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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-645- 1.67% |
$69.5K - $77K
|
37.9K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-654- 24.64% |
$70.4K - $78.1K
|
2K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-719- 7.3% |
$77.4K - $85.8K
|
9.13K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-794- 22.2% |
$85.5K - $94.8K
|
2.78K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-815- 14.81% |
$87.8K - $97.3K
|
4.69K
$545K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-879- 7.58% |
$94.7K - $105K
|
10.7K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-902- 24.53% |
$97.1K - $108K
|
2.78K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-903- 11.78% |
$97.2K - $108K
|
6.76K
$786K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-912- 3.74% |
$98.2K - $109K
|
23.5K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-959- 6.8% |
$103K - $114K
|
13.1K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.06K- 3.01% |
$114K - $127K
|
34.2K
$3.97M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 7.66% |
$115K - $128K
|
12.9K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.11K- 37.97% |
$120K - $133K
|
1.82K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.14K- 1.01% |
$123K - $136K
|
112K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.17KClosed |
$126K - $139K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.22K- 1.02% |
$131K - $146K
|
118K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.26K- 11.64% |
$135K - $150K
|
9.52K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.33K- 6.17% |
$143K - $159K
|
20.2K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.39K- 29.08% |
$150K - $166K
|
3.39K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 22.83% |
$159K - $176K
|
4.99K
$579K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.57K- 4.29% |
$169K - $187K
|
35K
$4.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.6K- 29.9% |
$172K - $191K
|
3.75K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.93K- 6.99% |
$208K - $230K
|
25.7K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.97K- 30.97% |
$213K - $236K
|
4.4K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.04K- 18.1% |
$220K - $243K
|
9.23K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.44K- 37.18% |
$263K - $292K
|
4.13K
$479K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.45K- 30.94% |
$264K - $293K
|
5.47K
$636K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.51K- 42.33% |
$270K - $299K
|
3.42K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.82K- 14.87% |
$303K - $336K
|
16.1K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.98K- 3.25% |
$320K - $355K
|
88.5K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.56K- 10.83% |
$383K - $425K
|
29.3K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.53K- 4.95% |
$487K - $540K
|
87K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.87K- 56.1% |
$739K - $819K
|
5.37K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-7.38K- 21.23% |
$795K - $881K
|
27.4K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.54K- 53.06% |
$1.03M - $1.14M
|
8.43K
$980K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.5K- 74.5% |
$1.45M - $1.61M
|
4.62K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.7K- 2.56% |
$1.8M - $1.99M
|
636K
$73.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.5K- 27.27% |
$2.85M - $3.16M
|
70.6K
$8.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31K- 18.44% |
$3.34M - $3.7M
|
137K
$15.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-34K- 94.56% |
$3.67M - $4.06M
|
1.96K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-35.8K- 93.16% |
$3.85M - $4.27M
|
2.63K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.3K- 52.7% |
$3.9M - $4.33M
|
32.5K
$3.78M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-43K- 60.21% |
$4.63M - $5.14M
|
28.4K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-44.8K- 88.55% |
$4.82M - $5.35M
|
5.79K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-60.5K- 89.8% |
$6.52M - $7.23M
|
6.88K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-73.8K- 3.88% |
$7.95M - $8.81M
|
1.83M
$213M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-80.8K- 94.67% |
$8.7M - $9.64M
|
4.55K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-133K- 96.61% |
$14.3M - $15.8M
|
4.65K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-142K- 8.37% |
$15.3M - $17M
|
1.56M
$181M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-159K- 66.38% |
$17.1M - $19M
|
80.6K
$9.36M
|