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 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-850- 62.96% |
$49.6K - $53.3K
|
500
$27.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-850- 2.13% |
$49.6K - $53.3K
|
39K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-854- 13.35% |
$49.8K - $53.6K
|
5.54K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-875- 17.21% |
$51K - $54.9K
|
4.21K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-880- 4.83% |
$51.3K - $55.2K
|
17.3K
$966K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-911- 2.4% |
$53.1K - $57.2K
|
37K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-935- 9.66% |
$54.5K - $58.7K
|
8.74K
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-936- 17.21% |
$54.6K - $58.7K
|
4.5K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1K- 66.67% |
$58.3K - $62.8K
|
500
$27.9K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1K- 13.27% |
$58.3K - $62.8K
|
6.54K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.02K- 10.94% |
$59.3K - $63.8K
|
8.28K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 11.51% |
$61.8K - $66.5K
|
8.15K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.08K- 7.15% |
$63K - $67.8K
|
14K
$782K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.13K- 1.03% |
$65.8K - $70.8K
|
109K
$6.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.14K- 5.22% |
$66.4K - $71.5K
|
20.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 3.54% |
$68.2K - $73.4K
|
31.9K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 24.09% |
$70.4K - $75.8K
|
3.8K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.24K- 18.22% |
$72.3K - $77.8K
|
5.56K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.26K- 6.45% |
$73.5K - $79.1K
|
18.3K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.31K- 6.65% |
$76.4K - $82.2K
|
18.4K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 1.8% |
$78.1K - $84.1K
|
73.3K
$4.08M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.46K- 30.61% |
$84.9K - $91.3K
|
3.3K
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 4.31% |
$86.7K - $93.3K
|
33K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.53K- 1.97% |
$88.9K - $95.7K
|
75.7K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.57K- 3.4% |
$91.7K - $98.7K
|
44.6K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.58K- 14.62% |
$92.1K - $99.2K
|
9.23K
$514K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.73K- 14.18% |
$101K - $108K
|
10.5K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.75K- 43.05% |
$102K - $110K
|
2.32K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 13.84% |
$110K - $118K
|
11.7K
$651K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-2.07K- 12.96% |
$121K - $130K
|
13.9K
$774K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.18K- 10.07% |
$127K - $137K
|
19.4K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.19K- 11.53% |
$128K - $137K
|
16.8K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.25K- 21.58% |
$131K - $141K
|
8.19K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.33K- 24.54% |
$136K - $146K
|
7.17K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.35K- 37.67% |
$137K - $147K
|
3.89K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.38K- 41.18% |
$139K - $149K
|
3.4K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.51K- 9.02% |
$146K - $157K
|
25.3K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.56K- 9.39% |
$149K - $160K
|
24.7K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.67K- 23.91% |
$156K - $167K
|
8.49K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.18K- 20.82% |
$185K - $199K
|
12.1K
$674K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.39K- 9.55% |
$198K - $213K
|
32.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.54K- 7.05% |
$207K - $222K
|
46.7K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.63K- 36.51% |
$212K - $228K
|
6.32K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.71K- 41.92% |
$217K - $233K
|
5.15K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.83K- 3.73% |
$223K - $240K
|
98.8K
$5.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.25K- 5.33% |
$248K - $267K
|
75.5K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.39K- 4.7% |
$256K - $275K
|
89K
$4.96M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.53K- 19.85% |
$264K - $285K
|
18.3K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-4.85K- 7.33% |
$283K - $304K
|
61.3K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-5.7K- 17.81% |
$332K - $358K
|
26.3K
$1.47M
|