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
|
Investmark Advisory Group LLC
|
BUY
|
- |
16+ 0.26% |
$1.19K - $1.36K
|
6.15K
$504K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.22% |
$746 - $848
|
4.48K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.21% |
$448 - $509
|
2.84K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.22% |
$373 - $424
|
2.27K
$186K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$298 - $339
|
7.08K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.08% |
$224 - $254
|
3.88K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.02% |
$149 - $170
|
9.16K
$751K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.28% |
$149 - $170
|
712
$58.3K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2+ 0.28% |
$149 - $170
|
707
$57.9K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.31% |
$149 - $170
|
643
$52.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$149 - $170
|
2.89K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
2+ 0.03% |
$149 - $170
|
5.86K
$480K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$149 - $170
|
622
$51K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$74.6 - $84.8
|
302
$24.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$74.6 - $84.8
|
4.65K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.3% |
$74.6 - $84.8
|
339
$27.8K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$74.6 - $84.8
|
250
$20.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$74.6 - $84.8
|
528
$43.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.03% |
$74.6 - $84.8
|
3.18K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$74.6 - $84.8
|
1
$81.9
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-20- 0.97% |
$1.49K - $1.7K
|
2.05K
$168K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-37- 0.1% |
$2.76K - $3.14K
|
35.3K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-60- 5.02% |
$4.48K - $5.09K
|
1.14K
$93.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-61- 1.75% |
$4.55K - $5.17K
|
3.42K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-65- 2.07% |
$4.85K - $5.51K
|
3.08K
$252K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-66- 1.91% |
$4.92K - $5.6K
|
3.39K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-90- 3.36% |
$6.71K - $7.63K
|
2.59K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-94- 4.3% |
$7.01K - $7.97K
|
2.09K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-95- 0.33% |
$7.09K - $8.06K
|
28.5K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-96- 2.26% |
$7.16K - $8.14K
|
4.16K
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-99- 50.0% |
$7.39K - $8.4K
|
99
$8.11K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-107- 6.01% |
$7.98K - $9.07K
|
1.67K
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-108- 34.29% |
$8.06K - $9.16K
|
207
$17K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-120- 3.17% |
$8.95K - $10.2K
|
3.67K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123Closed |
$9.18K - $10.4K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-135- 0.42% |
$10.1K - $11.4K
|
31.9K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-146- 0.22% |
$10.9K - $12.4K
|
67.1K
$5.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-154- 0.74% |
$11.5K - $13.1K
|
20.7K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-156- 2.54% |
$11.6K - $13.2K
|
5.99K
$491K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-163- 2.58% |
$12.2K - $13.8K
|
6.16K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-181- 1.43% |
$13.5K - $15.4K
|
12.5K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-184- 3.35% |
$13.7K - $15.6K
|
5.31K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-198- 0.62% |
$14.8K - $16.8K
|
31.9K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-200- 50.0% |
$14.9K - $17K
|
200
$16.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-202- 2.49% |
$15.1K - $17.1K
|
7.92K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 9.51% |
$15.7K - $17.9K
|
2.01K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-215- 6.47% |
$16K - $18.2K
|
3.11K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-335- 6.47% |
$25K - $28.4K
|
4.84K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-340- 2.49% |
$25.4K - $28.8K
|
13.3K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-380- 3.32% |
$28.3K - $32.2K
|
11.1K
$907K
|