Purchases and Sales Made in Q3 2025 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
86.7KNew |
$1.49M - $1.73M
|
86.7K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70.8K+ 90.26% |
$1.21M - $1.41M
|
149K
$3.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28.3KNew |
$485K - $564K
|
28.3K
$586K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.9K+ 42.64% |
$393K - $457K
|
76.7K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
13K+ 7.95% |
$222K - $258K
|
176K
$3.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6K+ 22.86% |
$216K - $251K
|
67.9K
$1.4M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12KNew |
$205K - $238K
|
12K
$247K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
10.9K+ 29.85% |
$186K - $217K
|
47.3K
$980K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.43KNew |
$110K - $128K
|
6.43K
$133K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.42K+ 4.29% |
$58.6K - $68.2K
|
83.2K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.75K+ 12.54% |
$47.1K - $54.8K
|
24.7K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.56K+ 14.47% |
$43.9K - $51K
|
20.3K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.3KNew |
$39.4K - $45.8K
|
2.3K
$47.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.65K+ 3.26% |
$28.3K - $32.9K
|
52.3K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
980+ 10.75% |
$16.8K - $19.5K
|
10.1K
$209K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
770New |
$13.2K - $15.3K
|
770
$15.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
632New |
$10.8K - $12.6K
|
632
$13.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
301New |
$5.16K - $6K
|
301
$6.23K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
40New |
$685 - $797
|
40
$828
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30New |
$514 - $598
|
30
$621
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.37% |
$68.5 - $79.7
|
1.09K
$22.6K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.96% |
$34.3 - $39.8
|
210
$4.35K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.63% |
$34.3 - $39.8
|
317
$6.56K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1New |
$17.1 - $19.9
|
1
$20.7
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 50.0% |
$17.1 - $19.9
|
3
$62.1
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$17.1 - $19.9
|
164
$3.39K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-377- 1.35% |
$6.46K - $7.51K
|
27.5K
$569K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-470- 6.71% |
$8.05K - $9.36K
|
6.54K
$135K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-502- 5.68% |
$8.6K - $10K
|
8.33K
$172K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.22K- 0.66% |
$20.8K - $24.2K
|
184K
$3.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 2.91% |
$26.6K - $31K
|
51.9K
$1.07M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.67K- 32.06% |
$28.6K - $33.3K
|
3.54K
$73.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.09K- 5.43% |
$35.7K - $41.5K
|
36.3K
$752K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.17K- 9.78% |
$37.1K - $43.1K
|
20K
$413K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.18K- 7.37% |
$37.3K - $43.3K
|
27.4K
$567K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.39K- 30.75% |
$40.9K - $47.5K
|
5.37K
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.93K- 5.16% |
$67.3K - $78.2K
|
72.2K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.05K- 5.15% |
$69.4K - $80.7K
|
74.5K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.88K- 55.25% |
$83.6K - $97.2K
|
3.95K
$81.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.65K- 5.98% |
$114K - $132K
|
104K
$2.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.05K- 45.33% |
$121K - $140K
|
8.5K
$176K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-11.3K- 35.51% |
$193K - $224K
|
20.5K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.1K- 6.9% |
$241K - $280K
|
190K
$3.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-47.3K- 43.84% |
$810K - $942K
|
60.6K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-63.1K- 70.85% |
$1.08M - $1.26M
|
26K
$538K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-193K- 29.64% |
$3.3M - $3.84M
|
458K
$9.47M
|
|