Assetmark, Inc Ishares Tr Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Ishares Tr stock. As of the latest transaction made, Assetmark, Inc holds 6 shares of IEO stock, worth $567. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 6 -0.0%

Holding current value

$567

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$74.87 - $95.92 $449 - $575	6 New	6 $0
Q3 2022 Nov 01, 2022	BUY	$72.71 - $96.38 $799 - $1,060	11 New	11 $1,000

Others Institutions Holding IEO

# of Institutions

170

Shares Held

2.17M

Call Options Held

73.6K

Put Options Held

4.8K

Morgan Stanley New York, NY

342K
Shares

$32.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

147K
Shares

$13.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

112K
Shares

$10.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$9.54 Million
0.0% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

82.3K
Shares

$7.78 Million
0.05% of portfolio

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

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