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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.66% |
$225 - $288
|
457
$39.7K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.57% |
$74.9 - $95.9
|
176
$15.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$74.9 - $95.9
|
1
$86.8
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$74.9 - $95.9
|
1
$86.8
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.65% |
$74.9 - $95.9
|
155
$13.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 2.08% |
$74.9 - $95.9
|
49
$4.25K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 1.57% |
$150 - $192
|
125
$10.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2- 3.45% |
$150 - $192
|
56
$4.86K
|
|
|
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 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44- 1.01% |
$3.29K - $4.22K
|
4.3K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58- 7.7% |
$4.34K - $5.56K
|
695
$60.3K
|
|
|
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
$62.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-102- 1.07% |
$7.64K - $9.78K
|
9.41K
$817K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-104- 1.4% |
$7.79K - $9.98K
|
7.33K
$636K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-115- 0.93% |
$8.61K - $11K
|
12.2K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-200- 0.92% |
$15K - $19.2K
|
21.5K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-225- 4.88% |
$16.8K - $21.6K
|
4.38K
$380K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-276- 67.48% |
$20.7K - $26.5K
|
133
$11.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-291- 3.1% |
$21.8K - $27.9K
|
9.09K
$789K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-365- 61.66% |
$27.3K - $35K
|
227
$19.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400- 3.01% |
$29.9K - $38.4K
|
12.9K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-406- 26.33% |
$30.4K - $38.9K
|
1.14K
$98.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-458- 54.65% |
$34.3K - $43.9K
|
380
$33K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 24.39% |
$37.4K - $48K
|
1.55K
$134K
|
|
|
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
$474K
|
|
|
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
$79.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-897- 10.71% |
$67.2K - $86K
|
7.48K
$649K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-920- 29.53% |
$68.9K - $88.2K
|
2.2K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-998- 38.46% |
$74.7K - $95.7K
|
1.6K
$139K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.26% |
$86.1K - $110K
|
20.7K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.19K- 2.43% |
$89.4K - $115K
|
47.9K
$4.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 6.26% |
$92.7K - $119K
|
18.5K
$1.61M
|
|
|
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
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.61K- 23.66% |
$120K - $154K
|
5.19K
$450K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.64K- 88.66% |
$123K - $158K
|
210
$18.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.65K- 3.02% |
$124K - $159K
|
53.1K
$4.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.69K- 5.86% |
$126K - $162K
|
27.1K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 29.84% |
$135K - $173K
|
4.23K
$367K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.91K- 20.93% |
$143K - $183K
|
7.21K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.53K- 6.12% |
$264K - $339K
|
54.2K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.65K- 3.18% |
$348K - $446K
|
141K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.68K- 18.97% |
$350K - $449K
|
20K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.85K- 11.15% |
$363K - $465K
|
38.6K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-4.94K- 37.79% |
$370K - $474K
|
8.14K
$706K
|