Latest Institutional Sells of Ishares Tr (IEZ)
This list provides information on the latest institutional transactions involving Ishares Tr (IEZ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10.2K- 52.18% |
$202K - $241K
|
9.32K
$193K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-250- 4.64% |
$4.96K - $5.91K
|
5.14K
$106K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-220- 2.41% |
$4.37K - $5.2K
|
8.92K
$185K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-28.2K- 12.01% |
$575K - $684K
|
207K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.3K- 8.25% |
$517K - $615K
|
282K
$5.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.48K- 14.29% |
$71K - $84.5K
|
20.9K
$432K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.71K- 11.88% |
$55.3K - $65.8K
|
20.1K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-245- 2.5% |
$5K - $5.95K
|
9.54K
$197K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-166- 0.22% |
$3.38K - $4.03K
|
74.8K
$1.55M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-236- 98.33% |
$4.06K - $4.84K
|
4
$82.8
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-834K- 92.12% |
$14.9M - $19.2M
|
71.3K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-19.6K- 47.61% |
$351K - $453K
|
21.6K
$448K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-5.92K- 34.56% |
$106K - $136K
|
11.2K
$232K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-3.78K- 5.11% |
$67.5K - $87.1K
|
70.1K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-395- 3.16% |
$7.06K - $9.11K
|
12.1K
$250K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-377- 3.04% |
$6.74K - $8.7K
|
12K
$249K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-7.09K- 28.51% |
$109K - $156K
|
17.8K
$368K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-47.5K- 29.54% |
$647K - $832K
|
113K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.23K- 11.68% |
$43.9K - $56.4K
|
24.4K
$505K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45.4KClosed |
$691K - $977K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-464- 90.27% |
$7.07K - $9.99K
|
50
$1.04K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-245- 62.98% |
$3.73K - $5.28K
|
144
$2.98K
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-150Closed |
$2.29K - $3.23K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-35.5KClosed |
$487K - $710K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.08KClosed |
$14.8K - $21.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-725Closed |
$9.94K - $14.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 66.67% |
$2.74K - $4K
|
100
$2.07K
|
|
| Q4 2021 | |||||||
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-50KClosed |
$612K - $775K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.45KClosed |
$42.2K - $53.4K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-3.09KClosed |
$37.8K - $47.8K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-300Closed |
$3.67K - $4.65K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-255Closed |
$3.12K - $3.95K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-247Closed |
$3.02K - $3.83K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-105- 15.2% |
$1.29K - $1.63K
|
586
$12.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-32- 53.33% |
$392 - $496
|
28
$580
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.7K- 45.67% |
$149K - $202K
|
15.1K
$312K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.31KClosed |
$97.9K - $133K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.5KClosed |
$17.7K - $23.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-789Closed |
$9.29K - $12.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-600Closed |
$7.06K - $9.56K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$1.18K - $1.59K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-87.9KClosed |
$1.08M - $1.5M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
SELL
|
- |
-65.5KClosed |
$801K - $1.12M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-45.5KClosed |
$556K - $777K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-35.4KClosed |
$432K - $604K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-24.7KClosed |
$302K - $422K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.4KClosed |
$163K - $228K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.1KClosed |
$147K - $206K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.3KClosed |
$138K - $193K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$128K - $179K
|
0
$0
|
|