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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.7K+ 32.12% |
$2.05M - $2.3M
|
138K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
22.4KNew |
$1.37M - $1.53M
|
22.4K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 491.89% |
$1.2M - $1.34M
|
23.7K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 71.08% |
$971K - $1.09M
|
38.3K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.2K+ 13.93% |
$866K - $969K
|
116K
$8.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
9.19KNew |
$561K - $627K
|
9.19K
$682K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.12KNew |
$435K - $486K
|
7.12K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.74K+ 12.93% |
$289K - $323K
|
41.4K
$3.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.97KNew |
$242K - $271K
|
3.97K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.73K+ 25.91% |
$227K - $254K
|
18.1K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.7KNew |
$226K - $253K
|
3.7K
$275K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.1KNew |
$189K - $211K
|
3.1K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.57KNew |
$157K - $176K
|
2.57K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.96K+ 3.17% |
$119K - $133K
|
63.6K
$4.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.7K+ 4.73% |
$104K - $116K
|
37.6K
$2.79M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.7K+ 4.73% |
$104K - $116K
|
37.6K
$2.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.51K+ 12.85% |
$91.8K - $103K
|
13.2K
$981K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.33K+ 40.4% |
$81K - $90.6K
|
4.62K
$342K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.31K+ 15.27% |
$80K - $89.4K
|
9.89K
$734K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.3K+ 24.13% |
$79.1K - $88.4K
|
6.67K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
689+ 5.15% |
$42K - $47K
|
14.1K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
472+ 7.03% |
$28.8K - $32.2K
|
7.19K
$533K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
412New |
$25.1K - $28.1K
|
412
$30.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
325+ 2.11% |
$19.8K - $22.2K
|
15.7K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
318+ 3.85% |
$19.4K - $21.7K
|
8.58K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
315New |
$19.2K - $21.5K
|
315
$23.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
303New |
$18.5K - $20.7K
|
303
$22.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
252+ 2.85% |
$15.4K - $17.2K
|
9.1K
$675K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
238+ 2.84% |
$14.5K - $16.2K
|
8.63K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
201+ 4.28% |
$12.3K - $13.7K
|
4.9K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 4.79% |
$12.2K - $13.6K
|
4.38K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
132+ 0.42% |
$8.05K - $9.01K
|
31.3K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
129+ 5.74% |
$7.87K - $8.8K
|
2.38K
$176K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
108+ 7.55% |
$6.59K - $7.37K
|
1.54K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$6.1K - $6.82K
|
100
$7.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
100+ 0.5% |
$6.1K - $6.82K
|
20K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
93+ 41.33% |
$5.67K - $6.34K
|
318
$23.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
84New |
$5.12K - $5.73K
|
84
$6.23K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
63+ 67.74% |
$3.84K - $4.3K
|
156
$11.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 13.93% |
$3.72K - $4.16K
|
499
$37K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
33+ 0.16% |
$2.01K - $2.25K
|
20.2K
$1.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33+ 0.47% |
$2.01K - $2.25K
|
7.06K
$524K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
24New |
$1.46K - $1.64K
|
24
$1.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
10+ 0.29% |
$610 - $682
|
3.44K
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.5% |
$427 - $478
|
1.4K
$104K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.2% |
$427 - $478
|
3.48K
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.7% |
$183 - $205
|
430
$31.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.38% |
$61 - $68.2
|
262
$19.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.95% |
$61 - $68.2
|
106
$7.86K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.16% |
$61 - $68.2
|
87
$6.45K
|