Purchases and Sales Made in Q4 2024 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173KNew |
$3.27M - $3.81M
|
173K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 126.29% |
$2.29M - $2.67M
|
217K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
115K+ 72.69% |
$2.17M - $2.54M
|
273K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75K+ 635.16% |
$1.42M - $1.66M
|
86.8K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50.1K+ 50105.0% |
$948K - $1.11M
|
50.2K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
30KNew |
$568K - $663K
|
30K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27.6K+ 3680.4% |
$523K - $610K
|
28.4K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
27.1K+ 56.96% |
$513K - $598K
|
74.6K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
25.4KNew |
$481K - $561K
|
25.4K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24KNew |
$453K - $529K
|
24K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
20.9KNew |
$396K - $462K
|
20.9K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
20.2KNew |
$382K - $446K
|
20.2K
$422K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.6KNew |
$333K - $388K
|
17.6K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
16.8K+ 15.16% |
$319K - $372K
|
128K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14K+ 76.86% |
$266K - $310K
|
32.3K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
12.5KNew |
$237K - $276K
|
12.5K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$195K - $227K
|
10.3K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.26KNew |
$137K - $160K
|
7.26K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.84K+ 10.97% |
$129K - $151K
|
69.2K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.01K+ 2.93% |
$75.9K - $88.6K
|
141K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.84K+ 43.61% |
$72.7K - $84.8K
|
12.6K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.54K+ 4.12% |
$66.9K - $78.1K
|
89.3K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.84KNew |
$34.9K - $40.7K
|
1.84K
$38.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
870New |
$16.5K - $19.2K
|
870
$18.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
174New |
$3.29K - $3.84K
|
174
$3.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
170+ 0.1% |
$3.22K - $3.76K
|
177K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$94.7 - $110
|
11.1K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.19% |
$37.9 - $44.2
|
1.08K
$22.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$18.9 - $22.1
|
312
$6.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 20.0% |
$18.9 - $22.1
|
4
$83.7
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.1% |
$189 - $221
|
10.4K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-82- 0.31% |
$1.55K - $1.81K
|
26.1K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-250- 1.46% |
$4.73K - $5.52K
|
16.8K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-439- 3.59% |
$8.31K - $9.7K
|
11.8K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-529- 1.11% |
$10K - $11.7K
|
47.1K
$986K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-954- 85.56% |
$18.1K - $21.1K
|
161
$3.37K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 2.19% |
$23.1K - $26.9K
|
54.4K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.54K- 8.01% |
$29.2K - $34.1K
|
17.7K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.76K- 23.16% |
$128K - $149K
|
22.4K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.97K- 26.39% |
$132K - $154K
|
19.4K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.36K- 2.39% |
$177K - $207K
|
382K
$7.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.9K- 9.07% |
$358K - $418K
|
190K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-34.5K- 99.83% |
$653K - $762K
|
57
$1.19K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-66.4K- 38.72% |
$1.26M - $1.47M
|
105K
$2.2M
|