Purchases and Sales Made in Q3 2024 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.9K+ 60.61% |
$1.5M - $1.71M
|
44.8K
$4.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.56KNew |
$403K - $461K
|
4.56K
$410K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.82KNew |
$338K - $386K
|
3.82K
$343K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.41K+ 20.06% |
$302K - $345K
|
20.4K
$1.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 31.16% |
$221K - $252K
|
10.5K
$943K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.14K+ 3.63% |
$189K - $216K
|
61K
$5.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.03K+ 1.0% |
$91.4K - $104K
|
104K
$9.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
293+ 3.27% |
$25.9K - $29.6K
|
9.27K
$833K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
159+ 1.02% |
$14.1K - $16.1K
|
15.8K
$1.42M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 5.88% |
$8.85K - $10.1K
|
1.8K
$162K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
100+ 7.28% |
$8.85K - $10.1K
|
1.47K
$132K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
69+ 0.21% |
$6.11K - $6.98K
|
33.2K
$2.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
60+ 0.52% |
$5.31K - $6.07K
|
11.6K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
50+ 20.33% |
$4.43K - $5.06K
|
296
$26.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 3.08% |
$1.95K - $2.23K
|
736
$66.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
7+ 0.63% |
$620 - $708
|
1.12K
$101K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.67% |
$266 - $303
|
449
$40.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3+ 0.14% |
$266 - $303
|
2.21K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.72% |
$177 - $202
|
279
$25.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.08% |
$177 - $202
|
188
$16.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.78% |
$177 - $202
|
257
$23.1K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.16% |
$177 - $202
|
174
$15.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-31- 1.29% |
$2.74K - $3.14K
|
2.38K
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-51- 0.36% |
$4.51K - $5.16K
|
14.1K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 12.5% |
$8.85K - $10.1K
|
700
$62.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-135- 5.39% |
$12K - $13.7K
|
2.37K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 80.0% |
$17.7K - $20.2K
|
50
$4.49K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-200- 6.94% |
$17.7K - $20.2K
|
2.68K
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-218- 3.06% |
$19.3K - $22.1K
|
6.9K
$620K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-221- 26.69% |
$19.6K - $22.4K
|
607
$54.6K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-225- 2.52% |
$19.9K - $22.8K
|
8.7K
$782K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-228- 9.19% |
$20.2K - $23.1K
|
2.25K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-248- 4.04% |
$22K - $25.1K
|
5.89K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-339- 2.37% |
$30K - $34.3K
|
14K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-406- 1.35% |
$35.9K - $41.1K
|
29.8K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-430- 15.66% |
$38.1K - $43.5K
|
2.32K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.41K- 5.73% |
$124K - $142K
|
23.1K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.76K- 8.05% |
$156K - $178K
|
20.1K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.09K- 6.93% |
$274K - $313K
|
41.5K
$3.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.34K- 11.55% |
$384K - $439K
|
33.2K
$2.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.83K- 46.78% |
$516K - $589K
|
6.63K
$596K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.58K- 22.53% |
$760K - $868K
|
29.5K
$2.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27.7K- 99.77% |
$2.45M - $2.8M
|
63
$5.66K
|