Purchases and Sales Made in Q3 2025 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) 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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99.8K+ 793.03% |
$6.56M - $7.24M
|
112K
$9.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$888K - $981K
|
13.5K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11K+ 164.61% |
$724K - $799K
|
17.7K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7KNew |
$701K - $774K
|
10.7K
$856K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.29K+ 5.26% |
$479K - $529K
|
146K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.31KNew |
$415K - $458K
|
6.31K
$506K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.65K+ 2.54% |
$305K - $337K
|
188K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.52KNew |
$297K - $328K
|
4.52K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.45K+ 115.03% |
$292K - $323K
|
8.31K
$667K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.14KNew |
$272K - $300K
|
4.14K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4KNew |
$263K - $290K
|
4K
$321K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.43KNew |
$226K - $249K
|
3.43K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2.92KNew |
$192K - $212K
|
2.92K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.88KNew |
$189K - $209K
|
2.88K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.79K+ 218.03% |
$184K - $203K
|
4.07K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.37KNew |
$156K - $172K
|
2.37K
$190K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.56K+ 6.61% |
$103K - $113K
|
25.2K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
773+ 2665.52% |
$50.8K - $56.1K
|
802
$64.4K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
736+ 11.04% |
$48.4K - $53.4K
|
7.4K
$594K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
527New |
$34.6K - $38.2K
|
527
$42.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
456+ 116.92% |
$30K - $33.1K
|
846
$67.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
389+ 6.35% |
$25.6K - $28.2K
|
6.52K
$523K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
313+ 4.39% |
$20.6K - $22.7K
|
7.44K
$597K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
291+ 100.0% |
$19.1K - $21.1K
|
582
$46.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
270New |
$17.7K - $19.6K
|
270
$21.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
265+ 6.06% |
$17.4K - $19.2K
|
4.64K
$372K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
240+ 6.05% |
$15.8K - $17.4K
|
4.21K
$338K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
230+ 3.2% |
$15.1K - $16.7K
|
7.42K
$595K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
217+ 4.43% |
$14.3K - $15.7K
|
5.12K
$411K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
192New |
$12.6K - $13.9K
|
192
$15.4K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
175+ 42.68% |
$11.5K - $12.7K
|
585
$47K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
167+ 107.05% |
$11K - $12.1K
|
323
$25.9K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
144+ 72.36% |
$9.47K - $10.4K
|
343
$27.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
138New |
$9.07K - $10K
|
138
$11.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
117+ 0.92% |
$7.69K - $8.49K
|
12.8K
$1.03M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
101+ 2.1% |
$6.64K - $7.33K
|
4.91K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
96New |
$6.31K - $6.97K
|
96
$7.71K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87+ 4.58% |
$5.72K - $6.31K
|
1.99K
$159K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
75+ 28.41% |
$4.93K - $5.44K
|
339
$27.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 30.84% |
$4.34K - $4.79K
|
280
$22.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54New |
$3.55K - $3.92K
|
54
$4.34K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
34+ 0.17% |
$2.24K - $2.47K
|
20.3K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
31+ 0.44% |
$2.04K - $2.25K
|
7.09K
$570K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
23New |
$1.51K - $1.67K
|
23
$1.85K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
8+ 0.23% |
$526 - $580
|
3.49K
$280K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 0.43% |
$394 - $435
|
1.41K
$113K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.49% |
$131 - $145
|
414
$33.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.38% |
$65.7 - $72.6
|
263
$21.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 3.07% |
$592 - $653
|
284
$22.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-15- 0.44% |
$986 - $1.09K
|
3.43K
$275K
|
|