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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
50.3K+ 194.53% |
$742K - $997K
|
76.1K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4K+ 35.42% |
$213K - $287K
|
55.2K
$972K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
13.5K+ 58.67% |
$199K - $267K
|
36.5K
$642K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.85K+ 7.8% |
$116K - $156K
|
108K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.11K+ 8.29% |
$90.2K - $121K
|
79.8K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.64KNew |
$24.1K - $32.4K
|
1.64K
$28.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
266+ 0.14% |
$3.93K - $5.28K
|
185K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
200+ 1666.67% |
$2.95K - $3.97K
|
212
$3.73K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
59+ 0.44% |
$871 - $1.17K
|
13.4K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.32% |
$14.8 - $19.8
|
315
$5.54K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.48% |
$14.8 - $19.8
|
208
$3.66K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.62% |
$14.8 - $19.8
|
163
$2.87K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-116- 68.64% |
$1.71K - $2.3K
|
53
$933
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-166- 3.08% |
$2.45K - $3.29K
|
5.22K
$91.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-250- 13.69% |
$3.69K - $4.96K
|
1.58K
$27.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-355- 0.66% |
$5.24K - $7.04K
|
53.5K
$941K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.73K- 5.16% |
$25.5K - $34.2K
|
31.7K
$558K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.28K- 35.69% |
$33.6K - $45.1K
|
4.1K
$72.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.92K- 18.31% |
$72.6K - $97.5K
|
21.9K
$386K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.09K- 34.87% |
$134K - $180K
|
17K
$299K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-12.6K- 7.19% |
$187K - $251K
|
163K
$2.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-23.4K- 14.49% |
$346K - $465K
|
138K
$2.43M
|