Purchases and Sales Made in Q1 2025 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) 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 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
191K+ 2375.13% |
$11.1M - $12M
|
199K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
173K+ 104.36% |
$10.1M - $10.9M
|
340K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
168K+ 12.98% |
$9.8M - $10.5M
|
1.46M
$81.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
162K+ 34.55% |
$9.44M - $10.2M
|
631K
$35.1M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
129KNew |
$7.54M - $8.11M
|
129K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
129KNew |
$7.54M - $8.11M
|
129K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
100KNew |
$5.84M - $6.28M
|
100K
$5.58M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
87.5K+ 2706.87% |
$5.1M - $5.49M
|
90.7K
$5.06M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.1K+ 4.86% |
$4.49M - $4.84M
|
1.66M
$92.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
53.8K+ 1471.42% |
$3.13M - $3.37M
|
57.4K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
51.3KNew |
$2.99M - $3.22M
|
51.3K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.2K+ 4.83% |
$2.81M - $3.03M
|
1.05M
$58.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.9K+ 218.97% |
$2.38M - $2.57M
|
59.6K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36.7K+ 18738.78% |
$2.14M - $2.31M
|
36.9K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.5K+ 21.8% |
$1.95M - $2.1M
|
187K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.8K+ 6.69% |
$1.85M - $1.99M
|
506K
$28.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.4K+ 7.6% |
$1.54M - $1.66M
|
374K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.3K+ 3.59% |
$1.53M - $1.65M
|
759K
$42.3M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.1KNew |
$1.23M - $1.33M
|
21.1K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.3K+ 40.45% |
$1.01M - $1.09M
|
60.1K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.7KNew |
$915K - $985K
|
15.7K
$874K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.9KNew |
$812K - $874K
|
13.9K
$776K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
13.6K+ 3.57% |
$792K - $852K
|
393K
$21.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 24.33% |
$730K - $785K
|
64K
$3.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.7K+ 23.49% |
$626K - $674K
|
56.4K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2K+ 202.72% |
$595K - $641K
|
15.2K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$498K - $536K
|
8.55K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.42K+ 88.13% |
$433K - $465K
|
15.8K
$882K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.25KNew |
$423K - $455K
|
7.25K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.64KNew |
$329K - $354K
|
5.64K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.47KNew |
$319K - $343K
|
5.47K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.39K+ 52.92% |
$314K - $338K
|
15.6K
$867K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.23KNew |
$305K - $328K
|
5.23K
$291K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.15KNew |
$300K - $323K
|
5.15K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.13K+ 44.74% |
$299K - $322K
|
16.6K
$924K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$268K - $288K
|
4.6K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.49K+ 27.45% |
$262K - $282K
|
20.8K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.46K+ 4.54% |
$260K - $280K
|
103K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.37KNew |
$255K - $274K
|
4.37K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
4.06K+ 6.32% |
$237K - $255K
|
68.2K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.05K+ 5.71% |
$236K - $254K
|
75K
$4.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.97KNew |
$232K - $249K
|
3.97K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.89KNew |
$227K - $244K
|
3.89K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.75KNew |
$219K - $236K
|
3.75K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.73KNew |
$217K - $234K
|
3.73K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.66KNew |
$213K - $229K
|
3.66K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.6KNew |
$210K - $226K
|
3.6K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 32.42% |
$210K - $226K
|
14.7K
$818K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.56K+ 16.02% |
$207K - $223K
|
25.7K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.48KNew |
$203K - $218K
|
3.48K
$194K
|