Purchases and Sales Made in Q2 2025 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) 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 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.07KNew |
$529K - $678K
|
7.07K
$615K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.53K+ 21.5% |
$489K - $626K
|
36.9K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
4.91K+ 23.61% |
$368K - $471K
|
25.7K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.66KNew |
$349K - $447K
|
4.66K
$406K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.91KNew |
$218K - $280K
|
2.91K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
2.56K+ 23.84% |
$192K - $246K
|
13.3K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.25KNew |
$93.6K - $120K
|
1.25K
$109K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
917New |
$68.7K - $88K
|
917
$79.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
800+ 21.05% |
$59.9K - $76.7K
|
4.6K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
771+ 1.11% |
$57.7K - $74K
|
70K
$6.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
637+ 910.0% |
$47.7K - $61.1K
|
707
$61.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
575+ 3.61% |
$43.1K - $55.2K
|
16.5K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
568+ 16.45% |
$42.5K - $54.5K
|
4.02K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
500New |
$37.4K - $48K
|
500
$43.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
422New |
$31.6K - $40.5K
|
422
$36.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
405+ 4.07% |
$30.3K - $38.8K
|
10.4K
$901K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
300New |
$22.5K - $28.8K
|
300
$26.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
278New |
$20.8K - $26.7K
|
278
$24.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
275New |
$20.6K - $26.4K
|
275
$23.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
214+ 2.4% |
$16K - $20.5K
|
9.13K
$794K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
155+ 24.68% |
$11.6K - $14.9K
|
783
$68.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
153New |
$11.5K - $14.7K
|
153
$13.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
150New |
$11.2K - $14.4K
|
150
$13K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
145New |
$10.9K - $13.9K
|
145
$12.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
125New |
$9.36K - $12K
|
125
$10.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
117+ 1.81% |
$8.76K - $11.2K
|
6.59K
$573K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
76+ 68.47% |
$5.69K - $7.29K
|
187
$16.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
60+ 24.39% |
$4.49K - $5.76K
|
306
$26.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
50New |
$3.74K - $4.8K
|
50
$4.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
50+ 2.56% |
$3.74K - $4.8K
|
2.01K
$174K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
46+ 0.56% |
$3.44K - $4.41K
|
8.29K
$721K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
46New |
$3.44K - $4.41K
|
46
$4K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12+ 0.18% |
$898 - $1.15K
|
6.65K
$579K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.25% |
$824 - $1.06K
|
4.33K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
7New |
$524 - $671
|
7
$609
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.53% |
$449 - $576
|
1.14K
$99.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
6New |
$449 - $576
|
6
$522
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.66% |
$225 - $288
|
457
$39.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$74.9 - $95.9
|
1
$87
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$74.9 - $95.9
|
1
$87
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.65% |
$74.9 - $95.9
|
155
$13.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 2.08% |
$74.9 - $95.9
|
49
$4.26K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.57% |
$74.9 - $95.9
|
176
$15.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 1.57% |
$150 - $192
|
125
$10.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-4Closed |
$299 - $384
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9- 0.33% |
$674 - $863
|
2.74K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58- 7.7% |
$4.34K - $5.56K
|
695
$60.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-73- 26.74% |
$5.47K - $7K
|
200
$17.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 12.12% |
$7.49K - $9.59K
|
725
$63.1K
|