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 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.12% |
$350 - $377
|
4.81K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
6+ 0.15% |
$350 - $377
|
4.05K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5+ 0.12% |
$292 - $314
|
4.02K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.06% |
$233 - $251
|
6.91K
$385K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.22% |
$233 - $251
|
1.84K
$103K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4+ 0.08% |
$233 - $251
|
4.89K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.3% |
$175 - $188
|
1.02K
$56.7K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$117 - $126
|
2
$111
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.25% |
$117 - $126
|
799
$44.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.01% |
$117 - $126
|
14.4K
$802K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$117 - $126
|
8.79K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.18% |
$58.3 - $62.8
|
560
$31.2K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 0.2% |
$58.3 - $62.8
|
510
$28.4K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.94% |
$58.3 - $62.8
|
107
$5.96K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$58.3 - $62.8
|
303
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$58.3 - $62.8
|
468
$26.1K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.01% |
$58.3 - $62.8
|
13.9K
$773K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$58.3 - $62.8
|
1
$55.7
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-5- 0.02% |
$292 - $314
|
20.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8- 0.05% |
$467 - $502
|
16.4K
$913K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 0.88% |
$700 - $753
|
1.35K
$75.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.47% |
$816 - $879
|
2.95K
$165K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-15- 0.2% |
$875 - $941
|
7.67K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-37- 3.08% |
$2.16K - $2.32K
|
1.16K
$64.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-40- 0.32% |
$2.33K - $2.51K
|
12.7K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-44- 0.19% |
$2.57K - $2.76K
|
22.8K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-45- 0.2% |
$2.62K - $2.82K
|
22K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-49- 0.91% |
$2.86K - $3.08K
|
5.35K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-67- 1.92% |
$3.91K - $4.2K
|
3.43K
$191K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-70- 63.64% |
$4.08K - $4.39K
|
40
$2.23K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-74- 1.18% |
$4.32K - $4.64K
|
6.2K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-74- 0.47% |
$4.32K - $4.64K
|
15.6K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-80- 23.19% |
$4.67K - $5.02K
|
265
$14.8K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-84- 2.35% |
$4.9K - $5.27K
|
3.5K
$195K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-96- 0.33% |
$5.6K - $6.02K
|
29.1K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 2.67% |
$5.83K - $6.28K
|
3.65K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-107- 0.41% |
$6.24K - $6.72K
|
25.8K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-113- 1.81% |
$6.59K - $7.09K
|
6.12K
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-128- 50.0% |
$7.46K - $8.03K
|
128
$7.13K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-147- 1.77% |
$8.57K - $9.23K
|
8.16K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-150- 2.85% |
$8.75K - $9.41K
|
5.11K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-152- 1.07% |
$8.86K - $9.54K
|
14K
$782K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-167- 0.54% |
$9.74K - $10.5K
|
30.9K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-179- 2.83% |
$10.4K - $11.2K
|
6.14K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-180- 0.88% |
$10.5K - $11.3K
|
20.2K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-184- 2.85% |
$10.7K - $11.5K
|
6.28K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-185- 4.82% |
$10.8K - $11.6K
|
3.65K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-192- 0.14% |
$11.2K - $12K
|
134K
$7.48M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-201- 0.35% |
$11.7K - $12.6K
|
56.8K
$3.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-203- 5.62% |
$11.8K - $12.7K
|
3.41K
$190K
|