Purchases and Sales Made in Q1 2025 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
103K+ 7755.03% |
$7.65M - $8.7M
|
104K
$8.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
32.3K+ 1248.13% |
$2.41M - $2.74M
|
34.9K
$2.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.1K+ 75.02% |
$976K - $1.11M
|
30.5K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.22KNew |
$613K - $697K
|
8.22K
$638K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7.93K+ 3.03% |
$592K - $673K
|
270K
$20.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$478K - $544K
|
6.41K
$498K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.1KNew |
$231K - $263K
|
3.1K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
833New |
$62.1K - $70.6K
|
833
$64.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
550+ 17.14% |
$41K - $46.6K
|
3.76K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
414+ 9.44% |
$30.9K - $35.1K
|
4.8K
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
399+ 15.14% |
$29.8K - $33.8K
|
3.04K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
126+ 100.8% |
$9.4K - $10.7K
|
251
$19.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.21% |
$448 - $509
|
2.84K
$221K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$298 - $339
|
7.08K
$550K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$149 - $170
|
622
$48.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.3% |
$74.6 - $84.8
|
339
$26.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$74.6 - $84.8
|
302
$23.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-120- 3.17% |
$8.95K - $10.2K
|
3.67K
$285K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-163- 2.58% |
$12.2K - $13.8K
|
6.16K
$478K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-415- 0.26% |
$31K - $35.2K
|
158K
$12.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-103K- 98.73% |
$7.65M - $8.7M
|
1.32K
$103K
|