Purchases and Sales Made in Q4 2024 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.04K+ 132.19% |
$430K - $513K
|
8.86K
$861K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
3.65K+ 3.51% |
$311K - $371K
|
108K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.57K+ 5.72% |
$219K - $261K
|
47.4K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 18.1% |
$216K - $257K
|
16.5K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.26K+ 16.07% |
$192K - $230K
|
16.3K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.05KNew |
$175K - $209K
|
2.05K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
96+ 0.29% |
$8.18K - $9.77K
|
33.3K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
47+ 0.62% |
$4.01K - $4.78K
|
7.62K
$740K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16New |
$1.36K - $1.63K
|
16
$1.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.54% |
$511 - $611
|
1.13K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.67% |
$256 - $305
|
452
$43.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-108- 45.96% |
$9.2K - $11K
|
127
$12.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-149- 98.03% |
$12.7K - $15.2K
|
3
$291
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-216- 84.05% |
$18.4K - $22K
|
41
$3.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300- 10.34% |
$25.6K - $30.5K
|
2.6K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-346- 7.59% |
$29.5K - $35.2K
|
4.21K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-503- 7.59% |
$42.9K - $51.2K
|
6.12K
$595K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1K- 22.54% |
$85.4K - $102K
|
3.44K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 5.12% |
$99.9K - $119K
|
21.7K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.6K- 67.36% |
$906K - $1.08M
|
5.15K
$500K
|