Purchases and Sales Made in Q1 2025 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.5K+ 941.21% |
$2.84M - $3.17M
|
48.1K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 47.64% |
$2.53M - $2.82M
|
120K
$7.93M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.76M - $1.96M
|
26.9K
$1.78M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 117.69% |
$1.05M - $1.17M
|
29.7K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.4KNew |
$940K - $1.05M
|
14.4K
$952K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12KNew |
$785K - $875K
|
12K
$795K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.21KNew |
$471K - $525K
|
7.21K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.61K+ 90.11% |
$367K - $409K
|
11.8K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.51KNew |
$360K - $401K
|
5.51K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.15K+ 8.59% |
$336K - $375K
|
65K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.82K+ 4.81% |
$315K - $351K
|
105K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.69K+ 19.73% |
$241K - $269K
|
22.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.43KNew |
$224K - $250K
|
3.43K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.03KNew |
$198K - $221K
|
3.03K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.03K+ 40.57% |
$133K - $148K
|
7.03K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.02K+ 5.95% |
$132K - $147K
|
35.9K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
965+ 2.7% |
$63.1K - $70.3K
|
36.7K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
935+ 6.47% |
$61.1K - $68.1K
|
15.4K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
675New |
$44.1K - $49.2K
|
675
$44.7K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
659+ 231.23% |
$43.1K - $48K
|
944
$62.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
657New |
$42.9K - $47.9K
|
657
$43.5K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
554+ 5.8% |
$36.2K - $40.4K
|
10.1K
$669K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
552+ 8.24% |
$36.1K - $40.2K
|
7.25K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
450New |
$29.4K - $32.8K
|
450
$29.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
427New |
$27.9K - $31.1K
|
427
$28.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
325+ 0.32% |
$21.2K - $23.7K
|
102K
$6.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
291+ 2.65% |
$19K - $21.2K
|
11.3K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
230+ 7.52% |
$15K - $16.8K
|
3.29K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
216+ 20.28% |
$14.1K - $15.7K
|
1.28K
$84.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
206New |
$13.5K - $15K
|
206
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
204+ 4.44% |
$13.3K - $14.9K
|
4.8K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
150+ 2.78% |
$9.8K - $10.9K
|
5.54K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
150New |
$9.8K - $10.9K
|
150
$9.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150New |
$9.8K - $10.9K
|
150
$9.93K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139+ 2.71% |
$9.09K - $10.1K
|
5.26K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
138+ 46.0% |
$9.02K - $10.1K
|
438
$29K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
129+ 0.48% |
$8.43K - $9.4K
|
27.3K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
86New |
$5.62K - $6.27K
|
86
$5.69K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
83+ 34.02% |
$5.42K - $6.05K
|
327
$21.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
81New |
$5.29K - $5.9K
|
81
$5.36K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
59+ 1.17% |
$3.86K - $4.3K
|
5.08K
$337K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
54New |
$3.53K - $3.93K
|
54
$3.57K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
52+ 0.41% |
$3.4K - $3.79K
|
12.7K
$841K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
52+ 4.3% |
$3.4K - $3.79K
|
1.26K
$83.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
42New |
$2.75K - $3.06K
|
42
$2.78K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
32+ 0.16% |
$2.09K - $2.33K
|
20.2K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13New |
$850 - $947
|
13
$860
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
9+ 0.26% |
$588 - $656
|
3.43K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.2% |
$458 - $510
|
3.48K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 0.43% |
$392 - $437
|
1.4K
$92.5K
|