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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52- 1.75% |
$4.47K - $5.15K
|
2.93K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.15K- 76.51% |
$98.9K - $114K
|
353
$33.4K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.09KNew |
$265K - $306K
|
3.09K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-47- 35.34% |
$4.04K - $4.66K
|
86
$8.14K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.12K- 41.08% |
$182K - $210K
|
3.04K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 9.95% |
$19.4K - $22.3K
|
2.49K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.21KNew |
$190K - $219K
|
2.21K
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-151- 3.59% |
$13K - $15K
|
4.06K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
6.07K+ 5.65% |
$522K - $602K
|
114K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-77- 6.86% |
$6.62K - $7.63K
|
1.05K
$99K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.46K- 98.94% |
$555K - $640K
|
69
$6.53K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2New |
$172 - $198
|
2
$189
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
49New |
$4.18K - $4.99K
|
49
$4.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
4.97KNew |
$424K - $506K
|
4.97K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 3.38% |
$3.41K - $4.07K
|
1.15K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6.84KNew |
$583K - $696K
|
6.84K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
306New |
$26.1K - $31.1K
|
306
$28.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
346+ 12.66% |
$29.5K - $35.2K
|
3.08K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.6K- 65.71% |
$392K - $468K
|
2.4K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.36K- 71.75% |
$457K - $545K
|
2.11K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
71New |
$6.05K - $7.23K
|
71
$6.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-10- 1.42% |
$852 - $1.02K
|
692
$65.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.53% |
$85.2 - $102
|
189
$17.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 12.0% |
$2.56K - $3.05K
|
280
$26.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
99+ 2.37% |
$8.44K - $10.1K
|
4.27K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15.6K- 54.97% |
$1.33M - $1.59M
|
12.8K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$4.26K - $5.09K
|
50
$4.73K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-149- 98.03% |
$12.7K - $15.2K
|
3
$284
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-216- 84.05% |
$18.4K - $22K
|
41
$3.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16New |
$1.36K - $1.63K
|
16
$1.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300- 10.34% |
$25.6K - $30.5K
|
2.6K
$246K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
263New |
$23.3K - $26.6K
|
263
$24.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.64KNew |
$499K - $570K
|
5.64K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.87K- 48.78% |
$254K - $290K
|
3.01K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59+ 0.87% |
$5.22K - $5.97K
|
6.84K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30- 2.14% |
$2.66K - $3.03K
|
1.38K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$902K - $1.03M
|
10.2K
$964K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-27.7K- 70.58% |
$2.45M - $2.8M
|
11.5K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.5K- 60.19% |
$399K - $456K
|
2.98K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
127New |
$11.2K - $12.8K
|
127
$12K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
989+ 24.81% |
$87.5K - $100K
|
4.98K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 80.0% |
$17.7K - $20.2K
|
50
$4.73K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27.7K- 99.77% |
$2.45M - $2.8M
|
63
$5.96K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-135- 5.39% |
$12K - $13.7K
|
2.37K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-430- 15.66% |
$38.1K - $43.5K
|
2.32K
$219K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 12.5% |
$8.85K - $10.1K
|
700
$66.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.09K- 6.93% |
$274K - $313K
|
41.5K
$3.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.34K- 11.55% |
$384K - $439K
|
33.2K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.72% |
$177 - $202
|
279
$26.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-228- 9.19% |
$20.2K - $23.1K
|
2.25K
$213K
|
|