Purchases and Sales Made in Q2 2025 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) 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 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
65.6K+ 155.4% |
$969K - $1.3M
|
108K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.1K+ 243.09% |
$933K - $1.25M
|
89.1K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
50.3K+ 194.53% |
$742K - $997K
|
76.1K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.9K+ 281.87% |
$648K - $871K
|
59.5K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
32K+ 221.85% |
$472K - $634K
|
46.4K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.9K+ 10.22% |
$279K - $375K
|
204K
$3.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4K+ 35.42% |
$213K - $287K
|
55.2K
$986K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
13.5K+ 58.67% |
$199K - $267K
|
36.5K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.3K+ 41.67% |
$167K - $224K
|
38.4K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 25.71% |
$162K - $218K
|
53.8K
$960K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.85K+ 7.8% |
$116K - $156K
|
108K
$1.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.11K+ 8.29% |
$90.2K - $121K
|
79.8K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.64KNew |
$24.1K - $32.4K
|
1.64K
$29.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.48K+ 19.37% |
$21.8K - $29.3K
|
9.11K
$163K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09K+ 18.42% |
$16.1K - $21.6K
|
7.01K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
640+ 3.75% |
$9.45K - $12.7K
|
17.7K
$316K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
633+ 0.57% |
$9.35K - $12.6K
|
111K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
266+ 0.14% |
$3.93K - $5.28K
|
185K
$3.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
200+ 1666.67% |
$2.95K - $3.97K
|
212
$3.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
60+ 0.58% |
$886 - $1.19K
|
10.4K
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
59+ 0.44% |
$871 - $1.17K
|
13.4K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.28% |
$44.3 - $59.5
|
1.09K
$19.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.0% |
$14.8 - $19.8
|
101
$1.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$14.8 - $19.8
|
163
$2.91K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$14.8 - $19.8
|
315
$5.63K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.48% |
$14.8 - $19.8
|
208
$3.71K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 0.36% |
$414 - $556
|
7.76K
$139K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-116- 68.64% |
$1.71K - $2.3K
|
53
$947
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-166- 3.08% |
$2.45K - $3.29K
|
5.22K
$93.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-250- 13.69% |
$3.69K - $4.96K
|
1.58K
$28.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-355- 0.66% |
$5.24K - $7.04K
|
53.5K
$955K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-550- 63.22% |
$8.12K - $10.9K
|
320
$5.72K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 70.9% |
$15.9K - $21.4K
|
442
$7.89K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42K- 19.34% |
$21K - $28.2K
|
5.92K
$106K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.73K- 5.16% |
$25.5K - $34.2K
|
31.7K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.28K- 35.69% |
$33.6K - $45.1K
|
4.1K
$73.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.94K- 24.97% |
$43.4K - $58.3K
|
8.84K
$158K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.92K- 18.31% |
$72.6K - $97.5K
|
21.9K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.58K- 20.12% |
$82.4K - $111K
|
22.1K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.52K- 18.08% |
$96.3K - $129K
|
29.5K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.79K- 36.09% |
$130K - $174K
|
15.6K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.09K- 34.87% |
$134K - $180K
|
17K
$303K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-12.6K- 7.19% |
$187K - $251K
|
163K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-21.4K- 21.42% |
$316K - $425K
|
78.6K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-23.4K- 14.49% |
$346K - $465K
|
138K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.3K- 50.8% |
$772K - $1.04M
|
50.6K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-202K- 87.89% |
$2.99M - $4.01M
|
27.9K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-235K- 74.93% |
$3.47M - $4.65M
|
78.5K
$1.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-276K- 29.82% |
$4.08M - $5.48M
|
650K
$11.6M
|