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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.97K- 10.62% |
$361K - $398K
|
67.1K
$2.98M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.75K- 12.59% |
$396K - $437K
|
60.8K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-9.19K- 61.0% |
$416K - $459K
|
5.88K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.81K- 17.03% |
$444K - $490K
|
47.8K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 61.2% |
$455K - $503K
|
6.38K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-11.3K- 42.26% |
$511K - $564K
|
15.4K
$686K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-20.4K- 56.89% |
$921K - $1.02M
|
15.4K
$686K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-21.8K- 15.47% |
$986K - $1.09M
|
119K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21.9K- 9.77% |
$989K - $1.09M
|
202K
$8.99M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-29.4K- 59.59% |
$1.33M - $1.47M
|
19.9K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.3K- 2.45% |
$1.37M - $1.51M
|
1.21M
$53.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.4K- 5.35% |
$1.55M - $1.72M
|
608K
$27M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-37K- 87.89% |
$1.67M - $1.85M
|
5.1K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-44.3K- 81.75% |
$2M - $2.21M
|
9.88K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-86.9K- 9.49% |
$3.93M - $4.34M
|
829K
$36.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-239K- 97.46% |
$10.8M - $12M
|
6.24K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-252K- 55.35% |
$11.4M - $12.6M
|
203K
$9.03M
|