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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.52K+ 17.41% |
$113K - $129K
|
10.2K
$838K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 2.74% |
$107K - $122K
|
53.8K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.36K+ 2.21% |
$102K - $116K
|
62.9K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.34K+ 14.79% |
$100K - $114K
|
10.4K
$852K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.28KNew |
$95.7K - $109K
|
1.28K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 4.76% |
$88.6K - $101K
|
26.1K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.18K+ 20.13% |
$87.8K - $99.8K
|
7.02K
$575K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.17K+ 17.44% |
$87.1K - $99K
|
7.86K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.16K+ 22.11% |
$86.6K - $98.5K
|
6.41K
$525K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.14K+ 9.77% |
$85K - $96.6K
|
12.8K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13K+ 6.16% |
$84.6K - $96.2K
|
19.5K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
833New |
$62.1K - $70.6K
|
833
$68.3K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
790+ 3.34% |
$58.9K - $67K
|
24.5K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
750New |
$55.9K - $63.6K
|
750
$61.5K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
644New |
$48K - $54.6K
|
644
$52.8K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
608+ 18.99% |
$45.4K - $51.6K
|
3.81K
$312K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
560+ 154.27% |
$41.8K - $47.5K
|
923
$75.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
550+ 17.14% |
$41K - $46.6K
|
3.76K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
427+ 13.11% |
$31.9K - $36.2K
|
3.69K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
414+ 9.44% |
$30.9K - $35.1K
|
4.8K
$393K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
399+ 15.14% |
$29.8K - $33.8K
|
3.04K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
382+ 4.73% |
$28.5K - $32.4K
|
8.47K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
314+ 0.7% |
$23.4K - $26.6K
|
45.4K
$3.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$22.4K - $25.4K
|
300
$24.6K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
300+ 85.71% |
$22.4K - $25.4K
|
650
$53.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
275+ 9.52% |
$20.5K - $23.3K
|
3.16K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
237+ 7.24% |
$17.7K - $20.1K
|
3.51K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
204+ 0.9% |
$15.2K - $17.3K
|
22.8K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
186+ 0.79% |
$13.9K - $15.8K
|
23.8K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
186+ 0.19% |
$13.9K - $15.8K
|
101K
$8.24M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
165New |
$12.3K - $14K
|
165
$13.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
130+ 2.31% |
$9.7K - $11K
|
5.75K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
127+ 1.54% |
$9.47K - $10.8K
|
8.37K
$686K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
126+ 100.8% |
$9.4K - $10.7K
|
251
$20.6K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
126New |
$9.4K - $10.7K
|
126
$10.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
126+ 56.0% |
$9.4K - $10.7K
|
351
$28.8K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$7.46K - $8.48K
|
100
$8.19K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$7.39K - $8.4K
|
99
$8.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
99+ 100.0% |
$7.39K - $8.4K
|
198
$16.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
76+ 1.32% |
$5.67K - $6.45K
|
5.85K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
57New |
$4.25K - $4.83K
|
57
$4.67K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 11.63% |
$4.1K - $4.66K
|
528
$43.3K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
51+ 0.74% |
$3.8K - $4.33K
|
6.98K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 5.71% |
$3.66K - $4.16K
|
907
$74.3K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
41New |
$3.06K - $3.48K
|
41
$3.36K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
30New |
$2.24K - $2.54K
|
30
$2.46K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
28+ 0.23% |
$2.09K - $2.37K
|
12.1K
$990K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27+ 1.2% |
$2.01K - $2.29K
|
2.28K
$187K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 0.17% |
$1.86K - $2.12K
|
14.7K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
19+ 0.63% |
$1.42K - $1.61K
|
3.02K
$247K
|