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 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-364- 1.61% |
$16.5K - $18.2K
|
22.3K
$990K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-408- 1.14% |
$18.5K - $20.4K
|
35.5K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-432- 86.57% |
$19.5K - $21.6K
|
67
$2.98K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-436- 10.63% |
$19.7K - $21.8K
|
3.67K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-450- 6.24% |
$20.4K - $22.5K
|
6.77K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-457- 3.88% |
$20.7K - $22.8K
|
11.3K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-494- 12.8% |
$22.3K - $24.7K
|
3.37K
$150K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-531- 14.35% |
$24K - $26.5K
|
3.17K
$141K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-590- 2.36% |
$26.7K - $29.5K
|
24.4K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-763- 1.36% |
$34.5K - $38.1K
|
55.5K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-797- 10.04% |
$36K - $39.8K
|
7.14K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-859- 14.53% |
$38.9K - $42.9K
|
5.05K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-891- 0.72% |
$40.3K - $44.5K
|
122K
$5.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-901- 3.37% |
$40.8K - $45K
|
25.8K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-913- 9.85% |
$41.3K - $45.6K
|
8.36K
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-947- 12.27% |
$42.8K - $47.3K
|
6.77K
$301K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 63.49% |
$45.2K - $50K
|
575
$25.6K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.01K- 6.62% |
$45.7K - $50.4K
|
14.2K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.14K- 19.77% |
$51.7K - $57.1K
|
4.64K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.15K- 8.87% |
$51.8K - $57.2K
|
11.8K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.15K- 8.96% |
$51.9K - $57.3K
|
11.7K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.18K- 13.4% |
$53.5K - $59K
|
7.64K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.21K- 29.57% |
$54.6K - $60.3K
|
2.88K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.22K- 2.41% |
$55K - $60.7K
|
49.2K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 2.99% |
$56.2K - $62.1K
|
40.3K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.25K- 98.03% |
$56.3K - $62.2K
|
25
$1.11K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.33K- 21.05% |
$60.2K - $66.4K
|
4.99K
$222K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.42K- 2.99% |
$64.1K - $70.8K
|
46K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.44K- 6.29% |
$65K - $71.7K
|
21.4K
$952K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.48K- 90.05% |
$66.8K - $73.7K
|
163
$7.25K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 4.65% |
$67.8K - $74.9K
|
30.7K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.74K- 27.9% |
$78.5K - $86.7K
|
4.49K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.25K- 30.53% |
$102K - $112K
|
5.11K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.31K- 18.59% |
$104K - $115K
|
10.1K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.41K- 41.59% |
$109K - $120K
|
3.38K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-2.5K- 29.41% |
$113K - $125K
|
6K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.6K- 18.39% |
$117K - $130K
|
11.5K
$513K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.66K- 49.97% |
$120K - $133K
|
2.66K
$118K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-2.72K- 23.61% |
$123K - $136K
|
8.81K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.08K- 42.03% |
$139K - $154K
|
4.24K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.32K- 14.68% |
$150K - $166K
|
19.3K
$857K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.65K- 38.65% |
$165K - $182K
|
5.79K
$257K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.71K- 6.72% |
$168K - $185K
|
51.4K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.83K- 5.61% |
$218K - $241K
|
81.3K
$3.61M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.23K- 2.32% |
$237K - $261K
|
221K
$9.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.34K- 47.67% |
$241K - $267K
|
5.86K
$261K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.92K- 53.06% |
$268K - $295K
|
5.23K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.99K- 18.04% |
$316K - $349K
|
31.8K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.22KClosed |
$326K - $360K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.28K- 21.45% |
$329K - $364K
|
26.7K
$1.19M
|