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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71.8KNew |
$3.87M - $4.32M
|
71.8K
$4.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10.4K+ 13288.46% |
$559K - $624K
|
10.4K
$599K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
7.01K+ 2.72% |
$378K - $422K
|
265K
$15.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.72KNew |
$363K - $405K
|
6.72K
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.71K+ 6.53% |
$362K - $404K
|
109K
$6.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.61K+ 1.68% |
$357K - $397K
|
400K
$22.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.26K+ 11.09% |
$338K - $377K
|
62.7K
$3.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
5.17K+ 32.85% |
$279K - $311K
|
20.9K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.68K+ 9.81% |
$253K - $282K
|
52.4K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.24KNew |
$229K - $255K
|
4.24K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.94K+ 12.84% |
$212K - $237K
|
34.6K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.73KNew |
$202K - $225K
|
3.73K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.59KNew |
$194K - $216K
|
3.59K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.52K+ 30.91% |
$190K - $212K
|
14.9K
$855K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.06K+ 9.28% |
$165K - $184K
|
36K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.86K+ 8.91% |
$154K - $172K
|
35K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.76K+ 17.61% |
$149K - $166K
|
18.5K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.89K+ 10.64% |
$102K - $114K
|
19.7K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.81K+ 80.49% |
$97.7K - $109K
|
4.06K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.33K+ 24.77% |
$71.8K - $80K
|
6.7K
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.18K+ 219.14% |
$63.6K - $70.9K
|
1.72K
$98.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.04K+ 4.14% |
$56.2K - $62.7K
|
26.2K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
885+ 10.55% |
$47.8K - $53.3K
|
9.28K
$532K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
500New |
$27K - $30.1K
|
500
$28.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
395+ 2.52% |
$21.3K - $23.8K
|
16.1K
$922K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
381New |
$20.6K - $22.9K
|
381
$21.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
353+ 5.14% |
$19.1K - $21.2K
|
7.22K
$414K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
177New |
$9.55K - $10.7K
|
177
$10.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
164+ 0.64% |
$8.85K - $9.87K
|
25.9K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
90+ 1.05% |
$4.86K - $5.42K
|
8.64K
$496K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.29% |
$2.16K - $2.41K
|
13.7K
$788K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.1% |
$270 - $301
|
4.9K
$281K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.07% |
$270 - $301
|
6.92K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4+ 0.07% |
$216 - $241
|
5.96K
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 0.25% |
$108 - $120
|
799
$45.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$108 - $120
|
470
$27K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.02% |
$54 - $60.2
|
5.57K
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.01% |
$54 - $60.2
|
9.66K
$554K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$54 - $60.2
|
304
$17.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.55% |
$54 - $60.2
|
182
$10.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.04% |
$324 - $361
|
16.8K
$963K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.21% |
$702 - $782
|
6.13K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 0.8% |
$2.7K - $3.01K
|
6.19K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-70- 0.38% |
$3.78K - $4.21K
|
18.2K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-78- 1.56% |
$4.21K - $4.69K
|
4.92K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-80- 0.15% |
$4.32K - $4.81K
|
54.5K
$3.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-81- 0.4% |
$4.37K - $4.87K
|
20.3K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 1.99% |
$5.4K - $6.02K
|
4.93K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-128- 0.92% |
$6.91K - $7.7K
|
13.7K
$788K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-170- 50.0% |
$9.17K - $10.2K
|
170
$9.75K
|