Latest Institutional Transactions on Ishares Tr (IEZ)
This table provides information on the latest institutional transactions involving Ishares Tr (IEZ) 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 |
---|---|---|---|---|---|---|---|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-6K- 15.57% |
$113K - $132K
|
32.5K
$640K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.16K- 48.01% |
$136K - $158K
|
7.76K
$153K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.01K+ 2.93% |
$75.9K - $88.6K
|
141K
$2.77M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24KNew |
$453K - $529K
|
24K
$472K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75K+ 635.16% |
$1.42M - $1.66M
|
86.8K
$1.71M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
10.6KNew |
$201K - $234K
|
10.6K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$195K - $227K
|
10.3K
$202K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.9K- 9.07% |
$358K - $418K
|
190K
$3.73M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.84KNew |
$34.9K - $40.7K
|
1.84K
$36.3K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
16.8K+ 15.16% |
$319K - $372K
|
128K
$2.52M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-529- 1.11% |
$10K - $11.7K
|
47.1K
$927K
|
|
Feb 14, 2025
Q4 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
30KNew |
$568K - $663K
|
30K
$591K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
289K+ 33.0% |
$5.47M - $6.39M
|
1.16M
$22.9M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.02KNew |
$57.2K - $66.7K
|
3.02K
$59.5K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 70.28% |
$616K - $719K
|
13.8K
$271K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.3K+ 85.19% |
$43.5K - $50.8K
|
5K
$98.5K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
174New |
$3.29K - $3.84K
|
174
$3.43K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.84K+ 10.97% |
$129K - $151K
|
69.2K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14K+ 76.86% |
$266K - $310K
|
32.3K
$636K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
115K+ 72.69% |
$2.17M - $2.54M
|
273K
$5.37M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-34.5K- 99.83% |
$653K - $762K
|
57
$1.12K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.1% |
$189 - $221
|
10.4K
$204K
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.54K- 8.01% |
$29.2K - $34.1K
|
17.7K
$349K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 20.0% |
$18.9 - $22.1
|
4
$78.8
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 126.29% |
$2.29M - $2.67M
|
217K
$4.27M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.54K+ 4.12% |
$66.9K - $78.1K
|
89.3K
$1.76M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-82- 0.31% |
$1.55K - $1.81K
|
26.1K
$515K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
25.4KNew |
$481K - $561K
|
25.4K
$500K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
173KNew |
$3.27M - $3.81M
|
173K
$3.4M
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
12.5KNew |
$237K - $276K
|
12.5K
$246K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
20.9KNew |
$396K - $462K
|
20.9K
$412K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.76K- 23.16% |
$128K - $149K
|
22.4K
$442K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
27.6K+ 3680.4% |
$523K - $610K
|
28.4K
$558K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$18.9 - $22.1
|
312
$6.14K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
870New |
$16.5K - $19.2K
|
870
$17.1K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.19% |
$37.9 - $44.2
|
1.08K
$21.3K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.36K- 2.39% |
$177K - $207K
|
382K
$7.52M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.6KNew |
$333K - $388K
|
17.6K
$346K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50.1K+ 50105.0% |
$948K - $1.11M
|
50.2K
$989K
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
170+ 0.1% |
$3.22K - $3.76K
|
177K
$3.49M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.84K+ 43.61% |
$72.7K - $84.8K
|
12.6K
$249K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-439- 3.59% |
$8.31K - $9.7K
|
11.8K
$232K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.05% |
$94.7 - $110
|
11.1K
$218K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.26KNew |
$137K - $160K
|
7.26K
$143K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.97K- 26.39% |
$132K - $154K
|
19.4K
$383K
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-66.4K- 38.72% |
$1.26M - $1.47M
|
105K
$2.07M
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-954- 85.56% |
$18.1K - $21.1K
|
161
$3.17K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
27.1K+ 56.96% |
$513K - $598K
|
74.6K
$1.47M
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 2.19% |
$23.1K - $26.9K
|
54.4K
$1.07M
|