Purchases and Sales Made in Q3 2025 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2.92KNew |
$192K - $212K
|
2.92K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
773+ 2665.52% |
$50.8K - $56.1K
|
802
$59.5K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
736+ 11.04% |
$48.4K - $53.4K
|
7.4K
$549K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
527New |
$34.6K - $38.2K
|
527
$39.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
313+ 4.39% |
$20.6K - $22.7K
|
7.44K
$552K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
230+ 3.2% |
$15.1K - $16.7K
|
7.42K
$550K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
75+ 28.41% |
$4.93K - $5.44K
|
339
$25.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.49% |
$131 - $145
|
414
$30.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 3.07% |
$592 - $653
|
284
$21.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-84- 1.23% |
$5.52K - $6.1K
|
6.75K
$500K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-245- 1.56% |
$16.1K - $17.8K
|
15.5K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-633- 5.65% |
$41.6K - $45.9K
|
10.6K
$784K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-896- 4.0% |
$58.9K - $65K
|
21.5K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.2K- 29.59% |
$78.9K - $87.1K
|
2.86K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 10.54% |
$226K - $249K
|
29.1K
$2.16M
|