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 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-215- 13.83% |
$12.5K - $13.5K
|
1.34K
$74.7K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-225- 1.67% |
$13.1K - $14.1K
|
13.3K
$739K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-225- 2.79% |
$13.1K - $14.1K
|
7.84K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-226- 5.69% |
$13.2K - $14.2K
|
3.74K
$209K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-232- 0.57% |
$13.5K - $14.6K
|
40.4K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-237- 0.98% |
$13.8K - $14.9K
|
23.9K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-245- 1.51% |
$14.3K - $15.4K
|
16K
$890K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-253- 2.78% |
$14.8K - $15.9K
|
8.86K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-256- 4.5% |
$14.9K - $16.1K
|
5.44K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-265- 1.34% |
$15.5K - $16.6K
|
19.5K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-269- 1.02% |
$15.7K - $16.9K
|
26.1K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-278- 1.79% |
$16.2K - $17.4K
|
15.2K
$850K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-293- 52.32% |
$17.1K - $18.4K
|
267
$14.9K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-300- 16.51% |
$17.5K - $18.8K
|
1.52K
$84.5K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-325- 36.31% |
$19K - $20.4K
|
570
$31.8K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-334- 5.8% |
$19.5K - $21K
|
5.43K
$302K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-336- 3.02% |
$19.6K - $21.1K
|
10.8K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-349- 3.49% |
$20.4K - $21.9K
|
9.66K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-375- 8.0% |
$21.9K - $23.5K
|
4.31K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-387- 7.19% |
$22.6K - $24.3K
|
5K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-410- 3.89% |
$23.9K - $25.7K
|
10.1K
$565K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-415- 6.82% |
$24.2K - $26K
|
5.67K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-433- 2.3% |
$25.3K - $27.2K
|
18.4K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-439- 13.36% |
$25.6K - $27.6K
|
2.85K
$159K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-445- 7.39% |
$26K - $27.9K
|
5.58K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-491- 73.07% |
$28.6K - $30.8K
|
181
$10.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-494- 16.08% |
$28.8K - $31K
|
2.58K
$144K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-499- 32.96% |
$29.1K - $31.3K
|
1.02K
$56.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-500- 4.76% |
$29.2K - $31.4K
|
10K
$558K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-525- 77.78% |
$30.6K - $32.9K
|
150
$8.36K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-554- 2.82% |
$32.3K - $34.8K
|
19.1K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-571- 2.46% |
$33.3K - $35.8K
|
22.6K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-574- 1.04% |
$33.5K - $36K
|
54.4K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-585- 6.17% |
$34.1K - $36.7K
|
8.9K
$496K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-602- 3.23% |
$35.1K - $37.8K
|
18.1K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-605- 11.53% |
$35.3K - $38K
|
4.64K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-659- 70.18% |
$38.4K - $41.4K
|
280
$15.6K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-664- 2.2% |
$38.7K - $41.7K
|
29.6K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-670- 6.31% |
$39.1K - $42K
|
9.95K
$554K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-706- 1.58% |
$41.2K - $44.3K
|
44.1K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-715- 7.22% |
$41.7K - $44.9K
|
9.19K
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-724- 4.96% |
$42.2K - $45.4K
|
13.9K
$772K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-732- 5.22% |
$42.7K - $45.9K
|
13.3K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-758- 6.86% |
$44.2K - $47.6K
|
10.3K
$573K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-776- 2.21% |
$45.3K - $48.7K
|
34.4K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-780- 18.2% |
$45.5K - $49K
|
3.51K
$195K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-786- 1.42% |
$45.8K - $49.3K
|
54.6K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-815- 3.96% |
$47.5K - $51.1K
|
19.8K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-825- 14.77% |
$48.1K - $51.8K
|
4.76K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-844- 1.07% |
$49.2K - $53K
|
77.9K
$4.34M
|