Purchases and Sales Made in Q2 2025 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.53K+ 21.5% |
$489K - $626K
|
36.9K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
4.91K+ 23.61% |
$368K - $471K
|
25.7K
$2.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.91KNew |
$218K - $280K
|
2.91K
$253K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
917New |
$68.7K - $88K
|
917
$79.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
800+ 21.05% |
$59.9K - $76.7K
|
4.6K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
771+ 1.11% |
$57.7K - $74K
|
70K
$6.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
637+ 910.0% |
$47.7K - $61.1K
|
707
$61.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
575+ 3.61% |
$43.1K - $55.2K
|
16.5K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
405+ 4.07% |
$30.3K - $38.8K
|
10.4K
$901K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
300New |
$22.5K - $28.8K
|
300
$26.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
278New |
$20.8K - $26.7K
|
278
$24.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
155+ 24.68% |
$11.6K - $14.9K
|
783
$68.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
153New |
$11.5K - $14.7K
|
153
$13.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
150New |
$11.2K - $14.4K
|
150
$13K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
145New |
$10.9K - $13.9K
|
145
$12.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
125New |
$9.36K - $12K
|
125
$10.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
117+ 1.81% |
$8.76K - $11.2K
|
6.59K
$573K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
76+ 68.47% |
$5.69K - $7.29K
|
187
$16.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
60+ 24.39% |
$4.49K - $5.76K
|
306
$26.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
50New |
$3.74K - $4.8K
|
50
$4.35K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
46+ 0.56% |
$3.44K - $4.41K
|
8.29K
$721K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
46New |
$3.44K - $4.41K
|
46
$4K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.25% |
$824 - $1.06K
|
4.33K
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.53% |
$449 - $576
|
1.14K
$99.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
6New |
$449 - $576
|
6
$522
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.66% |
$225 - $288
|
457
$39.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$74.9 - $95.9
|
1
$87
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$74.9 - $95.9
|
1
$87
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.57% |
$74.9 - $95.9
|
176
$15.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.65% |
$74.9 - $95.9
|
155
$13.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 1.57% |
$150 - $192
|
125
$10.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-4Closed |
$299 - $384
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9- 0.33% |
$674 - $863
|
2.74K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-73- 26.74% |
$5.47K - $7K
|
200
$17.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 12.12% |
$7.49K - $9.59K
|
725
$63.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-104- 1.4% |
$7.79K - $9.98K
|
7.33K
$638K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-115- 0.93% |
$8.61K - $11K
|
12.2K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-225- 4.88% |
$16.8K - $21.6K
|
4.38K
$381K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-276- 67.48% |
$20.7K - $26.5K
|
133
$11.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-291- 3.1% |
$21.8K - $27.9K
|
9.09K
$791K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-458- 54.65% |
$34.3K - $43.9K
|
380
$33.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 24.39% |
$37.4K - $48K
|
1.55K
$135K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-501- 2.35% |
$37.5K - $48.1K
|
20.9K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-555- 9.22% |
$41.6K - $53.2K
|
5.47K
$475K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-625- 3.79% |
$46.8K - $60K
|
15.9K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-700- 43.37% |
$52.4K - $67.1K
|
914
$79.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-920- 29.53% |
$68.9K - $88.2K
|
2.2K
$191K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.26% |
$86.1K - $110K
|
20.7K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.52K- 86.59% |
$114K - $146K
|
235
$20.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.56K- 36.88% |
$117K - $150K
|
2.68K
$233K
|