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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 0.4% |
$905 - $999
|
5.04K
$224K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20+ 3.62% |
$905 - $999
|
573
$25.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 0.14% |
$859 - $949
|
13.7K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 0.85% |
$633 - $699
|
1.65K
$73.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12+ 0.71% |
$543 - $599
|
1.71K
$76K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.69% |
$452 - $500
|
1.47K
$65.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$317 - $350
|
7.65K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
6+ 0.08% |
$271 - $300
|
7.11K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.6% |
$226 - $250
|
840
$37.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.56% |
$136 - $150
|
540
$24K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$45.2 - $50
|
10.7K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 1.15% |
$45.2 - $50
|
88
$3.91K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.81% |
$45.2 - $50
|
124
$5.51K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$45.2 - $50
|
8.09K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.51% |
$45.2 - $50
|
198
$8.81K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.12% |
$45.2 - $50
|
829
$36.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-7- 0.08% |
$317 - $350
|
9.12K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-7- 0.03% |
$317 - $350
|
20.1K
$894K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9- 0.12% |
$407 - $450
|
7.77K
$346K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-11- 0.22% |
$498 - $549
|
4.99K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 68.75% |
$498 - $549
|
5
$222
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-25- 0.1% |
$1.13K - $1.25K
|
24.7K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28- 0.57% |
$1.27K - $1.4K
|
4.89K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-37- 25.52% |
$1.67K - $1.85K
|
108
$4.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-46- 0.83% |
$2.08K - $2.3K
|
5.48K
$244K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 11.79% |
$2.17K - $2.4K
|
359
$16K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-64- 0.55% |
$2.89K - $3.2K
|
11.7K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-82- 1.41% |
$3.71K - $4.1K
|
5.75K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-84- 0.75% |
$3.8K - $4.2K
|
11.1K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.28% |
$3.98K - $4.4K
|
31.4K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-97- 7.34% |
$4.39K - $4.85K
|
1.23K
$54.5K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-105- 32.61% |
$4.75K - $5.24K
|
217
$9.65K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-107- 84.25% |
$4.84K - $5.34K
|
20
$889
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-125- 11.09% |
$5.65K - $6.24K
|
1K
$44.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-127- 1.89% |
$5.74K - $6.34K
|
6.58K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-148- 1.99% |
$6.69K - $7.39K
|
7.3K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-177- 54.13% |
$8.01K - $8.84K
|
150
$6.67K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-186- 1.58% |
$8.41K - $9.29K
|
11.6K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-201- 28.39% |
$9.09K - $10K
|
507
$22.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-204- 5.29% |
$9.23K - $10.2K
|
3.65K
$162K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-220- 0.46% |
$9.95K - $11K
|
48.1K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-236- 5.1% |
$10.7K - $11.8K
|
4.4K
$195K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-238- 71.04% |
$10.8K - $11.9K
|
97
$4.31K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-285- 1.34% |
$12.9K - $14.2K
|
20.9K
$932K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-309- 6.72% |
$14K - $15.4K
|
4.29K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-313- 0.89% |
$14.2K - $15.6K
|
34.9K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-329- 2.3% |
$14.9K - $16.4K
|
14K
$621K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-329- 6.57% |
$14.9K - $16.4K
|
4.68K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-332- 4.3% |
$15K - $16.6K
|
7.39K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-350- 33.18% |
$15.8K - $17.5K
|
705
$31.4K
|