Purchases and Sales Made in Q2 2025 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
221KNew |
$22M - $26.8M
|
221K
$26.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
153KNew |
$15.1M - $18.5M
|
153K
$18.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
111KNew |
$11M - $13.4M
|
111K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
68KNew |
$6.75M - $8.23M
|
68K
$8.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
29.6KNew |
$2.93M - $3.58M
|
29.6K
$3.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.9KNew |
$2.77M - $3.38M
|
27.9K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.6K+ 570.66% |
$2.34M - $2.85M
|
27.7K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.1KNew |
$2.29M - $2.79M
|
23.1K
$2.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
21.7KNew |
$2.15M - $2.62M
|
21.7K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
19.4KNew |
$1.93M - $2.35M
|
19.4K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
16.4KNew |
$1.63M - $1.99M
|
16.4K
$1.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
16KNew |
$1.59M - $1.94M
|
16K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.7K+ 65.2% |
$1.56M - $1.9M
|
39.8K
$4.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 13.87% |
$1.54M - $1.88M
|
127K
$15.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
14.3KNew |
$1.42M - $1.73M
|
14.3K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
12KNew |
$1.19M - $1.45M
|
12K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11KNew |
$1.09M - $1.33M
|
11K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$1.07M - $1.31M
|
10.8K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.5K+ 36.96% |
$1.04M - $1.27M
|
39K
$4.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9.69K+ 283.58% |
$962K - $1.17M
|
13.1K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.33K+ 28.66% |
$926K - $1.13M
|
41.9K
$5.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.24KNew |
$817K - $996K
|
8.24K
$996K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.59KNew |
$653K - $797K
|
6.59K
$797K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
5.93KNew |
$589K - $718K
|
5.93K
$718K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5.93KNew |
$588K - $717K
|
5.93K
$717K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.92KNew |
$587K - $716K
|
5.92K
$716K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.33K+ 34.63% |
$528K - $644K
|
20.7K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.82K+ 33.07% |
$478K - $583K
|
19.4K
$2.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.79K+ 94.34% |
$475K - $579K
|
9.86K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.64KNew |
$361K - $440K
|
3.64K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.54KNew |
$351K - $428K
|
3.54K
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
3KNew |
$298K - $363K
|
3K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.98K+ 52.84% |
$296K - $361K
|
8.62K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.91KNew |
$288K - $352K
|
2.91K
$352K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
2.6K+ 24.26% |
$258K - $315K
|
13.3K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.35K+ 86.59% |
$233K - $284K
|
5.06K
$613K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.28KNew |
$226K - $276K
|
2.28K
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.28K+ 110.91% |
$226K - $276K
|
4.33K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.98K+ 1.01% |
$196K - $240K
|
198K
$23.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.75KNew |
$173K - $211K
|
1.75K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.72KNew |
$171K - $208K
|
1.72K
$208K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.7KNew |
$169K - $206K
|
1.7K
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.66KNew |
$165K - $201K
|
1.66K
$201K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.61K+ 14.12% |
$160K - $195K
|
13K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.46K+ 1.25% |
$145K - $176K
|
118K
$14.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.26K+ 17.58% |
$125K - $152K
|
8.4K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.25K+ 39.9% |
$124K - $151K
|
4.39K
$531K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.2K+ 17.55% |
$119K - $146K
|
8.06K
$975K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.17K+ 15.16% |
$116K - $141K
|
8.85K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.09KNew |
$109K - $132K
|
1.09K
$132K
|