|
185K
$3.29M
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 4.3% |
$83.1K - $100K
|
101K
$1.79M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.32K- 9.17% |
$79.6K - $95.9K
|
42.8K
$761K
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.41K- 19.28% |
$62.9K - $75.8K
|
14.3K
$254K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.88K- 25.84% |
$34.5K - $41.6K
|
5.38K
$95.8K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.87K- 61.93% |
$34.5K - $41.5K
|
1.15K
$20.5K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.52K- 14.68% |
$28K - $33.7K
|
8.83K
$157K
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.49K- 0.84% |
$27.5K - $33.2K
|
176K
$3.13M
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-565- 1.04% |
$10.4K - $12.5K
|
53.8K
$958K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-282- 66.51% |
$5.19K - $6.26K
|
142
$2.53K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-170- 0.65% |
$3.13K - $3.77K
|
26K
$462K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5- 2.87% |
$92.1 - $111
|
169
$3.01K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 50.0% |
$36.8 - $44.4
|
2
$35.6
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1- 0.05% |
$18.4 - $22.2
|
1.84K
$32.8K
|
|
Q4 2024 | |||||||
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.45K- 16.51% |
$46.3K - $54.1K
|
12.4K
$220K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-894- 12.18% |
$16.9K - $19.7K
|
6.44K
$115K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-439- 3.59% |
$8.31K - $9.7K
|
11.8K
$210K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-25.8K- 13.76% |
$492K - $613K
|
162K
$2.88M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.86K- 9.14% |
$112K - $139K
|
58.2K
$1.04M
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.5K- 31.08% |
$279K - $331K
|
29.9K
$532K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-13.1K- 54.0% |
$271K - $322K
|
11.2K
$199K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 50.68% |
$213K - $253K
|
9.99K
$178K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.26K- 72.14% |
$67.5K - $80.2K
|
1.26K
$22.4K
|
|
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
$209K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.81K- 18.15% |
$58.2K - $69.1K
|
12.7K
$225K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.01K- 8.75% |
$20.8K - $24.7K
|
10.5K
$187K
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-363K- 97.2% |
$7.2M - $8.58M
|
10.5K
$186K
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-291K- 81.41% |
$5.78M - $6.88M
|
66.5K
$1.18M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.4K- 59.45% |
$1.08M - $1.29M
|
37.1K
$660K
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.2K- 52.18% |
$202K - $241K
|
9.32K
$166K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-616- 28.85% |
$12.2K - $14.6K
|
1.52K
$27K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-250- 4.64% |
$4.96K - $5.91K
|
5.14K
$91.5K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-220- 2.41% |
$4.37K - $5.2K
|
8.92K
$159K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-28.2K- 12.01% |
$575K - $684K
|
207K
$3.68M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.3K- 8.25% |
$517K - $615K
|
282K
$5.02M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.48K- 14.29% |
$71K - $84.5K
|
20.9K
$372K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.71K- 11.88% |
$55.3K - $65.8K
|
20.1K
$358K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-245- 2.5% |
$5K - $5.95K
|
9.54K
$170K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-166- 0.22% |
$3.38K - $4.03K
|
74.8K
$1.33M
|