Purchases and Sales Made in Q1 2025 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2New |
$172 - $198
|
2
$174
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 3.57% |
$172 - $198
|
58
$5.03K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.57% |
$86 - $99.1
|
175
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.01% |
$86 - $99.1
|
13.3K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.65% |
$86 - $99.1
|
154
$13.4K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$86 - $99.1
|
753
$65.3K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22- 0.98% |
$1.89K - $2.18K
|
2.22K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-35- 0.11% |
$3.01K - $3.47K
|
33.3K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-43- 2.15% |
$3.7K - $4.26K
|
1.96K
$170K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-46- 1.05% |
$3.96K - $4.56K
|
4.32K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-47- 35.34% |
$4.04K - $4.66K
|
86
$7.46K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52- 1.75% |
$4.47K - $5.15K
|
2.93K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-73- 0.73% |
$6.28K - $7.24K
|
9.95K
$864K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-77- 6.86% |
$6.62K - $7.63K
|
1.05K
$90.8K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-82- 1.09% |
$7.05K - $8.13K
|
7.44K
$645K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-100- 2.12% |
$8.6K - $9.91K
|
4.61K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-104- 1.7% |
$8.95K - $10.3K
|
6.02K
$522K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-123- 53.95% |
$10.6K - $12.2K
|
105
$9.11K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-140- 2.12% |
$12K - $13.9K
|
6.47K
$562K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-140- 2.12% |
$12K - $13.9K
|
6.47K
$562K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-151- 3.59% |
$13K - $15K
|
4.06K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-156- 3.55% |
$13.4K - $15.5K
|
4.24K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-227- 2.36% |
$19.5K - $22.5K
|
9.39K
$814K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-242- 0.3% |
$20.8K - $24K
|
81.5K
$7.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-244- 1.51% |
$21K - $24.2K
|
15.9K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 1.13% |
$21.5K - $24.8K
|
21.8K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-272- 49.91% |
$23.4K - $27K
|
273
$23.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-300- 14.62% |
$25.8K - $29.7K
|
1.75K
$152K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-360- 1.66% |
$31K - $35.7K
|
21.4K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-371- 1.26% |
$31.9K - $36.8K
|
29K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 2.23% |
$43K - $49.6K
|
21.9K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-744- 19.28% |
$64K - $73.8K
|
3.12K
$270K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-746- 7.27% |
$64.2K - $74K
|
9.51K
$826K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 7.4% |
$89.9K - $104K
|
13.1K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.06K- 27.8% |
$91.1K - $105K
|
2.75K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.15K- 76.51% |
$98.9K - $114K
|
353
$30.6K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.18K- 3.92% |
$101K - $117K
|
28.8K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.25K- 36.33% |
$108K - $124K
|
2.19K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.6K- 26.96% |
$138K - $159K
|
4.34K
$377K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.87K- 88.4% |
$161K - $186K
|
246
$21.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.12K- 41.08% |
$182K - $210K
|
3.04K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.32K- 4.07% |
$200K - $230K
|
54.8K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 27.17% |
$207K - $238K
|
6.45K
$559K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.51K- 27.44% |
$216K - $249K
|
6.64K
$576K
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-2.56K- 30.68% |
$220K - $254K
|
5.79K
$502K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.6K- 38.75% |
$224K - $258K
|
4.11K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.78K- 13.15% |
$239K - $275K
|
18.4K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.09K- 37.28% |
$266K - $307K
|
5.21K
$452K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.4K- 64.76% |
$293K - $337K
|
1.85K
$161K
|