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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$453K - $502K
|
4.21K
$489K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
4.1KNew |
$441K - $489K
|
4.1K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.08K+ 50.74% |
$440K - $488K
|
12.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.78KNew |
$407K - $451K
|
3.78K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 16.4% |
$397K - $440K
|
26.2K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.6K+ 250.0% |
$388K - $430K
|
5.04K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.59K+ 34.0% |
$387K - $429K
|
14.1K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.45K+ 72.95% |
$372K - $412K
|
8.18K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.28K+ 8.01% |
$353K - $391K
|
44.2K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.14KNew |
$338K - $375K
|
3.14K
$365K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.1KNew |
$334K - $370K
|
3.1K
$360K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.79K+ 32.82% |
$300K - $333K
|
11.3K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.71K+ 65.41% |
$292K - $323K
|
6.85K
$796K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.54K+ 77.94% |
$274K - $303K
|
5.8K
$674K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.52K+ 18.37% |
$271K - $301K
|
16.2K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.49KNew |
$268K - $297K
|
2.49K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.32K+ 1.2% |
$249K - $276K
|
196K
$22.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.23K+ 90.28% |
$240K - $266K
|
4.7K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.2K+ 76.29% |
$236K - $262K
|
5.07K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$235K - $261K
|
2.19K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2.1K+ 65.63% |
$226K - $251K
|
5.31K
$616K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 1925.93% |
$224K - $248K
|
2.19K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.08KNew |
$224K - $248K
|
2.08K
$241K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.03KNew |
$218K - $242K
|
2.03K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.02KNew |
$217K - $241K
|
2.02K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.97KNew |
$213K - $236K
|
1.97K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.96KNew |
$211K - $234K
|
1.96K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.92K+ 18.08% |
$207K - $229K
|
12.5K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.88KNew |
$203K - $225K
|
1.88K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.88KNew |
$202K - $224K
|
1.88K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.79KNew |
$193K - $214K
|
1.79K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.79KNew |
$193K - $214K
|
1.79K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 23.54% |
$182K - $202K
|
8.87K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.66K+ 19.26% |
$178K - $198K
|
10.2K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 20.47% |
$176K - $195K
|
9.63K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.6K+ 0.99% |
$172K - $191K
|
163K
$18.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.57K+ 2.95% |
$169K - $187K
|
54.8K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.48KNew |
$159K - $177K
|
1.48K
$172K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.47K+ 23.62% |
$158K - $175K
|
7.69K
$893K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.46K+ 9.57% |
$157K - $174K
|
16.7K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44K+ 143700.0% |
$155K - $172K
|
1.44K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.43K+ 36.52% |
$154K - $170K
|
5.34K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.43K+ 38.53% |
$154K - $170K
|
5.13K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.38K+ 5.19% |
$149K - $165K
|
28K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.34K+ 45.7% |
$145K - $160K
|
4.28K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.13K+ 34.26% |
$122K - $135K
|
4.42K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 6.12% |
$121K - $134K
|
19.4K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.11K+ 4.86% |
$120K - $133K
|
24K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.11K+ 3.87% |
$120K - $133K
|
29.8K
$3.47M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
986+ 24.91% |
$106K - $118K
|
4.95K
$574K
|