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 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-29- 26.85% |
$1.17K - $1.44K
|
79
$3.59K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-39- 3.89% |
$1.57K - $1.94K
|
963
$43.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-42- 0.2% |
$1.7K - $2.09K
|
20.9K
$950K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-54- 0.59% |
$2.18K - $2.68K
|
9.07K
$412K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-56- 0.97% |
$2.26K - $2.78K
|
5.69K
$259K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-64- 1.17% |
$2.58K - $3.18K
|
5.42K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-94- 62.67% |
$3.79K - $4.67K
|
56
$2.54K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-96- 0.31% |
$3.87K - $4.77K
|
30.6K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-110- 24.89% |
$4.44K - $5.46K
|
332
$15.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-118- 1.14% |
$4.76K - $5.86K
|
10.2K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-151- 1.81% |
$6.09K - $7.5K
|
8.2K
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-174- 2.06% |
$7.02K - $8.64K
|
8.29K
$376K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-194- 2.3% |
$7.83K - $9.64K
|
8.25K
$375K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-212- 10.02% |
$8.56K - $10.5K
|
1.9K
$86.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-226- 1.74% |
$9.12K - $11.2K
|
12.8K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-239- 2.06% |
$9.65K - $11.9K
|
11.4K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-255- 3.75% |
$10.3K - $12.7K
|
6.54K
$297K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-296- 5.86% |
$11.9K - $14.7K
|
4.76K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-303- 5.07% |
$12.2K - $15.1K
|
5.67K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-318- 5.63% |
$12.8K - $15.8K
|
5.34K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-321- 4.13% |
$13K - $15.9K
|
7.45K
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-353- 8.03% |
$14.2K - $17.5K
|
4.04K
$184K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-360- 3.45% |
$14.5K - $17.9K
|
10.1K
$457K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-364- 6.51% |
$14.7K - $18.1K
|
5.23K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-408- 1.67% |
$16.5K - $20.3K
|
24K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-410- 6.51% |
$16.5K - $20.4K
|
5.89K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-454- 3.19% |
$18.3K - $22.6K
|
13.8K
$626K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-551- 96.16% |
$22.2K - $27.4K
|
22
$999
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-607- 6.14% |
$24.5K - $30.1K
|
9.27K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-642- 24.11% |
$25.9K - $31.9K
|
2.02K
$91.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-650- 9.1% |
$26.2K - $32.3K
|
6.49K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-705- 13.14% |
$28.5K - $35K
|
4.66K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-718- 9.69% |
$29K - $35.7K
|
6.69K
$304K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-755- 5.41% |
$30.5K - $37.5K
|
13.2K
$600K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-785- 9.43% |
$31.7K - $39K
|
7.54K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-814- 86.14% |
$32.9K - $40.4K
|
131
$5.95K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-828- 7.48% |
$33.4K - $41.1K
|
10.2K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-974- 2.42% |
$39.3K - $48.4K
|
39.3K
$1.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.04K- 15.39% |
$42.1K - $51.8K
|
5.73K
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.1K- 23.43% |
$44.2K - $54.4K
|
3.58K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.11K- 22.0% |
$44.8K - $55.1K
|
3.93K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.25K- 1.86% |
$50.5K - $62.1K
|
65.9K
$2.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.28K- 52.68% |
$51.6K - $63.5K
|
1.15K
$52.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.28K- 14.73% |
$51.8K - $63.7K
|
7.43K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.3K- 57.75% |
$52.3K - $64.4K
|
948
$43.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.33K- 3.31% |
$53.8K - $66.2K
|
38.9K
$1.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.42K- 18.87% |
$57.1K - $70.3K
|
6.08K
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.45K- 22.71% |
$58.5K - $72K
|
4.93K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.65K- 83.2% |
$66.6K - $81.9K
|
333
$15.1K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.7K- 25.31% |
$68.5K - $84.2K
|
5.01K
$227K
|