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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 5.88% |
$8.85K - $10.1K
|
1.8K
$170K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.41K+ 20.06% |
$302K - $345K
|
20.4K
$1.93M
|
|
| Q2 2024 | |||||||
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
50New |
$4.82K - $5.6K
|
50
$4.73K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.54KNew |
$245K - $285K
|
2.54K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 12.06% |
$106K - $123K
|
10.2K
$967K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.71KNew |
$551K - $639K
|
5.71K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.09K- 30.83% |
$105K - $122K
|
2.44K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.16% |
$96.4 - $112
|
644
$60.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$4.82K - $5.6K
|
50
$4.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.5% |
$96.4 - $112
|
202
$19.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.57KNew |
$344K - $399K
|
3.57K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-725- 61.7% |
$69.9K - $81.2K
|
450
$42.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-111- 18.17% |
$10.7K - $12.4K
|
500
$47.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-600- 62.5% |
$57.8K - $67.2K
|
360
$34.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13.9KNew |
$1.34M - $1.55M
|
13.9K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.59KNew |
$828K - $962K
|
8.59K
$813K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28New |
$2.7K - $3.13K
|
28
$2.65K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
108New |
$10.4K - $12.1K
|
108
$10.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
53+ 0.9% |
$5.11K - $5.93K
|
5.92K
$560K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-127- 48.47% |
$12.2K - $14.2K
|
135
$12.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.2KNew |
$116K - $135K
|
1.2K
$114K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11New |
$1.06K - $1.23K
|
11
$1.04K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
50+ 2.49% |
$4.82K - $5.6K
|
2.06K
$195K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
784New |
$75.6K - $87.8K
|
784
$74.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
157New |
$15.1K - $17.6K
|
157
$14.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
550+ 23.71% |
$53K - $61.6K
|
2.87K
$272K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
54New |
$5.21K - $6.04K
|
54
$5.11K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.89K- 16.02% |
$279K - $324K
|
15.2K
$1.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$24.1K - $28K
|
250
$23.7K
|
|
| Q1 2024 | |||||||
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
67New |
$5.88K - $7.17K
|
67
$6.34K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-207- 0.79% |
$18.2K - $22.1K
|
25.9K
$2.45M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.64% |
$87.8 - $107
|
158
$14.9K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
226New |
$19.8K - $24.2K
|
226
$21.4K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.96K+ 37.23% |
$348K - $424K
|
14.6K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
134KNew |
$11.8M - $14.3M
|
134K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.61KNew |
$229K - $279K
|
2.61K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-660- 21.77% |
$57.9K - $70.6K
|
2.37K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.94KNew |
$170K - $207K
|
1.94K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.68K+ 123.4% |
$674K - $821K
|
13.9K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
133+ 3.47% |
$11.7K - $14.2K
|
3.97K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
100New |
$8.78K - $10.7K
|
100
$9.46K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-600Closed |
$52.7K - $64.2K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
742New |
$65.1K - $79.4K
|
742
$70.2K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12.4K- 74.31% |
$1.09M - $1.32M
|
4.28K
$405K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2KNew |
$176K - $214K
|
2K
$189K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.01KNew |
$176K - $215K
|
2.01K
$190K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.32K- 33.86% |
$203K - $248K
|
4.52K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-19- 73.08% |
$1.67K - $2.03K
|
7
$662
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
315New |
$27.6K - $33.7K
|
315
$29.8K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$878 - $1.07K
|
10
$946
|
|