Purchases and Sales Made in Q1 2025 in Ishares U S ETF Tr (IETC)
This table provides information about the institutional ownership of Ishares U S ETF Tr (IETC) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20+ 0.62% |
$1.5K - $1.8K
|
3.26K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.26% |
$749 - $900
|
3.89K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8New |
$600 - $720
|
8
$698
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4+ 0.08% |
$300 - $360
|
4.71K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.05% |
$150 - $180
|
4.43K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-15- 0.14% |
$1.12K - $1.35K
|
11K
$962K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-35- 0.42% |
$2.62K - $3.15K
|
8.32K
$727K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-50- 50.0% |
$3.75K - $4.5K
|
50
$4.37K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-67- 0.61% |
$5.02K - $6.03K
|
10.9K
$949K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-76Closed |
$5.7K - $6.84K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-303- 41.97% |
$22.7K - $27.3K
|
419
$36.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-373- 2.82% |
$28K - $33.6K
|
12.8K
$1.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-528- 4.9% |
$39.6K - $47.5K
|
10.2K
$894K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-612- 12.23% |
$45.9K - $55.1K
|
4.39K
$384K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-629- 4.2% |
$47.1K - $56.6K
|
14.4K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-955- 18.46% |
$71.6K - $85.9K
|
4.22K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.13K- 19.26% |
$310K - $372K
|
17.3K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.55K- 23.83% |
$416K - $499K
|
17.7K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.7K- 16.66% |
$874K - $1.05M
|
58.3K
$5.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-32.9K- 13.93% |
$2.46M - $2.96M
|
203K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-33K- 61.82% |
$2.47M - $2.97M
|
20.4K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-41.9K- 67.25% |
$3.14M - $3.77M
|
20.4K
$1.78M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-246K- 99.98% |
$18.4M - $22.1M
|
40
$3.49K
|