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 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.71K- 4.32% |
$333K - $358K
|
126K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.81K- 13.92% |
$339K - $364K
|
35.9K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.01K- 9.46% |
$350K - $377K
|
57.5K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.1K- 41.76% |
$356K - $383K
|
8.51K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-6.21K- 6.88% |
$362K - $390K
|
84.1K
$4.69M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.34K- 23.85% |
$369K - $398K
|
20.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.55K- 2.05% |
$382K - $411K
|
314K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.59K- 61.93% |
$384K - $413K
|
4.05K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-6.76K- 22.48% |
$394K - $424K
|
23.3K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.36K- 49.81% |
$429K - $462K
|
7.42K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.4KClosed |
$432K - $464K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.98K- 25.8% |
$465K - $501K
|
22.9K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.37K- 14.93% |
$488K - $525K
|
47.7K
$2.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.44K- 53.31% |
$492K - $530K
|
7.39K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-8.99K- 69.03% |
$524K - $564K
|
4.03K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.3K- 37.51% |
$603K - $649K
|
17.2K
$960K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.8K- 49.37% |
$630K - $677K
|
11.1K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.8K- 12.27% |
$630K - $678K
|
77.2K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10.8K- 1.12% |
$631K - $679K
|
957K
$53.3M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-12.6K- 37.01% |
$737K - $793K
|
21.5K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13K- 4.05% |
$760K - $817K
|
308K
$17.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2K- 10.64% |
$769K - $828K
|
111K
$6.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-14.1K- 96.32% |
$820K - $883K
|
538
$30K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.2K- 57.29% |
$886K - $953K
|
11.3K
$631K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-16K- 16.19% |
$933K - $1M
|
82.8K
$4.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-17.6K- 35.41% |
$1.03M - $1.1M
|
32.1K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.7K- 10.75% |
$1.09M - $1.17M
|
155K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-30.4K- 52.67% |
$1.77M - $1.91M
|
27.3K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-43.3K- 14.36% |
$2.52M - $2.72M
|
258K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-46.7K- 65.76% |
$2.72M - $2.93M
|
24.3K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-58.5K- 4.27% |
$3.41M - $3.67M
|
1.31M
$73.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-64.6K- 95.23% |
$3.77M - $4.05M
|
3.23K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-65.7K- 28.52% |
$3.83M - $4.12M
|
165K
$9.17M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.7K- 5.73% |
$3.95M - $4.25M
|
1.11M
$62M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.7K- 3.21% |
$4.12M - $4.44M
|
2.13M
$119M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-71.1K- 67.79% |
$4.15M - $4.46M
|
33.8K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75.1K- 45.12% |
$4.38M - $4.71M
|
91.3K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 91.08% |
$6.43M - $6.92M
|
10.8K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-197K- 10.3% |
$11.5M - $12.4M
|
1.71M
$95.5M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-267K- 92.75% |
$15.6M - $16.8M
|
20.9K
$1.16M
|