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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-406- 26.33% |
$30.4K - $38.9K
|
1.14K
$98.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-458- 54.65% |
$34.3K - $43.9K
|
380
$33.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 24.39% |
$37.4K - $48K
|
1.55K
$135K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-501- 2.35% |
$37.5K - $48.1K
|
20.9K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-555- 9.22% |
$41.6K - $53.2K
|
5.47K
$475K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-625- 3.79% |
$46.8K - $60K
|
15.9K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-700- 43.37% |
$52.4K - $67.1K
|
914
$79.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-920- 29.53% |
$68.9K - $88.2K
|
2.2K
$191K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-998- 38.46% |
$74.7K - $95.7K
|
1.6K
$139K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.26% |
$86.1K - $110K
|
20.7K
$1.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.52K- 86.59% |
$114K - $146K
|
235
$20.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.56K- 36.88% |
$117K - $150K
|
2.68K
$233K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.64K- 88.66% |
$123K - $158K
|
210
$18.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.65K- 3.02% |
$124K - $159K
|
53.1K
$4.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.69K- 5.86% |
$126K - $162K
|
27.1K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.91K- 20.93% |
$143K - $183K
|
7.21K
$627K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.85K- 11.15% |
$363K - $465K
|
38.6K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-4.94K- 37.79% |
$370K - $474K
|
8.14K
$708K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.75K- 14.91% |
$431K - $552K
|
32.8K
$2.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.89K- 17.7% |
$441K - $565K
|
27.4K
$2.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-11.5K- 52.22% |
$863K - $1.11M
|
10.5K
$918K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.1K- 10.63% |
$903K - $1.16M
|
101K
$8.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.1K- 47.2% |
$1.21M - $1.55M
|
18.1K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-28.5K- 39.97% |
$2.13M - $2.73M
|
42.8K
$3.72M
|