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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53K+ 12.57% |
$114K - $126K
|
22.7K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.33K+ 17.19% |
$105K - $116K
|
15.9K
$706K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.96K+ 6.0% |
$88.7K - $98K
|
34.6K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.86K+ 6.94% |
$84K - $92.8K
|
28.6K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.7K+ 10.37% |
$76.9K - $84.9K
|
18.1K
$805K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.67K+ 23.63% |
$75.3K - $83.2K
|
8.71K
$387K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.55K+ 26.08% |
$70.2K - $77.5K
|
7.5K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.34K+ 2.52% |
$60.8K - $67.1K
|
54.8K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.3K+ 138.47% |
$58.9K - $65.1K
|
2.24K
$99.8K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 0.81% |
$57.8K - $63.8K
|
159K
$7.08M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.16KNew |
$52.6K - $58.1K
|
1.16K
$51.7K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.13K+ 6.06% |
$51.2K - $56.5K
|
19.8K
$880K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 2.15% |
$48.8K - $53.9K
|
51.4K
$2.28M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 173.91% |
$45.2K - $50K
|
1.58K
$70K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
990+ 171.58% |
$44.8K - $49.5K
|
1.57K
$69.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
974+ 2.48% |
$44.1K - $48.7K
|
40.2K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
956+ 16.38% |
$43.2K - $47.8K
|
6.79K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
861+ 10.78% |
$38.9K - $43K
|
8.85K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
816+ 632.56% |
$36.9K - $40.8K
|
945
$42K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
794+ 66.84% |
$35.9K - $39.7K
|
1.98K
$88.1K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
764New |
$34.6K - $38.2K
|
764
$34K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
717+ 9.28% |
$32.4K - $35.8K
|
8.44K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
702+ 2.63% |
$31.8K - $35.1K
|
27.4K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
650New |
$29.4K - $32.5K
|
650
$28.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
576+ 2.62% |
$26.1K - $28.8K
|
22.5K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
547New |
$24.7K - $27.3K
|
547
$24.3K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
533New |
$24.1K - $26.6K
|
533
$23.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
532New |
$24.1K - $26.6K
|
532
$23.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
510New |
$23.1K - $25.5K
|
510
$22.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
500New |
$22.6K - $25K
|
500
$22.2K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
467New |
$21.1K - $23.3K
|
467
$20.8K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
442New |
$20K - $22.1K
|
442
$19.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$19.2K - $21.2K
|
425
$18.9K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
410+ 6.96% |
$18.5K - $20.5K
|
6.3K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
395+ 5.63% |
$17.9K - $19.7K
|
7.41K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
369+ 4.57% |
$16.7K - $18.4K
|
8.44K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
360New |
$16.3K - $18K
|
360
$16K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
259New |
$11.7K - $12.9K
|
259
$11.5K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
258+ 0.69% |
$11.7K - $12.9K
|
37.8K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
242+ 0.67% |
$10.9K - $12.1K
|
36.6K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
241+ 0.99% |
$10.9K - $12K
|
24.7K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
210New |
$9.5K - $10.5K
|
210
$9.34K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
164+ 0.37% |
$7.42K - $8.19K
|
43.9K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
153+ 1.49% |
$6.92K - $7.64K
|
10.4K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131+ 6.04% |
$5.93K - $6.54K
|
2.3K
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
125+ 2.73% |
$5.65K - $6.24K
|
4.7K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
111+ 0.68% |
$5.02K - $5.54K
|
16.4K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97+ 4.0% |
$4.39K - $4.85K
|
2.52K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39+ 0.67% |
$1.76K - $1.95K
|
5.87K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 0.59% |
$1.09K - $1.2K
|
4.11K
$183K
|