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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.78K- 5.38% |
$71.7K - $88.3K
|
31.2K
$1.42M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.96K- 5.63% |
$79.3K - $97.6K
|
32.9K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.05K- 5.78% |
$82.8K - $102K
|
33.4K
$1.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.24K- 19.42% |
$90.3K - $111K
|
9.29K
$422K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.26K- 10.56% |
$91.2K - $112K
|
19.1K
$869K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.33K- 7.35% |
$94.2K - $116K
|
29.4K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-2.48K- 28.19% |
$100K - $123K
|
6.32K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.89K- 12.23% |
$117K - $144K
|
20.8K
$942K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.93K- 40.21% |
$118K - $146K
|
4.36K
$198K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.11K- 11.68% |
$126K - $155K
|
23.5K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.12K- 63.1% |
$126K - $155K
|
1.83K
$82.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4.24K- 16.97% |
$171K - $211K
|
20.7K
$942K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.9K- 41.61% |
$198K - $243K
|
6.87K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 9.7% |
$201K - $248K
|
46.4K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.57K- 58.58% |
$225K - $277K
|
3.94K
$179K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.85K- 50.0% |
$236K - $291K
|
5.85K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.37K- 63.24% |
$298K - $366K
|
4.29K
$195K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.56K- 13.81% |
$305K - $376K
|
47.2K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-8.85K- 19.21% |
$357K - $439K
|
37.2K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.93K- 31.16% |
$360K - $443K
|
19.7K
$896K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.05K- 7.41% |
$365K - $449K
|
113K
$5.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.25K- 18.8% |
$373K - $460K
|
40K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.27K- 5.82% |
$374K - $461K
|
150K
$6.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.39K- 27.1% |
$379K - $466K
|
25.3K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.69K- 13.74% |
$391K - $481K
|
60.8K
$2.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-9.86K- 8.28% |
$398K - $490K
|
109K
$4.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.92K- 17.88% |
$400K - $493K
|
45.5K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.2K- 50.79% |
$412K - $507K
|
9.89K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.3K- 21.98% |
$456K - $561K
|
40.1K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.8K- 6.33% |
$516K - $635K
|
189K
$8.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.2K- 72.93% |
$533K - $656K
|
4.9K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-13.6K- 34.65% |
$547K - $673K
|
25.6K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 55.63% |
$579K - $713K
|
11.5K
$520K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.9K- 2.62% |
$643K - $792K
|
592K
$26.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.7K- 8.61% |
$673K - $828K
|
177K
$8.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.8K- 5.74% |
$921K - $1.13M
|
375K
$17M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-23.4K- 48.72% |
$945K - $1.16M
|
24.6K
$1.12M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-26.8K- 85.42% |
$1.08M - $1.33M
|
4.58K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-32.4K- 2.18% |
$1.31M - $1.61M
|
1.45M
$66.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.3K- 3.42% |
$1.67M - $2.05M
|
1.17M
$53M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-41.9K- 19.01% |
$1.69M - $2.08M
|
179K
$8.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-50.1K- 27.01% |
$2.02M - $2.49M
|
135K
$6.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-87.3K- 8.27% |
$3.52M - $4.33M
|
968K
$44M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-113K- 5.35% |
$4.56M - $5.61M
|
2M
$90.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-242K- 29.18% |
$9.76M - $12M
|
587K
$26.7M
|