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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.77% |
$131 - $146
|
261
$17.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.82% |
$65.4 - $72.9
|
56
$3.71K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$65.4 - $72.9
|
1
$66.2
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.04% |
$65.4 - $72.9
|
2.24K
$148K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.07% |
$196 - $219
|
4.57K
$302K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23- 1.05% |
$1.5K - $1.68K
|
2.16K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25- 0.62% |
$1.63K - $1.82K
|
3.99K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-55- 1.55% |
$3.59K - $4.01K
|
3.5K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-69- 7.44% |
$4.51K - $5.03K
|
859
$56.9K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-99- 2.08% |
$6.47K - $7.21K
|
4.65K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-102- 3.2% |
$6.67K - $7.43K
|
3.09K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-106- 4.3% |
$6.93K - $7.72K
|
2.36K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-120- 4.82% |
$7.84K - $8.74K
|
2.37K
$157K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-133- 1.12% |
$8.69K - $9.69K
|
11.7K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-143- 3.22% |
$9.35K - $10.4K
|
4.3K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 42.16% |
$10.2K - $11.4K
|
214
$14.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-168Closed |
$11K - $12.2K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-178- 46.6% |
$11.6K - $13K
|
204
$13.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-210- 3.03% |
$13.7K - $15.3K
|
6.71K
$444K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-276- 2.02% |
$18K - $20.1K
|
13.4K
$885K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-363- 3.61% |
$23.7K - $26.4K
|
9.69K
$641K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-365- 1.35% |
$23.9K - $26.6K
|
26.7K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-481- 9.29% |
$31.4K - $35K
|
4.7K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-500- 3.72% |
$32.7K - $36.4K
|
12.9K
$856K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-568- 16.16% |
$37.1K - $41.4K
|
2.95K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-600- 2.93% |
$39.2K - $43.7K
|
19.9K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-643- 40.83% |
$42K - $46.8K
|
932
$61.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-900- 0.98% |
$58.8K - $65.6K
|
91.1K
$6.03M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.04K- 25.51% |
$67.8K - $75.5K
|
3.03K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.1K- 27.93% |
$72.1K - $80.4K
|
2.85K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.23K- 23.58% |
$80.6K - $89.8K
|
4K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.46K- 32.01% |
$95.4K - $106K
|
3.1K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.39K- 21.29% |
$156K - $174K
|
8.85K
$586K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.43K- 22.44% |
$159K - $177K
|
8.4K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.4K- 8.46% |
$222K - $248K
|
36.8K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.47K- 9.23% |
$227K - $253K
|
34.1K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.16K- 39.95% |
$338K - $376K
|
7.76K
$514K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 61.34% |
$341K - $380K
|
3.29K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.44K- 9.47% |
$421K - $469K
|
61.6K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.58K- 22.3% |
$430K - $480K
|
22.9K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.59K- 54.54% |
$496K - $553K
|
6.33K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 61.3% |
$856K - $954K
|
8.27K
$547K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17.3K- 55.85% |
$1.13M - $1.26M
|
13.6K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.4K- 14.24% |
$1.53M - $1.7M
|
141K
$9.32M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-83.7K- 2.6% |
$5.47M - $6.1M
|
3.14M
$208M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-169K- 44.31% |
$11M - $12.3M
|
212K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-176K- 93.33% |
$11.5M - $12.8M
|
12.6K
$833K
|