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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-390- 11.79% |
$29.1K - $33.1K
|
2.92K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-410- 17.75% |
$30.6K - $34.8K
|
1.9K
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-415- 0.26% |
$31K - $35.2K
|
158K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-512- 1.17% |
$38.2K - $43.4K
|
43.4K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-619- 16.6% |
$46.2K - $52.5K
|
3.11K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-619- 4.39% |
$46.2K - $52.5K
|
13.5K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-658- 7.07% |
$49.1K - $55.8K
|
8.64K
$708K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-699- 19.98% |
$52.1K - $59.3K
|
2.8K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-738- 5.18% |
$55.1K - $62.6K
|
13.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-893- 21.16% |
$66.6K - $75.7K
|
3.33K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-945- 11.27% |
$70.5K - $80.1K
|
7.44K
$609K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 48.39% |
$83K - $94.4K
|
1.19K
$97.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.14K- 3.68% |
$84.7K - $96.3K
|
29.8K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.16K- 3.08% |
$86.6K - $98.5K
|
36.5K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 5.97% |
$96.9K - $110K
|
20.5K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.47K- 2.41% |
$110K - $125K
|
59.3K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.54K- 15.83% |
$115K - $130K
|
8.17K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.95K- 8.77% |
$145K - $165K
|
20.3K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.15K- 30.45% |
$160K - $182K
|
4.91K
$403K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.21K- 0.4% |
$165K - $187K
|
554K
$45.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.46K- 12.01% |
$183K - $208K
|
18K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.98K- 1.75% |
$222K - $252K
|
167K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.24K- 4.2% |
$242K - $275K
|
73.9K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 59.7% |
$298K - $339K
|
2.7K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-4.02K- 3.24% |
$300K - $341K
|
120K
$9.83M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-4.06K- 3.45% |
$303K - $344K
|
114K
$9.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.87K- 2.03% |
$363K - $413K
|
235K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.16K- 1.1% |
$385K - $438K
|
464K
$38.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.08K- 87.39% |
$528K - $601K
|
1.02K
$83.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.56K- 73.23% |
$564K - $641K
|
2.77K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.76K- 4.77% |
$654K - $743K
|
175K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.2K- 0.78% |
$838K - $952K
|
1.43M
$117M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.6K- 79.48% |
$1.02M - $1.16M
|
3.52K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-14.7K- 12.95% |
$1.1M - $1.25M
|
99.1K
$8.12M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.2K- 4.41% |
$3.75M - $4.26M
|
1.09M
$89.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-103K- 98.73% |
$7.65M - $8.7M
|
1.32K
$108K
|