Arete Wealth Advisors, LLC Ishares Tr Transaction History
Arete Wealth Advisors, LLC
- $1.6 Billion
- Q3 2025
A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 18,072 shares of IEO stock, worth $1.71 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,072
Previous 14,135
27.85%
Holding current value
$1.71 Million
Previous $1.25 Million
33.63%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IEO
# of Institutions
170Shares Held
2.17MCall Options Held
73.6KPut Options Held
4.8K-
Morgan Stanley New York, NY342KShares$32.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC147KShares$13.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA112KShares$10.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC101KShares$9.54 Million0.0% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA82.3KShares$7.78 Million0.05% of portfolio