Cresset Asset Management, LLC Ishares Tr Transaction History

Cresset Asset Management, LLC

$17.3 Billion
Q4 2024

A detailed history of Cresset Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cresset Asset Management, LLC holds 10,276 shares of IEZ stock, worth $214,768. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,276

Holding current value

$214,768

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$18.93 - $22.09 $194,524 - $226,996	10,276 New	10,276 $203,000

Others Institutions Holding IEZ

# of Institutions

Shares Held

4.07M

Call Options Held

13.6K

Put Options Held

13.3K

Morgan Stanley New York, NY

1.16M
Shares

$24.3 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

382K
Shares

$7.98 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

273K
Shares

$5.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

217K
Shares

$4.53 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

190K
Shares

$3.96 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

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Cresset Asset Management, LLC Ishares Tr Transaction History