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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.7K- 2.48% |
$86.5K - $104K
|
185K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-6.46K- 19.88% |
$119K - $144K
|
26.1K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.98K- 41.04% |
$147K - $177K
|
11.5K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 55.22% |
$228K - $275K
|
10.1K
$179K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-12.5K- 49.42% |
$231K - $279K
|
12.8K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.3K- 47.19% |
$281K - $339K
|
17.1K
$304K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-27.8K- 97.88% |
$511K - $616K
|
600
$10.7K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 41.29% |
$661K - $796K
|
51K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.8K- 26.88% |
$697K - $839K
|
103K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-85.7K- 66.99% |
$1.58M - $1.9M
|
42.2K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-238K- 20.45% |
$4.39M - $5.29M
|
927K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-374K- 98.08% |
$6.9M - $8.31M
|
7.34K
$131K
|