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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-1.59KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-651Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Rockland Trust CO
|
SELL
|
- |
-194KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-360Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-248Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.6KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-402Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-10.9KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.42MClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Hudock, Inc.
|
SELL
|
- |
-320Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-140KClosed |
N/A
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-201Closed |
N/A
|
0
$0
|
|
|
Jan 07, 2019
Q4 2018
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.9KClosed |
N/A
|
0
$0
|
|
|
Jan 07, 2019
Q4 2018
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-268Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-29.9KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-106Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
143KNew |
N/A
|
143K
$2.81M
|
|
|
Nov 13, 2018
Q3 2018
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-66.7KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-44Closed |
N/A
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-111Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
40.3KNew |
N/A
|
40.3K
$793K
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-87.1KClosed |
N/A
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-650Closed |
N/A
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-5.94KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-336Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 15, 2018
Q4 2017
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
30KNew |
N/A
|
30K
$591K
|
|
|
Feb 14, 2018
Q4 2017
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-38.9KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Wp Advisors, LLC
|
SELL
|
- |
-67.2KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2018
Q4 2017
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jan 11, 2018
Q4 2017
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Jan 03, 2018
Q4 2017
|
Washington Trust Bank
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$19.7
|
|
|
Nov 02, 2017
Q3 2017
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-150Closed |
N/A
|
0
$0
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
140New |
N/A
|
140
$2.76K
|
|