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
|
Simmons Bank
|
SELL
|
- |
-9- 0.17% |
$969 - $1.07K
|
5.39K
$626K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22- 95.65% |
$2.37K - $2.63K
|
1
$116
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-26- 0.4% |
$2.8K - $3.1K
|
6.53K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-28- 4.14% |
$3.02K - $3.34K
|
649
$75.4K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-30- 29.7% |
$3.23K - $3.58K
|
71
$8.25K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-32- 0.74% |
$3.45K - $3.82K
|
4.27K
$496K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 2.95% |
$3.66K - $4.06K
|
1.12K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-36- 1.17% |
$3.88K - $4.3K
|
3.05K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 3.49% |
$4.85K - $5.37K
|
1.24K
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 2.2% |
$5.38K - $5.97K
|
2.22K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-50- 18.52% |
$5.38K - $5.97K
|
220
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-50- 12.02% |
$5.38K - $5.97K
|
366
$42.5K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-65- 13.0% |
$7K - $7.76K
|
435
$50.5K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-66- 1.43% |
$7.11K - $7.88K
|
4.56K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-72- 1.85% |
$7.75K - $8.59K
|
3.82K
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-72- 2.74% |
$7.75K - $8.59K
|
2.56K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-84- 1.31% |
$9.05K - $10K
|
6.34K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-84- 0.23% |
$9.05K - $10K
|
35.9K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-100- 1.63% |
$10.8K - $11.9K
|
6.03K
$701K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-102- 3.09% |
$11K - $12.2K
|
3.2K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-125- 8.72% |
$13.5K - $14.9K
|
1.31K
$152K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-127- 0.75% |
$13.7K - $15.2K
|
16.9K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-146- 0.74% |
$15.7K - $17.4K
|
19.7K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-146- 0.57% |
$15.7K - $17.4K
|
25.6K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-153- 1.2% |
$16.5K - $18.3K
|
12.6K
$1.47M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-155- 0.24% |
$16.7K - $18.5K
|
63.7K
$7.4M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-173- 3.85% |
$18.6K - $20.7K
|
4.32K
$501K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-180- 1.84% |
$19.4K - $21.5K
|
9.61K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-192- 1.82% |
$20.7K - $22.9K
|
10.3K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-197- 1.24% |
$21.2K - $23.5K
|
15.6K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-200- 7.76% |
$21.5K - $23.9K
|
2.38K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-215- 5.58% |
$23.2K - $25.7K
|
3.64K
$422K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-217- 6.01% |
$23.4K - $25.9K
|
3.39K
$394K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-286- 0.92% |
$30.8K - $34.1K
|
30.9K
$3.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-300- 8.24% |
$32.3K - $35.8K
|
3.34K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-311- 50.0% |
$33.5K - $37.1K
|
311
$36.1K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-316- 2.59% |
$34K - $37.7K
|
11.9K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-330- 5.75% |
$35.5K - $39.4K
|
5.41K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-339- 12.53% |
$36.5K - $40.5K
|
2.37K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-365- 0.49% |
$39.3K - $43.6K
|
73.9K
$8.59M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-368- 2.44% |
$39.6K - $43.9K
|
14.7K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-400- 36.36% |
$43.1K - $47.7K
|
700
$81.3K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-420- 9.47% |
$45.2K - $50.1K
|
4.02K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-434- 0.39% |
$46.7K - $51.8K
|
110K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-450- 10.69% |
$48.5K - $53.7K
|
3.76K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-515- 7.12% |
$55.5K - $61.5K
|
6.72K
$780K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-517- 12.13% |
$55.7K - $61.7K
|
3.75K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-527- 8.79% |
$56.8K - $62.9K
|
5.47K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-551- 25.87% |
$59.3K - $65.8K
|
1.58K
$183K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-629- 19.39% |
$67.7K - $75.1K
|
2.62K
$304K
|