Purchases and Sales Made in Q3 2025 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
98.6K+ 157.32% |
$5.36M - $5.81M
|
161K
$9.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10K+ 446.42% |
$546K - $592K
|
12.3K
$738K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.08KNew |
$276K - $300K
|
5.08K
$305K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.96K+ 4.54% |
$270K - $292K
|
114K
$6.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.95KNew |
$269K - $292K
|
4.95K
$297K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.87K+ 26.79% |
$265K - $287K
|
23.1K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.49K+ 28.82% |
$244K - $264K
|
20.1K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.92KNew |
$213K - $231K
|
3.92K
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.88KNew |
$211K - $229K
|
3.88K
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.75K+ 41.44% |
$204K - $221K
|
12.8K
$768K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.51KNew |
$191K - $207K
|
3.51K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.51KNew |
$191K - $207K
|
3.51K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.93K+ 10.08% |
$159K - $172K
|
31.9K
$1.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.53K+ 3.51% |
$137K - $149K
|
74.5K
$4.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$127K - $138K
|
2.34K
$140K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.9K+ 5.48% |
$103K - $112K
|
36.5K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.83K+ 32.46% |
$99.4K - $108K
|
7.46K
$448K
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
1.44K+ 2.61% |
$78.3K - $85K
|
56.7K
$3.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.07K+ 18.4% |
$58.2K - $63.1K
|
6.89K
$413K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.03K+ 11.33% |
$56.1K - $60.8K
|
10.1K
$609K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
969+ 13.9% |
$52.7K - $57.1K
|
7.94K
$476K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
870New |
$47.3K - $51.3K
|
870
$52.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
615New |
$33.4K - $36.3K
|
615
$36.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
565+ 12.79% |
$30.7K - $33.3K
|
4.98K
$299K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
500+ 5.65% |
$27.2K - $29.5K
|
9.35K
$561K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
433+ 3.57% |
$23.5K - $25.5K
|
12.6K
$754K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
385New |
$20.9K - $22.7K
|
385
$23.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
369New |
$20.1K - $21.8K
|
369
$22.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
310+ 2.26% |
$16.9K - $18.3K
|
14K
$843K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
308+ 1.17% |
$16.7K - $18.2K
|
26.5K
$1.59M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
277+ 1.41% |
$15.1K - $16.3K
|
20K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
274+ 1.57% |
$14.9K - $16.2K
|
17.8K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
215+ 4.24% |
$11.7K - $12.7K
|
5.28K
$317K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
160+ 290.91% |
$8.7K - $9.43K
|
215
$12.9K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
148+ 2.95% |
$8.05K - $8.73K
|
5.16K
$310K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
144+ 0.87% |
$7.83K - $8.49K
|
16.7K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
125New |
$6.8K - $7.37K
|
125
$7.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
115New |
$6.25K - $6.78K
|
115
$6.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
100+ 1.16% |
$5.44K - $5.9K
|
8.72K
$524K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
78+ 0.42% |
$4.24K - $4.6K
|
18.5K
$1.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
45+ 0.33% |
$2.45K - $2.65K
|
13.8K
$827K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
42+ 0.63% |
$2.28K - $2.48K
|
6.66K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
28+ 0.57% |
$1.52K - $1.65K
|
4.93K
$296K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
24+ 0.31% |
$1.3K - $1.42K
|
7.7K
$462K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
11+ 0.31% |
$598 - $649
|
3.6K
$216K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 0.09% |
$489 - $531
|
9.96K
$598K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.17% |
$435 - $472
|
4.83K
$290K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.01% |
$272 - $295
|
43.6K
$2.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.03% |
$217 - $236
|
12.6K
$754K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$109 - $118
|
8.75K
$525K
|