Purchases and Sales Made in Q2 2025 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
17.2K+ 15.27% |
$694K - $855K
|
130K
$5.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$445K - $547K
|
11K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.36KNew |
$297K - $366K
|
7.36K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.98K+ 12.51% |
$241K - $297K
|
53.8K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.78K+ 19.38% |
$193K - $237K
|
29.4K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.93K+ 6.98% |
$118K - $145K
|
44.8K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 110.0% |
$112K - $138K
|
5.29K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.24K+ 5.48% |
$50.1K - $61.7K
|
23.9K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.11K+ 18.9% |
$44.6K - $54.9K
|
6.96K
$320K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
854+ 19.3% |
$34.5K - $42.4K
|
5.28K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
500New |
$20.2K - $24.8K
|
500
$23K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
341+ 7.26% |
$13.8K - $16.9K
|
5.04K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
259+ 1.89% |
$10.5K - $12.9K
|
14K
$642K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209New |
$8.44K - $10.4K
|
209
$9.61K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
181New |
$7.31K - $8.99K
|
181
$8.32K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
174+ 2.15% |
$7.02K - $8.64K
|
8.26K
$380K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$6.05K - $7.45K
|
150
$6.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
140+ 0.52% |
$5.65K - $6.95K
|
27.2K
$1.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
131+ 1455.56% |
$5.29K - $6.51K
|
140
$6.44K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 5.62% |
$3.75K - $4.62K
|
1.75K
$80.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
77+ 9.14% |
$3.11K - $3.82K
|
919
$42.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
42+ 0.27% |
$1.7K - $2.09K
|
15.5K
$711K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.68% |
$404 - $497
|
1.48K
$67.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.22% |
$202 - $248
|
2.31K
$106K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 0.67% |
$202 - $248
|
753
$34.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.64% |
$121 - $149
|
470
$21.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.56% |
$121 - $149
|
543
$25K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 1.01% |
$80.7 - $99.3
|
200
$9.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.28% |
$40.4 - $49.7
|
360
$16.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.81% |
$40.4 - $49.7
|
125
$5.75K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-20- 0.4% |
$807 - $993
|
4.97K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-39- 3.89% |
$1.57K - $1.94K
|
963
$44.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-151- 1.81% |
$6.09K - $7.5K
|
8.2K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-174- 2.06% |
$7.02K - $8.64K
|
8.29K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-239- 2.06% |
$9.65K - $11.9K
|
11.4K
$522K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-318- 5.63% |
$12.8K - $15.8K
|
5.34K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-408- 1.67% |
$16.5K - $20.3K
|
24K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-718- 9.69% |
$29K - $35.7K
|
6.69K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-828- 7.48% |
$33.4K - $41.1K
|
10.2K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.1K- 23.43% |
$44.2K - $54.4K
|
3.58K
$165K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.96K- 5.63% |
$79.3K - $97.6K
|
32.9K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.26K- 10.56% |
$91.2K - $112K
|
19.1K
$880K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-2.48K- 28.19% |
$100K - $123K
|
6.32K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4.24K- 16.97% |
$171K - $211K
|
20.7K
$954K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.37K- 63.24% |
$298K - $366K
|
4.29K
$197K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-8.85K- 19.21% |
$357K - $439K
|
37.2K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.2K- 50.79% |
$412K - $507K
|
9.89K
$455K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 55.63% |
$579K - $713K
|
11.5K
$526K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-23.4K- 48.72% |
$945K - $1.16M
|
24.6K
$1.13M
|