Purchases and Sales Made in Q1 2025 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
53KNew |
$5.7M - $6.32M
|
53K
$5.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
40.4KNew |
$4.35M - $4.82M
|
40.4K
$4.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
31.4KNew |
$3.38M - $3.74M
|
31.4K
$3.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
31.3KNew |
$3.37M - $3.74M
|
31.3K
$3.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
26.5KNew |
$2.85M - $3.16M
|
26.5K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
23.9K+ 103.0% |
$2.57M - $2.85M
|
47.1K
$5.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20K+ 21.77% |
$2.15M - $2.39M
|
112K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10K+ 100.08% |
$1.08M - $1.2M
|
20.1K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.17K+ 11.32% |
$664K - $736K
|
60.7K
$6.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.83K+ 3.22% |
$628K - $696K
|
187K
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.64KNew |
$607K - $673K
|
5.64K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.93KNew |
$530K - $588K
|
4.93K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.87K+ 4.35% |
$524K - $581K
|
117K
$12.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.1KNew |
$441K - $489K
|
4.1K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.45K+ 72.95% |
$372K - $412K
|
8.18K
$904K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.14KNew |
$338K - $375K
|
3.14K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.71K+ 65.41% |
$292K - $323K
|
6.85K
$758K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.52K+ 18.37% |
$271K - $301K
|
16.2K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.49KNew |
$268K - $297K
|
2.49K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.32K+ 1.2% |
$249K - $276K
|
196K
$21.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.23K+ 90.28% |
$240K - $266K
|
4.7K
$519K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.1K+ 65.63% |
$226K - $251K
|
5.31K
$586K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 1925.93% |
$224K - $248K
|
2.19K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.02KNew |
$217K - $241K
|
2.02K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.97KNew |
$213K - $236K
|
1.97K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.92K+ 18.08% |
$207K - $229K
|
12.5K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 23.54% |
$182K - $202K
|
8.87K
$981K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.66K+ 19.26% |
$178K - $198K
|
10.2K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.57K+ 2.95% |
$169K - $187K
|
54.8K
$6.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.46K+ 9.57% |
$157K - $174K
|
16.7K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44K+ 143700.0% |
$155K - $172K
|
1.44K
$159K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
986+ 24.91% |
$106K - $118K
|
4.95K
$547K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
972+ 22.4% |
$105K - $116K
|
5.31K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
875+ 21.2% |
$94.2K - $104K
|
5K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
800+ 213.33% |
$86.2K - $95.5K
|
1.18K
$130K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
764+ 24.89% |
$82.3K - $91.2K
|
3.83K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
724+ 4.35% |
$78K - $86.4K
|
17.4K
$1.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
631+ 3.23% |
$68K - $75.3K
|
20.1K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
611+ 8.05% |
$65.8K - $72.9K
|
8.2K
$907K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
536+ 16.86% |
$57.7K - $64K
|
3.72K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
532+ 5.25% |
$57.3K - $63.5K
|
10.7K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
451+ 1.91% |
$48.6K - $53.8K
|
24.1K
$2.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
438+ 238.04% |
$47.2K - $52.3K
|
622
$68.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
437+ 18.93% |
$47.1K - $52.2K
|
2.75K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
399+ 17.37% |
$43K - $47.6K
|
2.7K
$298K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
353+ 10.08% |
$38K - $42.1K
|
3.85K
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
309New |
$33.3K - $36.9K
|
309
$34.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
307+ 9.12% |
$33.1K - $36.6K
|
3.67K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
305New |
$32.8K - $36.4K
|
305
$33.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$32.3K - $35.8K
|
300
$33.2K
|