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 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 11.41% |
$48.8K - $58.1K
|
23.4K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-28.2K- 12.01% |
$575K - $684K
|
207K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.3K- 8.25% |
$517K - $615K
|
282K
$5.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
14.7KNew |
$300K - $358K
|
14.7K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
300New |
$6.12K - $7.28K
|
300
$5.91K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-166- 0.22% |
$3.38K - $4.03K
|
74.8K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.75K- 13.53% |
$56K - $66.7K
|
17.6K
$346K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
19.6K+ 19.13% |
$400K - $476K
|
122K
$2.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
15+ 0.57% |
$306 - $364
|
2.65K
$52.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.48K- 14.29% |
$71K - $84.5K
|
20.9K
$411K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.4K+ 93.33% |
$28.5K - $34K
|
2.9K
$57.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1.38KNew |
$28K - $33.4K
|
1.38K
$27.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
55+ 0.58% |
$1.12K - $1.33K
|
9.61K
$189K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
51.9KNew |
$1.06M - $1.26M
|
51.9K
$1.02M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
305New |
$6.22K - $7.4K
|
305
$6.01K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
296New |
$5.96K - $7.52K
|
296
$5.83K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20.4KNew |
$410K - $517K
|
20.4K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.28KNew |
$46K - $58K
|
2.28K
$45K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.4KNew |
$431K - $543K
|
21.4K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.37KNew |
$27.5K - $34.7K
|
1.37K
$26.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.13KNew |
$83.1K - $105K
|
4.13K
$81.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
2.09K+ 12.58% |
$42K - $53K
|
18.7K
$368K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.74KNew |
$35K - $44.2K
|
1.74K
$34.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$294K - $370K
|
14.6K
$287K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
240New |
$4.83K - $6.09K
|
240
$4.73K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-460- 47.92% |
$9.26K - $11.7K
|
500
$9.85K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
448+ 3.12% |
$7.71K - $9.18K
|
14.8K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.78K+ 9.55% |
$47.9K - $57K
|
31.9K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-236- 98.33% |
$4.06K - $4.84K
|
4
$78.8
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.8KNew |
$264K - $341K
|
14.8K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
34.7KNew |
$621K - $801K
|
34.7K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
11.2KNew |
$200K - $258K
|
11.2K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.6K+ 170.25% |
$368K - $475K
|
32.7K
$644K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-395- 3.16% |
$7.06K - $9.11K
|
12.1K
$238K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-834K- 92.12% |
$14.9M - $19.2M
|
71.3K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-377- 3.04% |
$6.74K - $8.7K
|
12K
$237K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.83K+ 21.18% |
$50.6K - $65.3K
|
16.2K
$319K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
693+ 3.44% |
$12.4K - $16K
|
20.9K
$411K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-19.6K- 47.61% |
$351K - $453K
|
21.6K
$426K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-5.92K- 34.56% |
$106K - $136K
|
11.2K
$221K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
102KNew |
$1.82M - $2.35M
|
102K
$2.01M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-3.78K- 5.11% |
$67.5K - $87.1K
|
70.1K
$1.38M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.58% |
$15.4 - $21.9
|
172
$3.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
860New |
$13.3K - $18.9K
|
860
$16.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20New |
$308 - $439
|
20
$394
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-7.09K- 28.51% |
$109K - $156K
|
17.8K
$350K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28KNew |
$432K - $615K
|
28K
$552K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.9KNew |
$107K - $138K
|
7.9K
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
265New |
$3.6K - $4.63K
|
265
$5.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.23K- 11.68% |
$43.9K - $56.4K
|
24.4K
$480K
|
|