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 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 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.25% |
$109 - $118
|
804
$48.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$109 - $118
|
8.75K
$525K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$54.4 - $59
|
1.83K
$110K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$54.4 - $59
|
305
$18.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$54.4 - $59
|
3.98K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$54.4 - $59
|
524
$31.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$54.4 - $59
|
471
$28.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-40- 0.72% |
$2.17K - $2.36K
|
5.54K
$332K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-91- 1.81% |
$4.95K - $5.37K
|
4.93K
$296K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-122- 0.6% |
$6.63K - $7.19K
|
20.3K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-126- 1.31% |
$6.85K - $7.43K
|
9.52K
$572K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-145- 0.4% |
$7.88K - $8.55K
|
35.9K
$2.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-156- 0.52% |
$8.48K - $9.2K
|
29.7K
$1.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-175- 2.94% |
$9.51K - $10.3K
|
5.79K
$347K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-179- 3.22% |
$9.73K - $10.6K
|
5.39K
$323K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-185- 2.99% |
$10.1K - $10.9K
|
6K
$360K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-195- 2.91% |
$10.6K - $11.5K
|
6.51K
$390K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-199- 4.04% |
$10.8K - $11.7K
|
4.73K
$284K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-200- 74.91% |
$10.9K - $11.8K
|
67
$4.02K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-226- 2.16% |
$12.3K - $13.3K
|
10.2K
$613K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-250- 12.5% |
$13.6K - $14.7K
|
1.75K
$105K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-259- 2.68% |
$14.1K - $15.3K
|
9.4K
$564K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-277- 4.52% |
$15.1K - $16.3K
|
5.85K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-318- 1.4% |
$17.3K - $18.7K
|
22.4K
$1.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-324- 33.58% |
$17.6K - $19.1K
|
641
$38.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-355- 6.45% |
$19.3K - $20.9K
|
5.15K
$309K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-385- 0.4% |
$20.9K - $22.7K
|
96.4K
$5.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-422- 1.63% |
$22.9K - $24.9K
|
25.5K
$1.53M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-475- 74.8% |
$25.8K - $28K
|
160
$9.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-513- 1.48% |
$27.9K - $30.2K
|
34.3K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-529- 1.09% |
$28.8K - $31.2K
|
48K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-590- 3.54% |
$32.1K - $34.8K
|
16.1K
$965K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-612- 10.54% |
$33.3K - $36.1K
|
5.19K
$312K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-621- 3.98% |
$33.8K - $36.6K
|
15K
$900K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-698- 9.67% |
$37.9K - $41.2K
|
6.52K
$392K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-729- 6.47% |
$39.6K - $43K
|
10.5K
$632K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-730- 0.89% |
$39.7K - $43K
|
81.7K
$4.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-748- 4.65% |
$40.7K - $44.1K
|
15.3K
$920K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-759- 1.06% |
$41.3K - $44.8K
|
71K
$4.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-787- 17.47% |
$42.8K - $46.4K
|
3.72K
$223K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-805- 14.17% |
$43.8K - $47.5K
|
4.88K
$293K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-950- 7.06% |
$51.6K - $56K
|
12.5K
$750K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.01K- 3.01% |
$54.9K - $59.5K
|
32.5K
$1.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 11.9% |
$57.9K - $62.8K
|
7.88K
$473K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.37K- 6.76% |
$74.6K - $81K
|
19K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.39K- 2.13% |
$75.3K - $81.7K
|
63.6K
$3.81M
|