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 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-30- 29.7% |
$3.23K - $3.58K
|
71
$7.85K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-32- 0.74% |
$3.45K - $3.82K
|
4.27K
$472K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 2.95% |
$3.66K - $4.06K
|
1.12K
$124K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 3.49% |
$4.85K - $5.37K
|
1.24K
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-50- 18.52% |
$5.38K - $5.97K
|
220
$24.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 2.2% |
$5.38K - $5.97K
|
2.22K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-72- 2.74% |
$7.75K - $8.59K
|
2.56K
$282K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-100- 1.63% |
$10.8K - $11.9K
|
6.03K
$667K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-102- 3.09% |
$11K - $12.2K
|
3.2K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-127- 0.75% |
$13.7K - $15.2K
|
16.9K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-146- 0.74% |
$15.7K - $17.4K
|
19.7K
$2.18M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-155- 0.24% |
$16.7K - $18.5K
|
63.7K
$7.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-192- 1.82% |
$20.7K - $22.9K
|
10.3K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-197- 1.24% |
$21.2K - $23.5K
|
15.6K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-200- 7.76% |
$21.5K - $23.9K
|
2.38K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-215- 5.58% |
$23.2K - $25.7K
|
3.64K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-217- 6.01% |
$23.4K - $25.9K
|
3.39K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-300- 8.24% |
$32.3K - $35.8K
|
3.34K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-311- 50.0% |
$33.5K - $37.1K
|
311
$34.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-330- 5.75% |
$35.5K - $39.4K
|
5.41K
$598K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-339- 12.53% |
$36.5K - $40.5K
|
2.37K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-368- 2.44% |
$39.6K - $43.9K
|
14.7K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 36.36% |
$43.1K - $47.7K
|
700
$77.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-517- 12.13% |
$55.7K - $61.7K
|
3.75K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-527- 8.79% |
$56.8K - $62.9K
|
5.47K
$604K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-551- 25.87% |
$59.3K - $65.8K
|
1.58K
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-629- 19.39% |
$67.7K - $75.1K
|
2.62K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-794- 22.2% |
$85.5K - $94.8K
|
2.78K
$308K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-879- 7.58% |
$94.7K - $105K
|
10.7K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-903- 11.78% |
$97.2K - $108K
|
6.76K
$748K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 7.66% |
$115K - $128K
|
12.9K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.14K- 1.01% |
$123K - $136K
|
112K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.33K- 6.17% |
$143K - $159K
|
20.2K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.6K- 29.9% |
$172K - $191K
|
3.75K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.93K- 6.99% |
$208K - $230K
|
25.7K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.97K- 30.97% |
$213K - $236K
|
4.4K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.44K- 37.18% |
$263K - $292K
|
4.13K
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.51K- 42.33% |
$270K - $299K
|
3.42K
$378K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.82K- 14.87% |
$303K - $336K
|
16.1K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.56K- 10.83% |
$383K - $425K
|
29.3K
$3.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.53K- 4.95% |
$487K - $540K
|
87K
$9.61M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.87K- 56.1% |
$739K - $819K
|
5.37K
$594K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7.38K- 21.23% |
$795K - $881K
|
27.4K
$3.03M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31K- 18.44% |
$3.34M - $3.7M
|
137K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.3K- 52.7% |
$3.9M - $4.33M
|
32.5K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-44.8K- 88.55% |
$4.82M - $5.35M
|
5.79K
$640K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-80.8K- 94.67% |
$8.7M - $9.64M
|
4.55K
$503K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-159K- 66.38% |
$17.1M - $19M
|
80.6K
$8.91M
|