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 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 1.16% |
$61 - $68.2
|
87
$6.45K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7- 3.4% |
$427 - $478
|
199
$14.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 2.66% |
$488 - $546
|
293
$21.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-13- 30.95% |
$793 - $887
|
29
$2.15K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-63- 19.27% |
$3.84K - $4.3K
|
264
$19.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-85- 0.75% |
$5.19K - $5.8K
|
11.2K
$831K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-94- 7.45% |
$5.73K - $6.41K
|
1.17K
$86.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-96- 53.33% |
$5.86K - $6.55K
|
84
$6.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-110- 2.29% |
$6.71K - $7.5K
|
4.69K
$348K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-118- 2.75% |
$7.2K - $8.05K
|
4.18K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-121- 3.04% |
$7.38K - $8.25K
|
3.87K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-126- 29.17% |
$7.69K - $8.6K
|
306
$22.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-202- 3.19% |
$12.3K - $13.8K
|
6.13K
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-238- 10.08% |
$14.5K - $16.2K
|
2.12K
$157K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-240- 25.42% |
$14.6K - $16.4K
|
704
$52.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-255- 1.97% |
$15.6K - $17.4K
|
12.7K
$940K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-270- 1.01% |
$16.5K - $18.4K
|
26.4K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-274- 5.39% |
$16.7K - $18.7K
|
4.81K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-343- 15.3% |
$20.9K - $23.4K
|
1.9K
$141K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-344- 7.39% |
$21K - $23.5K
|
4.31K
$320K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-422- 5.82% |
$25.7K - $28.8K
|
6.83K
$507K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-474- 9.0% |
$28.9K - $32.3K
|
4.79K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-509- 5.04% |
$31K - $34.7K
|
9.6K
$712K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-510- 11.17% |
$31.1K - $34.8K
|
4.06K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-813- 2.98% |
$49.6K - $55.5K
|
26.5K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-951- 43.97% |
$58K - $64.9K
|
1.21K
$89.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.08K- 13.86% |
$65.6K - $73.4K
|
6.69K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.26K- 3.69% |
$76.8K - $85.9K
|
32.8K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.93K- 85.64% |
$118K - $132K
|
324
$24K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.97K- 6.63% |
$120K - $134K
|
27.7K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.06K- 1.72% |
$126K - $140K
|
118K
$8.74M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.08K- 13.41% |
$188K - $210K
|
19.9K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.28K- 11.61% |
$261K - $292K
|
32.6K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.52K- 11.47% |
$337K - $376K
|
42.6K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-15.6K- 17.17% |
$954K - $1.07M
|
75.4K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.2K- 13.61% |
$1.17M - $1.31M
|
122K
$9.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.6K- 31.61% |
$1.25M - $1.4M
|
44.5K
$3.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.9K- 13.62% |
$1.76M - $1.97M
|
183K
$13.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-166K- 5.29% |
$10.1M - $11.3M
|
2.98M
$221M
|