Latest Institutional Purchases of Ishares Tr (IEO)
This list provides information on the latest institutional transactions involving Ishares Tr (IEO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13+ 0.44% |
$1.12K - $1.24K
|
2.96K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7+ 0.61% |
$605 - $670
|
1.15K
$108K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5New |
$432 - $479
|
5
$473
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.66% |
$259 - $287
|
460
$43.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.53% |
$173 - $191
|
382
$36.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.65% |
$86.4 - $95.7
|
156
$14.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1+ 0.65% |
$86.4 - $95.7
|
154
$14.6K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.66KNew |
$349K - $447K
|
4.66K
$441K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.91KNew |
$218K - $280K
|
2.91K
$276K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
2.5KNew |
$187K - $240K
|
2.5K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.25KNew |
$93.6K - $120K
|
1.25K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
718+ 0.88% |
$53.8K - $68.9K
|
82.3K
$7.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
500New |
$37.4K - $48K
|
500
$47.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
422New |
$31.6K - $40.5K
|
422
$39.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
300New |
$22.5K - $28.8K
|
300
$28.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
278New |
$20.8K - $26.7K
|
278
$26.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
275New |
$20.6K - $26.4K
|
275
$26K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
150New |
$11.2K - $14.4K
|
150
$14.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
145New |
$10.9K - $13.9K
|
145
$13.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
76+ 68.47% |
$5.69K - $7.29K
|
187
$17.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
50New |
$3.74K - $4.8K
|
50
$4.73K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
46New |
$3.44K - $4.41K
|
46
$4.35K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
25New |
$1.87K - $2.4K
|
25
$2.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
7New |
$524 - $671
|
7
$662
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 2.08% |
$74.9 - $95.9
|
49
$4.64K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$74.9 - $95.9
|
1
$94.6
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
6.07K+ 5.65% |
$522K - $602K
|
114K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.09KNew |
$265K - $306K
|
3.09K
$292K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.21KNew |
$190K - $219K
|
2.21K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.96KNew |
$169K - $195K
|
1.96K
$186K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 9.95% |
$19.4K - $22.3K
|
2.49K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
219New |
$18.8K - $21.7K
|
219
$20.7K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
175New |
$15.1K - $17.3K
|
175
$16.6K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
16New |
$1.38K - $1.59K
|
16
$1.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2New |
$172 - $198
|
2
$189
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6.84KNew |
$583K - $696K
|
6.84K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
4.97KNew |
$424K - $506K
|
4.97K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
346+ 12.66% |
$29.5K - $35.2K
|
3.08K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
306New |
$26.1K - $31.1K
|
306
$28.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
99+ 2.37% |
$8.44K - $10.1K
|
4.27K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
71New |
$6.05K - $7.23K
|
71
$6.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$4.26K - $5.09K
|
50
$4.73K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
49New |
$4.18K - $4.99K
|
49
$4.64K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 12.0% |
$2.56K - $3.05K
|
280
$26.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16New |
$1.36K - $1.63K
|
16
$1.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.53% |
$85.2 - $102
|
189
$17.9K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10.2KNew |
$902K - $1.03M
|
10.2K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.64KNew |
$499K - $570K
|
5.64K
$533K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.41K+ 20.06% |
$302K - $345K
|
20.4K
$1.93M
|
|