Purchases and Sales Made in Q4 2025 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
3.87K+ 13.29% |
$336K - $366K
|
33K
$3.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
592New |
$51.4K - $56K
|
592
$56K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
119+ 0.75% |
$10.3K - $11.3K
|
16.1K
$1.52M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
51New |
$4.43K - $4.82K
|
51
$4.82K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
29+ 483.33% |
$2.52K - $2.74K
|
35
$3.31K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
24+ 12.0% |
$2.08K - $2.27K
|
224
$21.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$347 - $378
|
20.8K
$1.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.8% |
$86.8 - $94.6
|
126
$11.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 1.75% |
$86.8 - $94.6
|
58
$5.49K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-66- 1.54% |
$5.73K - $6.24K
|
4.22K
$399K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.04K- 9.18% |
$90K - $98.1K
|
10.3K
$970K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.13K- 12.46% |
$98.1K - $107K
|
7.94K
$751K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-4.12K- 49.38% |
$357K - $390K
|
4.22K
$400K
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-10.6K- 29.11% |
$916K - $998K
|
25.7K
$2.43M
|
|