Purchases and Sales Made in Q1 2025 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) 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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64.6K+ 384.06% |
$1.19M - $1.43M
|
81.5K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
49.8K+ 99.16% |
$917K - $1.11M
|
100K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8KNew |
$751K - $905K
|
40.8K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.4K+ 14.83% |
$745K - $898K
|
313K
$5.58M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.1KNew |
$500K - $602K
|
27.1K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$495K - $596K
|
26.9K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.8KNew |
$476K - $574K
|
25.8K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
23KNew |
$423K - $510K
|
23K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 23.69% |
$390K - $469K
|
110K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.4KNew |
$376K - $453K
|
20.4K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18.5K+ 105.18% |
$341K - $410K
|
36.1K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.4KNew |
$265K - $320K
|
14.4K
$257K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.7K+ 129.41% |
$253K - $305K
|
24.3K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.4K+ 6.2% |
$248K - $298K
|
230K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
12.5K+ 59.91% |
$231K - $278K
|
33.4K
$596K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 6.94% |
$221K - $266K
|
185K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.4KNew |
$191K - $231K
|
10.4K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.64KNew |
$141K - $169K
|
7.64K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.5K+ 6.51% |
$82.9K - $99.9K
|
73.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.76K+ 15.71% |
$69.3K - $83.6K
|
27.7K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.15K+ 5519.3% |
$57.9K - $69.8K
|
3.2K
$57K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.81K+ 13.14% |
$33.3K - $40.2K
|
15.6K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
868+ 6.95% |
$16K - $19.3K
|
13.4K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
800New |
$14.7K - $17.8K
|
800
$14.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
703New |
$12.9K - $15.6K
|
703
$12.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
468New |
$8.62K - $10.4K
|
468
$8.34K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$1.84K - $2.22K
|
100
$1.78K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
48+ 0.47% |
$884 - $1.07K
|
10.3K
$184K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
28+ 0.36% |
$516 - $622
|
7.79K
$139K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23New |
$424 - $511
|
23
$410
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
12New |
$221 - $266
|
12
$214
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.28% |
$55.3 - $66.6
|
1.09K
$19.3K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.64% |
$36.8 - $44.4
|
314
$5.59K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.49% |
$18.4 - $22.2
|
207
$3.69K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$18.4 - $22.2
|
162
$2.89K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1- 0.05% |
$18.4 - $22.2
|
1.84K
$32.8K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 50.0% |
$36.8 - $44.4
|
2
$35.6
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5- 2.87% |
$92.1 - $111
|
169
$3.01K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-170- 0.65% |
$3.13K - $3.77K
|
26K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-282- 66.51% |
$5.19K - $6.26K
|
142
$2.53K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-565- 1.04% |
$10.4K - $12.5K
|
53.8K
$959K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.49K- 0.84% |
$27.5K - $33.2K
|
176K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.52K- 14.68% |
$28K - $33.7K
|
8.83K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.87K- 61.93% |
$34.5K - $41.5K
|
1.15K
$20.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.88K- 25.84% |
$34.5K - $41.6K
|
5.38K
$95.9K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.03K- 16.05% |
$37.4K - $45K
|
10.6K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.41K- 19.28% |
$62.9K - $75.8K
|
14.3K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.32K- 9.17% |
$79.6K - $95.9K
|
42.8K
$762K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-4.51K- 4.3% |
$83.1K - $100K
|
101K
$1.79M
|