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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
485KNew |
$36.2M - $41.1M
|
485K
$39.7M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
126KNew |
$9.37M - $10.7M
|
126K
$10.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
103K+ 7755.03% |
$7.65M - $8.7M
|
104K
$8.52M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
78.1K+ 57.23% |
$5.83M - $6.62M
|
215K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
70.3K+ 4.52% |
$5.25M - $5.97M
|
1.63M
$133M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63.6K+ 177.67% |
$4.74M - $5.39M
|
99.4K
$8.14M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.1K+ 50.43% |
$3.88M - $4.42M
|
155K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.8K+ 4.7% |
$3.19M - $3.63M
|
953K
$78.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.6KNew |
$2.43M - $2.76M
|
32.6K
$2.67M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
32.3K+ 1248.13% |
$2.41M - $2.74M
|
34.9K
$2.86M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.5K+ 81.91% |
$2.13M - $2.42M
|
63.3K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.5K+ 6.16% |
$2.12M - $2.41M
|
491K
$40.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.6K+ 726.81% |
$1.91M - $2.17M
|
29.1K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 5.71% |
$1.85M - $2.11M
|
459K
$37.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
22.9KNew |
$1.71M - $1.95M
|
22.9K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.6KNew |
$1.46M - $1.66M
|
19.6K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 6.79% |
$1.35M - $1.53M
|
285K
$23.3M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
16.5KNew |
$1.23M - $1.4M
|
16.5K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.4KNew |
$996K - $1.13M
|
13.4K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.1K+ 75.02% |
$976K - $1.11M
|
30.5K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
9.68K+ 8.29% |
$722K - $821K
|
126K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.54KNew |
$637K - $724K
|
8.54K
$700K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.22KNew |
$613K - $697K
|
8.22K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.11K+ 2.08% |
$605K - $688K
|
398K
$32.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7.93K+ 3.03% |
$592K - $673K
|
270K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.82KNew |
$509K - $578K
|
6.82K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.82K+ 1.75% |
$508K - $578K
|
397K
$32.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$478K - $544K
|
6.41K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.07K+ 50.09% |
$453K - $515K
|
18.2K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.65KNew |
$422K - $479K
|
5.65K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.38K+ 3.53% |
$401K - $456K
|
158K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.24K+ 61.99% |
$391K - $444K
|
13.7K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.59KNew |
$342K - $389K
|
4.59K
$376K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.44KNew |
$332K - $377K
|
4.44K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.42K+ 6.72% |
$330K - $375K
|
70.1K
$5.75M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.57KNew |
$266K - $303K
|
3.57K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.28KNew |
$244K - $278K
|
3.28K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.22KNew |
$240K - $273K
|
3.22K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.15KNew |
$235K - $267K
|
3.15K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.1KNew |
$231K - $263K
|
3.1K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.02KNew |
$225K - $256K
|
3.02K
$248K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.6KNew |
$194K - $221K
|
2.6K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38K+ 44.96% |
$178K - $202K
|
7.68K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.35K+ 15.4% |
$176K - $200K
|
17.6K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.35K+ 53.71% |
$175K - $199K
|
6.72K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.33K+ 43.72% |
$174K - $197K
|
7.65K
$627K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.76K+ 23.49% |
$131K - $149K
|
9.24K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 2.79% |
$123K - $139K
|
60.6K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.54K+ 21.13% |
$115K - $131K
|
8.84K
$724K
|