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 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.39KNew |
$198K - $213K
|
3.39K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.37KNew |
$197K - $212K
|
3.37K
$188K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.34KNew |
$195K - $210K
|
3.34K
$186K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.33KNew |
$194K - $209K
|
3.33K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.32KNew |
$194K - $209K
|
3.32K
$185K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.3KNew |
$192K - $207K
|
3.3K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.3KNew |
$192K - $207K
|
3.3K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.19K+ 11.63% |
$186K - $200K
|
30.6K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.87K+ 23.42% |
$167K - $180K
|
15.1K
$842K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.72K+ 0.89% |
$159K - $171K
|
310K
$17.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.71K+ 135400.0% |
$158K - $170K
|
2.71K
$151K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.54K+ 74.25% |
$148K - $159K
|
5.96K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.39K+ 5.22% |
$140K - $150K
|
48.2K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.33K+ 29.15% |
$136K - $146K
|
10.3K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.26KNew |
$132K - $142K
|
2.26K
$126K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.09K+ 1263.64% |
$122K - $131K
|
2.25K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.05KNew |
$120K - $129K
|
2.05K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.7KNew |
$99.1K - $107K
|
1.7K
$94.7K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.63K+ 17.66% |
$94.9K - $102K
|
10.8K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.62K+ 6.53% |
$94.5K - $102K
|
26.4K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.41KNew |
$82.2K - $88.5K
|
1.41K
$78.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.32K+ 23.86% |
$77.2K - $83K
|
6.87K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 2.46% |
$75.4K - $81.1K
|
54K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.23K+ 67.4% |
$71.7K - $77.2K
|
3.06K
$170K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.23K+ 8.52% |
$71.5K - $76.9K
|
15.6K
$870K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.2K+ 21.88% |
$70K - $75.3K
|
6.69K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.19K+ 4.95% |
$69.3K - $74.6K
|
25.2K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.16K+ 1.03% |
$67.4K - $72.6K
|
113K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.04KNew |
$60.6K - $65.2K
|
1.04K
$57.9K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
958+ 4.42% |
$55.9K - $60.1K
|
22.6K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
943+ 192.06% |
$55K - $59.2K
|
1.43K
$79.9K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
900+ 2.97% |
$52.5K - $56.5K
|
31.3K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
850+ 5.33% |
$49.6K - $53.3K
|
16.8K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
845+ 21.08% |
$49.3K - $53K
|
4.85K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
757+ 17.65% |
$44.1K - $47.5K
|
5.05K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
750+ 126.48% |
$43.7K - $47.1K
|
1.34K
$74.8K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
741+ 4.35% |
$43.2K - $46.5K
|
17.8K
$991K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
710+ 5.17% |
$41.4K - $44.6K
|
14.4K
$804K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
640+ 407.64% |
$37.3K - $40.2K
|
797
$44.4K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
639+ 4.45% |
$37.3K - $40.1K
|
15K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
623+ 15.21% |
$36.3K - $39.1K
|
4.72K
$263K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
600New |
$35K - $37.7K
|
600
$33.4K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
541+ 11.55% |
$31.6K - $34K
|
5.23K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
515+ 14.1% |
$30K - $32.3K
|
4.17K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
503+ 4.42% |
$29.3K - $31.6K
|
11.9K
$662K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
501+ 60.0% |
$29.2K - $31.4K
|
1.34K
$74.4K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
419+ 1.75% |
$24.4K - $26.3K
|
24.4K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
347New |
$20.2K - $21.8K
|
347
$19.3K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
340+ 1133.33% |
$19.8K - $21.3K
|
370
$20.6K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
340+ 0.59% |
$19.8K - $21.3K
|
58.4K
$3.25M
|