Purchases and Sales Made in Q3 2024 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
108K+ 215.22% |
$2.06M - $2.57M
|
158K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.8K+ 44.1% |
$798K - $996K
|
137K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8K+ 48.11% |
$531K - $663K
|
85.7K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.4K+ 132.68% |
$504K - $629K
|
46.3K
$933K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.6K+ 16.09% |
$202K - $252K
|
76.5K
$1.54M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.99K+ 202.74% |
$191K - $238K
|
14.9K
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6.8K+ 4.13% |
$130K - $162K
|
171K
$3.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.88K+ 8.49% |
$93.1K - $116K
|
62.3K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
4.32K+ 28.93% |
$82.4K - $103K
|
19.2K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.95K+ 3.69% |
$75.3K - $94K
|
111K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.2K+ 57.17% |
$61.1K - $76.2K
|
8.8K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.63K+ 9.63% |
$50.2K - $62.6K
|
29.9K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.16KNew |
$41.3K - $51.5K
|
2.16K
$43.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.47K+ 11.95% |
$28K - $34.9K
|
13.7K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
131+ 0.45% |
$2.5K - $3.12K
|
29.2K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
110New |
$2.1K - $2.62K
|
110
$2.22K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16+ 0.09% |
$305 - $381
|
17.1K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$95.4 - $119
|
11.1K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5+ 0.45% |
$95.4 - $119
|
1.12K
$22.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.28% |
$57.2 - $71.4
|
1.08K
$21.8K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.49% |
$19.1 - $23.8
|
206
$4.15K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$19.1 - $23.8
|
311
$6.26K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.1% |
$191 - $238
|
10.4K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.1% |
$191 - $238
|
10.4K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-36- 0.56% |
$687 - $857
|
6.38K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-127- 23.05% |
$2.42K - $3.02K
|
424
$8.54K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-229- 0.48% |
$4.37K - $5.45K
|
47.5K
$957K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.37K- 10.11% |
$26.2K - $32.7K
|
12.2K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.7K- 6.04% |
$32.4K - $40.4K
|
26.4K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.12K- 1.04% |
$78.6K - $98.1K
|
391K
$7.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-4.13K- 2.28% |
$78.9K - $98.4K
|
177K
$3.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.86K- 9.14% |
$112K - $139K
|
58.2K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.37K- 15.58% |
$122K - $152K
|
34.5K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.78K- 17.05% |
$187K - $233K
|
47.6K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.7K- 93.43% |
$203K - $254K
|
750
$15.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-14.3K- 20.46% |
$273K - $340K
|
55.6K
$1.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.8K- 46.45% |
$302K - $377K
|
18.3K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-25.8K- 13.76% |
$492K - $613K
|
162K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.2K- 73.17% |
$615K - $767K
|
11.8K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.7K- 20.78% |
$1.04M - $1.3M
|
209K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.1K- 37.75% |
$1.11M - $1.38M
|
95.8K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 12.27% |
$2.34M - $2.92M
|
876K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-235K- 89.95% |
$4.48M - $5.59M
|
26.2K
$528K
|