Latest Institutional Transactions on Ishares Tr (IEO)
This table provides information on the latest institutional transactions involving Ishares Tr (IEO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-138- 5.81% |
$11.8K - $14K
|
2.24K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.19K- 20.11% |
$101K - $121K
|
4.71K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-2.01K- 17.28% |
$171K - $204K
|
9.61K
$896K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
272New |
$23.2K - $27.7K
|
272
$25.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-108- 45.96% |
$9.2K - $11K
|
127
$11.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-149- 98.03% |
$12.7K - $15.2K
|
3
$280
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.54% |
$511 - $611
|
1.13K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-346- 7.59% |
$29.5K - $35.2K
|
4.21K
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
3.65K+ 3.51% |
$311K - $371K
|
108K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 18.1% |
$216K - $257K
|
16.5K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 5.12% |
$99.9K - $119K
|
21.7K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300- 10.34% |
$25.6K - $30.5K
|
2.6K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16New |
$1.36K - $1.63K
|
16
$1.49K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
96+ 0.29% |
$8.18K - $9.77K
|
33.3K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-216- 84.05% |
$18.4K - $22K
|
41
$3.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.04K+ 132.19% |
$430K - $513K
|
8.86K
$826K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-503- 7.59% |
$42.9K - $51.2K
|
6.12K
$571K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.57K+ 5.72% |
$219K - $261K
|
47.4K
$4.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1K- 22.54% |
$85.4K - $102K
|
3.44K
$321K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.67% |
$256 - $305
|
452
$42.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.6K- 67.36% |
$906K - $1.08M
|
5.15K
$480K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.8KNew |
$336K - $384K
|
3.8K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
189+ 25.34% |
$16.7K - $19.1K
|
935
$87.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
4.78K+ 38.88% |
$423K - $483K
|
17.1K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.64KNew |
$499K - $570K
|
5.64K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.87% |
$177 - $202
|
228
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
263New |
$23.3K - $26.6K
|
263
$24.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.6K- 67.71% |
$1.56M - $1.78M
|
8.4K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.87K- 48.78% |
$254K - $290K
|
3.01K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-15.7K- 18.04% |
$1.39M - $1.59M
|
71.2K
$6.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59+ 0.87% |
$5.22K - $5.97K
|
6.84K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-27.7K- 70.58% |
$2.45M - $2.8M
|
11.5K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$902K - $1.03M
|
10.2K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30- 2.14% |
$2.66K - $3.03K
|
1.38K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
153New |
$13.5K - $15.5K
|
153
$14.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56New |
$4.96K - $5.66K
|
56
$5.22K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.5K- 60.19% |
$399K - $456K
|
2.98K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
127New |
$11.2K - $12.8K
|
127
$11.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-30- 0.14% |
$2.66K - $3.03K
|
22.1K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 2.13% |
$88.5 - $101
|
48
$4.48K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
989+ 24.81% |
$87.5K - $100K
|
4.98K
$464K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 80.0% |
$17.7K - $20.2K
|
50
$4.66K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27.7K- 99.77% |
$2.45M - $2.8M
|
63
$5.87K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-135- 5.39% |
$12K - $13.7K
|
2.37K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.14% |
$266 - $303
|
2.21K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-430- 15.66% |
$38.1K - $43.5K
|
2.32K
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-200- 6.94% |
$17.7K - $20.2K
|
2.68K
$250K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 12.5% |
$8.85K - $10.1K
|
700
$65.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.72% |
$177 - $202
|
279
$26K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.09K- 6.93% |
$274K - $313K
|
41.5K
$3.87M
|
|