Purchases and Sales Made in Q1 2025 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
113KNew |
$5.1M - $5.63M
|
113K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
104K+ 35.55% |
$4.72M - $5.22M
|
398K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.9K+ 116.34% |
$2.71M - $2.99M
|
111K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.2K+ 31.33% |
$2.09M - $2.31M
|
194K
$8.61M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
33.4K+ 2.3% |
$1.51M - $1.67M
|
1.49M
$66.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.3K+ 64.71% |
$1.24M - $1.36M
|
69.5K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.7K+ 57.33% |
$1.16M - $1.28M
|
70.5K
$3.14M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23.6KNew |
$1.07M - $1.18M
|
23.6K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.6KNew |
$975K - $1.08M
|
21.6K
$959K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.9K+ 163.22% |
$855K - $944K
|
30.5K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 4.93% |
$780K - $862K
|
367K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.1K+ 154.54% |
$772K - $852K
|
28.1K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 61.59% |
$713K - $788K
|
41.4K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 8.27% |
$641K - $708K
|
186K
$8.25M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 49.45% |
$570K - $630K
|
38.1K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11.7KNew |
$529K - $584K
|
11.7K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.5KNew |
$521K - $575K
|
11.5K
$512K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.4KNew |
$468K - $517K
|
10.4K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.27KNew |
$419K - $463K
|
9.27K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.66K+ 11.39% |
$392K - $433K
|
84.7K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.41K+ 16.85% |
$380K - $420K
|
58.3K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.32KNew |
$376K - $416K
|
8.32K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
8.17K+ 48.58% |
$369K - $408K
|
25K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.09KNew |
$320K - $354K
|
7.09K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.16KNew |
$279K - $308K
|
6.16K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.01K+ 0.29% |
$272K - $300K
|
2.11M
$94M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
5.97KNew |
$270K - $298K
|
5.97K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.85KNew |
$265K - $292K
|
5.85K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.73K+ 2.39% |
$259K - $286K
|
246K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.57K+ 141.42% |
$252K - $278K
|
9.51K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.31KNew |
$240K - $265K
|
5.31K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.95KNew |
$224K - $247K
|
4.95K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.89KNew |
$221K - $244K
|
4.89K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.87K+ 0.46% |
$220K - $243K
|
1.06M
$46.9M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.82K+ 9.7% |
$218K - $241K
|
54.6K
$2.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
4.79KNew |
$217K - $239K
|
4.79K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.63K+ 20.61% |
$209K - $231K
|
27.1K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.44K+ 12.8% |
$201K - $222K
|
39.1K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.43KNew |
$200K - $221K
|
4.43K
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.41K+ 11.75% |
$199K - $220K
|
41.9K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.4KNew |
$199K - $220K
|
4.4K
$196K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.32KNew |
$196K - $216K
|
4.32K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.32KNew |
$195K - $216K
|
4.32K
$192K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.25KNew |
$192K - $212K
|
4.25K
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.19KNew |
$190K - $209K
|
4.19K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$189K - $209K
|
4.18K
$186K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.18KNew |
$189K - $209K
|
4.18K
$186K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4.12KNew |
$186K - $206K
|
4.12K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.69K+ 12.58% |
$167K - $184K
|
33K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.71K+ 103.56% |
$122K - $135K
|
5.32K
$237K
|