Purchases and Sales Made in Q3 2025 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
7.49K+ 5.77% |
$336K - $366K
|
137K
$6.24M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.45K+ 120.98% |
$334K - $364K
|
13.6K
$618K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
766+ 11.8% |
$34.3K - $37.5K
|
7.26K
$330K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
547+ 3.54% |
$24.5K - $26.8K
|
16K
$728K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
231+ 4.06% |
$10.4K - $11.3K
|
5.92K
$269K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
140New |
$6.28K - $6.85K
|
140
$6.36K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6+ 0.04% |
$269 - $293
|
13.8K
$627K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.05% |
$224 - $245
|
10.2K
$465K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
4+ 0.06% |
$179 - $196
|
6.96K
$316K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.56% |
$89.7 - $97.8
|
362
$16.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-7- 0.03% |
$314 - $342
|
27.2K
$1.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-11- 0.13% |
$493 - $538
|
8.27K
$376K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-13- 7.18% |
$583 - $636
|
168
$7.63K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 2.07% |
$852 - $929
|
900
$40.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-207- 2.51% |
$9.28K - $10.1K
|
8.06K
$366K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-260- 2.17% |
$11.7K - $12.7K
|
11.7K
$531K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-278- 1.99% |
$12.5K - $13.6K
|
13.7K
$622K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-280- 2.47% |
$12.6K - $13.7K
|
11.1K
$503K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-319- 38.71% |
$14.3K - $15.6K
|
505
$22.9K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-423- 1.14% |
$19K - $20.7K
|
36.8K
$1.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-676- 10.1% |
$30.3K - $33.1K
|
6.01K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-681- 3.56% |
$30.5K - $33.3K
|
18.5K
$839K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-976- 18.44% |
$43.8K - $47.7K
|
4.32K
$196K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.17K- 3.55% |
$52.3K - $57.1K
|
31.7K
$1.44M
|