Purchases and Sales Made in Q4 2023 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
547K+ 54.8% |
$11.2M - $13.3M
|
1.55M
$31.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
445K+ 337.86% |
$9.07M - $10.8M
|
576K
$11.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
214K+ 1535.82% |
$4.37M - $5.21M
|
228K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
157K+ 456.86% |
$3.2M - $3.81M
|
192K
$3.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
154KNew |
$3.14M - $3.73M
|
154K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145K+ 49.86% |
$2.95M - $3.52M
|
435K
$8.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
130K+ 232.2% |
$2.66M - $3.17M
|
187K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
127K+ 41.87% |
$2.59M - $3.08M
|
430K
$8.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
85.8K+ 125.48% |
$1.75M - $2.08M
|
154K
$3.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
68.2K+ 57.26% |
$1.39M - $1.66M
|
187K
$3.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.2K+ 94.92% |
$1.08M - $1.29M
|
109K
$2.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
51.9KNew |
$1.06M - $1.26M
|
51.9K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.8KNew |
$872K - $1.04M
|
42.8K
$862K
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30.4KNew |
$621K - $739K
|
30.4K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.6K+ 10.59% |
$543K - $647K
|
278K
$5.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25.8KNew |
$526K - $626K
|
25.8K
$519K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
19.6K+ 19.13% |
$400K - $476K
|
122K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18K+ 4.33% |
$368K - $437K
|
434K
$8.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
14.7KNew |
$300K - $358K
|
14.7K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$249K - $297K
|
12.2K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.9K+ 382.33% |
$222K - $264K
|
13.7K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.4K+ 209.31% |
$212K - $253K
|
15.4K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.51K+ 9.08% |
$133K - $158K
|
78.2K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
5.14K+ 10.27% |
$105K - $125K
|
55.1K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.98K+ 20733.33% |
$101K - $121K
|
5K
$101K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.36KNew |
$88.9K - $106K
|
4.36K
$87.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 11.41% |
$48.8K - $58.1K
|
23.4K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.71KNew |
$34.9K - $41.5K
|
1.71K
$34.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 2.61% |
$31.3K - $37.3K
|
60.3K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1.38KNew |
$28K - $33.4K
|
1.38K
$27.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.25K+ 263.37% |
$25.5K - $30.4K
|
1.73K
$34.8K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
305New |
$6.22K - $7.4K
|
305
$6.14K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
300New |
$6.12K - $7.28K
|
300
$6.04K
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
171+ 1.32% |
$3.49K - $4.15K
|
13.2K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
103+ 0.21% |
$2.1K - $2.5K
|
49.3K
$993K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
79+ 1.08% |
$1.61K - $1.92K
|
7.41K
$149K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
55+ 0.58% |
$1.12K - $1.33K
|
9.61K
$194K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 0.57% |
$306 - $364
|
2.65K
$53.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.28% |
$61.2 - $72.8
|
1.07K
$21.6K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.5% |
$20.4 - $24.3
|
203
$4.09K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48- 0.4% |
$979 - $1.16K
|
12.1K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-166- 0.22% |
$3.38K - $4.03K
|
74.8K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-205- 8.76% |
$4.18K - $4.98K
|
2.14K
$43K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-245- 2.5% |
$5K - $5.95K
|
9.54K
$192K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-248- 0.16% |
$5.06K - $6.02K
|
152K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-500- 8.49% |
$10.2K - $12.1K
|
5.39K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-575- 3.67% |
$11.7K - $14K
|
15.1K
$304K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-615- 6.18% |
$12.5K - $14.9K
|
9.34K
$188K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.23K- 0.66% |
$25.1K - $29.9K
|
185K
$3.72M
|