Purchases and Sales Made in Q2 2025 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49.9K+ 18.51% |
$3.44M - $4.27M
|
319K
$28.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9.3K+ 26.33% |
$641K - $796K
|
44.6K
$3.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.75K+ 182.21% |
$396K - $492K
|
8.9K
$787K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.73K+ 17.1% |
$326K - $405K
|
32.4K
$2.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.2K+ 62.54% |
$290K - $360K
|
10.9K
$966K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.68KNew |
$254K - $315K
|
3.68K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.99K+ 9.78% |
$206K - $256K
|
33.5K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.84KNew |
$195K - $243K
|
2.84K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.73KNew |
$188K - $233K
|
2.73K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.55K+ 4.21% |
$176K - $219K
|
63.2K
$5.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
950New |
$65.5K - $81.3K
|
950
$84K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
900New |
$62K - $77K
|
900
$79.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
867+ 3.8% |
$59.7K - $74.2K
|
23.7K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
624+ 20.56% |
$43K - $53.4K
|
3.66K
$324K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
569+ 4.45% |
$39.2K - $48.7K
|
13.4K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
539+ 64.71% |
$37.1K - $46.1K
|
1.37K
$121K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
363New |
$25K - $31.1K
|
363
$32.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
234+ 4.87% |
$16.1K - $20K
|
5.04K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
213+ 3.64% |
$14.7K - $18.2K
|
6.06K
$536K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
195+ 5.95% |
$13.4K - $16.7K
|
3.47K
$307K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
156+ 1.41% |
$10.7K - $13.4K
|
11.2K
$993K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 5.81% |
$10.3K - $12.8K
|
2.73K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
144+ 3.93% |
$9.92K - $12.3K
|
3.81K
$337K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
113+ 41.85% |
$7.79K - $9.67K
|
383
$33.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.2% |
$620 - $770
|
4.49K
$397K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.21% |
$413 - $514
|
2.85K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.29% |
$68.9 - $85.6
|
340
$30.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$68.9 - $85.6
|
623
$55.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$68.9 - $85.6
|
529
$46.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 2.85% |
$2K - $2.48K
|
989
$87.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-31- 0.44% |
$2.14K - $2.65K
|
6.95K
$615K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 0.89% |
$2.55K - $3.17K
|
4.12K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-38- 0.54% |
$2.62K - $3.25K
|
6.99K
$618K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-113- 0.35% |
$7.79K - $9.67K
|
31.8K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-302- 7.93% |
$20.8K - $25.9K
|
3.51K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-331- 5.16% |
$22.8K - $28.3K
|
6.08K
$538K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-394- 13.05% |
$27.1K - $33.7K
|
2.63K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-413- 5.84% |
$28.5K - $35.4K
|
6.66K
$589K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-483- 6.1% |
$33.3K - $41.3K
|
7.44K
$658K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-501- 15.73% |
$34.5K - $42.9K
|
2.68K
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-545- 3.72% |
$37.6K - $46.7K
|
14.1K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-553- 1.58% |
$38.1K - $47.3K
|
34.4K
$3.04M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-703- 54.79% |
$48.4K - $60.2K
|
580
$51.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.14K- 19.8% |
$78.4K - $97.4K
|
4.61K
$408K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.15K- 0.73% |
$78.9K - $98K
|
157K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.22K- 14.87% |
$84.2K - $105K
|
7K
$619K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.23K- 59.96% |
$85K - $106K
|
824
$72.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.24K- 1.25% |
$85.1K - $106K
|
97.9K
$8.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.75K- 38.17% |
$121K - $150K
|
2.84K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.07K- 42.09% |
$142K - $177K
|
2.85K
$252K
|