Purchases and Sales Made in Q1 2023 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.67K- 5.62% |
$29.8K - $38.4K
|
28K
$572K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.97K- 15.07% |
$35.3K - $45.5K
|
11.1K
$227K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.08K- 7.69% |
$37.1K - $47.9K
|
24.9K
$509K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.44K- 80.55% |
$43.5K - $56.2K
|
588
$12K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.76K- 3.44% |
$49.3K - $63.6K
|
77.5K
$1.58M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.55K- 78.54% |
$63.4K - $81.8K
|
969
$19.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-3.78K- 5.11% |
$67.5K - $87.1K
|
70.1K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.03K- 12.16% |
$72K - $93K
|
29.1K
$595K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-5.92K- 34.56% |
$106K - $136K
|
11.2K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-7.73K- 27.42% |
$138K - $178K
|
20.5K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.1K- 98.25% |
$341K - $440K
|
340
$6.94K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-19.6K- 47.61% |
$351K - $453K
|
21.6K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.6K- 6.66% |
$404K - $522K
|
317K
$6.47M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-23.2K- 57.3% |
$415K - $535K
|
17.3K
$353K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38.6K- 28.42% |
$690K - $890K
|
97.2K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-73.1K- 82.93% |
$1.31M - $1.69M
|
15K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-81.1K- 50.71% |
$1.45M - $1.87M
|
78.8K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-81.8K- 25.23% |
$1.46M - $1.89M
|
243K
$4.95M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.2K- 6.88% |
$1.72M - $2.22M
|
1.3M
$26.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-107K- 69.07% |
$1.9M - $2.46M
|
47.7K
$974K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-116K- 86.0% |
$2.07M - $2.67M
|
18.8K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-229K- 74.39% |
$4.09M - $5.28M
|
78.8K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-230K- 68.01% |
$4.11M - $5.31M
|
108K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-301K- 78.15% |
$5.39M - $6.96M
|
84.3K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-834K- 92.12% |
$14.9M - $19.2M
|
71.3K
$1.46M
|