Purchases and Sales Made in Q4 2025 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) 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 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
21.9KNew |
$994K - $1.07M
|
21.9K
$1.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
15.8K+ 11.51% |
$718K - $772K
|
153K
$7.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9.67KNew |
$439K - $472K
|
9.67K
$472K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.39K+ 171.03% |
$335K - $360K
|
11.7K
$571K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
3.42K+ 5.47% |
$155K - $167K
|
65.9K
$3.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.78K+ 17.32% |
$126K - $135K
|
18.8K
$917K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.36K+ 21.27% |
$107K - $115K
|
13.4K
$655K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.35K+ 22.79% |
$61.3K - $65.9K
|
7.27K
$355K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.26KNew |
$57.1K - $61.4K
|
1.26K
$61.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
578+ 2.74% |
$26.2K - $28.2K
|
21.7K
$1.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
517+ 54.19% |
$23.5K - $25.2K
|
1.47K
$71.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
433+ 1.84% |
$19.7K - $21.1K
|
24K
$1.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$4.54K - $4.88K
|
100
$4.88K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
25+ 0.42% |
$1.13K - $1.22K
|
5.93K
$289K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.67% |
$454 - $488
|
1.5K
$73.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
4+ 0.68% |
$182 - $195
|
596
$29.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.71% |
$45.4 - $48.8
|
142
$6.93K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.79% |
$45.4 - $48.8
|
127
$6.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4- 0.06% |
$182 - $195
|
7.26K
$354K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-17- 10.12% |
$772 - $830
|
151
$7.37K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 5.52% |
$908 - $976
|
342
$16.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-43- 0.62% |
$1.95K - $2.1K
|
6.92K
$338K
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-50- 0.38% |
$2.27K - $2.44K
|
13K
$633K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-58- 2.52% |
$2.63K - $2.83K
|
2.24K
$109K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-284- 1.37% |
$12.9K - $13.9K
|
20.5K
$999K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-286- 3.75% |
$13K - $14K
|
7.33K
$358K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-323- 2.1% |
$14.7K - $15.8K
|
15.1K
$736K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-389- 1.89% |
$17.7K - $19K
|
20.2K
$986K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-600- 2.5% |
$27.2K - $29.3K
|
23.4K
$1.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-601- 66.78% |
$27.3K - $29.3K
|
299
$14.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-873- 3.21% |
$39.6K - $42.6K
|
26.4K
$1.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-920- 3.7% |
$41.8K - $44.9K
|
24K
$1.17M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.11K- 3.02% |
$50.5K - $54.3K
|
35.7K
$1.74M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.14K- 20.47% |
$51.5K - $55.4K
|
4.41K
$215K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-1.35K- 18.15% |
$61.3K - $65.9K
|
6.09K
$297K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.36K- 35.36% |
$61.8K - $66.5K
|
2.49K
$122K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-3.68K- 34.55% |
$167K - $180K
|
6.98K
$340K
|
|