Purchases and Sales Made in Q1 2024 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) during Q1 2024. 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 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.37K- 2.34% |
$86.6K - $103K
|
182K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-4.56K- 15.83% |
$90.5K - $108K
|
24.2K
$495K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.9K- 19.58% |
$97.3K - $116K
|
20.1K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.95K- 64.65% |
$197K - $235K
|
5.44K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.2K- 52.18% |
$202K - $241K
|
9.32K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 14.95% |
$218K - $260K
|
62.5K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.3K- 26.97% |
$244K - $291K
|
33.3K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.6K- 6.33% |
$350K - $417K
|
261K
$5.32M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 59.27% |
$351K - $418K
|
12.1K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-19K- 11.37% |
$377K - $450K
|
148K
$3.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.2K- 20.33% |
$441K - $525K
|
87K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.6K- 55.08% |
$547K - $652K
|
22.5K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.6K- 7.9% |
$904K - $1.08M
|
531K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.4K- 59.45% |
$1.08M - $1.29M
|
37.1K
$758K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-88.4K- 20.57% |
$1.75M - $2.09M
|
341K
$6.97M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 28.84% |
$2.49M - $2.97M
|
310K
$6.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-214K- 93.6% |
$4.24M - $5.06M
|
14.6K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-244K- 56.17% |
$4.84M - $5.77M
|
190K
$3.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-291K- 81.41% |
$5.78M - $6.88M
|
66.5K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-363K- 97.2% |
$7.2M - $8.58M
|
10.5K
$214K
|