Purchases and Sales Made in Q2 2025 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.92M+ 6342.22% |
$103M - $115M
|
1.95M
$117M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
152K+ 725.81% |
$8.18M - $9.12M
|
172K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
134K+ 1032.21% |
$7.25M - $8.08M
|
147K
$8.84M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131K+ 45.21% |
$7.08M - $7.89M
|
421K
$25.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
103K+ 488.28% |
$5.57M - $6.21M
|
124K
$7.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
71.9KNew |
$3.88M - $4.33M
|
71.9K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71.8KNew |
$3.87M - $4.32M
|
71.8K
$4.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
56.6K+ 5566.37% |
$3.06M - $3.41M
|
57.6K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.2K+ 15.65% |
$2.6M - $2.9M
|
356K
$21.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
39.9KNew |
$2.15M - $2.4M
|
39.9K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.8K+ 51.07% |
$2.15M - $2.39M
|
118K
$7.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.9K+ 4.74% |
$1.61M - $1.8M
|
661K
$39.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.1K+ 262.96% |
$1.57M - $1.75M
|
40.2K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
29KNew |
$1.57M - $1.75M
|
29K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28K+ 247.61% |
$1.51M - $1.69M
|
39.4K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
26.1KNew |
$1.41M - $1.57M
|
26.1K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.3KNew |
$1.26M - $1.4M
|
23.3K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.7K+ 311.6% |
$1.06M - $1.18M
|
26K
$1.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.7K+ 24.52% |
$795K - $887K
|
74.8K
$4.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14.2KNew |
$764K - $852K
|
14.2K
$850K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.1K+ 15.59% |
$763K - $851K
|
105K
$6.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
12.2KNew |
$657K - $732K
|
12.2K
$730K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$620K - $691K
|
11.5K
$690K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10.4K+ 13288.46% |
$559K - $624K
|
10.4K
$627K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.2K+ 25.61% |
$496K - $553K
|
45.1K
$2.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
9.05KNew |
$488K - $545K
|
9.05K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.14K+ 0.49% |
$439K - $490K
|
1.67M
$100M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.82K+ 94.46% |
$422K - $471K
|
16.1K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.36K+ 99.26% |
$397K - $443K
|
14.8K
$887K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
7.01K+ 2.72% |
$378K - $422K
|
265K
$15.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.84K+ 7.68% |
$369K - $411K
|
95.8K
$5.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.72KNew |
$363K - $405K
|
6.72K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.71K+ 6.53% |
$362K - $404K
|
109K
$6.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.61K+ 1.68% |
$357K - $397K
|
400K
$24M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.26K+ 11.09% |
$338K - $377K
|
62.7K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.03K+ 144.99% |
$325K - $363K
|
10.2K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6KNew |
$324K - $361K
|
6K
$360K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.96KNew |
$322K - $359K
|
5.96K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.58KNew |
$301K - $336K
|
5.58K
$335K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.49KNew |
$296K - $330K
|
5.49K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
5.17K+ 32.85% |
$279K - $311K
|
20.9K
$1.26M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.17K+ 69.92% |
$279K - $311K
|
12.6K
$754K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
5.12KNew |
$276K - $308K
|
5.12K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
5.08KNew |
$274K - $305K
|
5.08K
$305K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.68K+ 9.81% |
$253K - $282K
|
52.4K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.64KNew |
$250K - $279K
|
4.64K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.37KNew |
$236K - $263K
|
4.37K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.3K+ 32.32% |
$232K - $259K
|
17.6K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.24KNew |
$229K - $255K
|
4.24K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.24KNew |
$229K - $255K
|
4.24K
$254K
|