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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
300New |
$17.5K - $18.8K
|
300
$16.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
270New |
$15.7K - $16.9K
|
270
$15K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250+ 2.72% |
$14.6K - $15.7K
|
9.44K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
250New |
$14.6K - $15.7K
|
250
$13.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
235+ 1.52% |
$13.7K - $14.7K
|
15.7K
$874K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
225New |
$13.1K - $14.1K
|
225
$12.5K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
220+ 4.16% |
$12.8K - $13.8K
|
5.51K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
204+ 1.97% |
$11.9K - $12.8K
|
10.6K
$588K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
196+ 4.06% |
$11.4K - $12.3K
|
5.03K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
185+ 1.08% |
$10.8K - $11.6K
|
17.3K
$963K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
167+ 5.04% |
$9.74K - $10.5K
|
3.48K
$194K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
155+ 3.64% |
$9.04K - $9.73K
|
4.42K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
151+ 0.5% |
$8.81K - $9.48K
|
30.2K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
150+ 1.62% |
$8.75K - $9.41K
|
9.41K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
128+ 100.0% |
$7.46K - $8.03K
|
256
$14.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
128+ 3.97% |
$7.46K - $8.03K
|
3.35K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
120+ 0.93% |
$7K - $7.53K
|
13K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
120+ 1.31% |
$7K - $7.53K
|
9.27K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105+ 2.59% |
$6.12K - $6.59K
|
4.16K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 0.62% |
$5.83K - $6.28K
|
16.2K
$901K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100+ 3.85% |
$5.83K - $6.28K
|
2.7K
$150K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
95+ 1.53% |
$5.54K - $5.96K
|
6.32K
$352K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
89+ 0.56% |
$5.19K - $5.59K
|
16K
$890K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
87+ 0.62% |
$5.07K - $5.46K
|
14.2K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
85+ 2.09% |
$4.96K - $5.33K
|
4.16K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
81+ 0.08% |
$4.72K - $5.08K
|
103K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
81+ 1.79% |
$4.72K - $5.08K
|
4.61K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51+ 0.04% |
$2.97K - $3.2K
|
127K
$7.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 8.47% |
$2.92K - $3.14K
|
640
$35.7K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 143.75% |
$2.68K - $2.89K
|
78
$4.35K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
42+ 0.32% |
$2.45K - $2.64K
|
13.3K
$741K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
42+ 1.21% |
$2.45K - $2.64K
|
3.51K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
41+ 0.48% |
$2.39K - $2.57K
|
8.55K
$476K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
40+ 0.33% |
$2.33K - $2.51K
|
12.3K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40New |
$2.33K - $2.51K
|
40
$2.23K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.26% |
$2.1K - $2.26K
|
13.7K
$763K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
35+ 0.42% |
$2.04K - $2.2K
|
8.39K
$467K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
31+ 0.15% |
$1.81K - $1.95K
|
20.4K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.31% |
$1.81K - $1.95K
|
10.1K
$562K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 0.4% |
$1.81K - $1.95K
|
7.73K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28+ 0.25% |
$1.63K - $1.76K
|
11.1K
$618K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26+ 0.15% |
$1.52K - $1.63K
|
16.8K
$939K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
21+ 0.23% |
$1.22K - $1.32K
|
9K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.15% |
$991 - $1.07K
|
11K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
17+ 0.26% |
$991 - $1.07K
|
6.62K
$369K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
13+ 0.57% |
$758 - $816
|
2.28K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11+ 0.28% |
$642 - $690
|
3.96K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.25% |
$467 - $502
|
3.16K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
7+ 0.04% |
$408 - $439
|
17.3K
$966K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6+ 0.1% |
$350 - $377
|
5.73K
$319K
|