Purchases and Sales Made in Q2 2025 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
17.2K+ 15.27% |
$694K - $855K
|
130K
$5.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 110.0% |
$112K - $138K
|
5.29K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.24K+ 5.48% |
$50.1K - $61.7K
|
23.9K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$6.05K - $7.45K
|
150
$6.82K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
140+ 0.52% |
$5.65K - $6.95K
|
27.2K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
42+ 0.27% |
$1.7K - $2.09K
|
15.5K
$704K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.64% |
$121 - $149
|
470
$21.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.81% |
$40.4 - $49.7
|
125
$5.69K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-20- 0.4% |
$807 - $993
|
4.97K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-408- 1.67% |
$16.5K - $20.3K
|
24K
$1.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.96K- 5.63% |
$79.3K - $97.6K
|
32.9K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4.24K- 16.97% |
$171K - $211K
|
20.7K
$944K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-8.85K- 19.21% |
$357K - $439K
|
37.2K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-23.4K- 48.72% |
$945K - $1.16M
|
24.6K
$1.12M
|