Purchases and Sales Made in Q2 2025 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
22.4KNew |
$1.37M - $1.53M
|
22.4K
$1.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
9.19KNew |
$561K - $627K
|
9.19K
$614K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.12KNew |
$435K - $486K
|
7.12K
$476K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.97KNew |
$242K - $271K
|
3.97K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.1KNew |
$189K - $211K
|
3.1K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.57KNew |
$157K - $176K
|
2.57K
$172K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.3K+ 24.13% |
$79.1K - $88.4K
|
6.67K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
472+ 7.03% |
$28.8K - $32.2K
|
7.19K
$480K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
412New |
$25.1K - $28.1K
|
412
$27.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
325+ 2.11% |
$19.8K - $22.2K
|
15.7K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
252+ 2.85% |
$15.4K - $17.2K
|
9.1K
$608K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
238+ 2.84% |
$14.5K - $16.2K
|
8.63K
$576K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
201+ 4.28% |
$12.3K - $13.7K
|
4.9K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
132+ 0.42% |
$8.05K - $9.01K
|
31.3K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
129+ 5.74% |
$7.87K - $8.8K
|
2.38K
$159K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
108+ 7.55% |
$6.59K - $7.37K
|
1.54K
$103K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
63+ 67.74% |
$3.84K - $4.3K
|
156
$10.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 13.93% |
$3.72K - $4.16K
|
499
$33.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.47% |
$2.01K - $2.25K
|
7.06K
$472K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
33+ 0.16% |
$2.01K - $2.25K
|
20.2K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
24New |
$1.46K - $1.64K
|
24
$1.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.2% |
$427 - $478
|
3.48K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.5% |
$427 - $478
|
1.4K
$93.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.7% |
$183 - $205
|
430
$28.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.95% |
$61 - $68.2
|
106
$7.08K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.38% |
$61 - $68.2
|
262
$17.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-13- 30.95% |
$793 - $887
|
29
$1.94K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-63- 19.27% |
$3.84K - $4.3K
|
264
$17.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-85- 0.75% |
$5.19K - $5.8K
|
11.2K
$748K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-94- 7.45% |
$5.73K - $6.41K
|
1.17K
$77.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-126- 29.17% |
$7.69K - $8.6K
|
306
$20.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-240- 25.42% |
$14.6K - $16.4K
|
704
$47K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-255- 1.97% |
$15.6K - $17.4K
|
12.7K
$846K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-270- 1.01% |
$16.5K - $18.4K
|
26.4K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-422- 5.82% |
$25.7K - $28.8K
|
6.83K
$456K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-510- 11.17% |
$31.1K - $34.8K
|
4.06K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.08K- 13.86% |
$65.6K - $73.4K
|
6.69K
$446K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.28K- 11.61% |
$261K - $292K
|
32.6K
$2.17M
|