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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1K+ 173.91% |
$40.4K - $49.7K
|
1.58K
$71.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1KNew |
$40.4K - $49.7K
|
1K
$45.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
854+ 19.3% |
$34.5K - $42.4K
|
5.28K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
680+ 20.21% |
$27.4K - $33.8K
|
4.05K
$184K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
627+ 2.29% |
$25.3K - $31.1K
|
28K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
500New |
$20.2K - $24.8K
|
500
$22.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
431New |
$17.4K - $21.4K
|
431
$19.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
420+ 92.11% |
$17K - $20.9K
|
876
$39.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
341+ 7.26% |
$13.8K - $16.9K
|
5.04K
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
340New |
$13.7K - $16.9K
|
340
$15.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
310New |
$12.5K - $15.4K
|
310
$14.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
270New |
$10.9K - $13.4K
|
270
$12.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
259+ 1.89% |
$10.5K - $12.9K
|
14K
$634K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
232+ 0.63% |
$9.36K - $11.5K
|
36.8K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
218+ 2.95% |
$8.8K - $10.8K
|
7.61K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209New |
$8.44K - $10.4K
|
209
$9.49K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
201+ 17.96% |
$8.11K - $9.98K
|
1.32K
$60K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
181New |
$7.31K - $8.99K
|
181
$8.22K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
174+ 2.15% |
$7.02K - $8.64K
|
8.26K
$375K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
169+ 19.93% |
$6.82K - $8.39K
|
1.02K
$46.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
163New |
$6.58K - $8.1K
|
163
$7.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
152+ 0.35% |
$6.13K - $7.55K
|
44.1K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$6.05K - $7.45K
|
150
$6.81K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
140+ 0.52% |
$5.65K - $6.95K
|
27.2K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
131+ 1455.56% |
$5.29K - $6.51K
|
140
$6.36K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 5.62% |
$3.75K - $4.62K
|
1.75K
$79.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
77+ 9.14% |
$3.11K - $3.82K
|
919
$41.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
62+ 28.57% |
$2.5K - $3.08K
|
279
$12.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
59+ 0.36% |
$2.38K - $2.93K
|
16.4K
$747K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
50+ 0.95% |
$2.02K - $2.48K
|
5.33K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
42+ 0.27% |
$1.7K - $2.09K
|
15.5K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
23+ 0.56% |
$928 - $1.14K
|
4.13K
$188K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 0.27% |
$646 - $795
|
5.88K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11+ 0.64% |
$444 - $546
|
1.72K
$78.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.68% |
$404 - $497
|
1.48K
$67K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$283 - $348
|
3.38K
$154K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
6+ 0.06% |
$242 - $298
|
10.1K
$459K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.22% |
$202 - $248
|
2.31K
$105K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.6% |
$202 - $248
|
845
$38.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5+ 0.67% |
$202 - $248
|
753
$34.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.56% |
$121 - $149
|
543
$24.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.64% |
$121 - $149
|
470
$21.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 1.01% |
$80.7 - $99.3
|
200
$9.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.02% |
$40.4 - $49.7
|
4.89K
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.28% |
$40.4 - $49.7
|
360
$16.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.81% |
$40.4 - $49.7
|
125
$5.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6- 6.32% |
$242 - $298
|
89
$4.04K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6- 0.08% |
$242 - $298
|
7.1K
$322K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-20- 0.4% |
$807 - $993
|
4.97K
$226K
|