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 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.47K- 49.92% |
$80.1K - $86.9K
|
1.48K
$88.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.69K- 98.14% |
$91.6K - $99.3K
|
32
$1.92K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.73K- 2.46% |
$93.9K - $102K
|
68.5K
$4.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.73K- 87.71% |
$94.3K - $102K
|
243
$14.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2K- 23.13% |
$109K - $118K
|
6.64K
$399K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2K- 50.0% |
$109K - $118K
|
2K
$120K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-2.05K- 15.37% |
$111K - $121K
|
11.3K
$676K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 24.74% |
$135K - $146K
|
7.55K
$453K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.57K- 12.9% |
$140K - $152K
|
17.4K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.1K- 31.78% |
$169K - $183K
|
6.66K
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.36K- 33.6% |
$183K - $198K
|
6.64K
$398K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.72K- 2.05% |
$528K - $573K
|
465K
$27.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-16.4K- 76.36% |
$890K - $965K
|
5.07K
$304K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.8K- 84.07% |
$2.76M - $2.99M
|
9.63K
$578K
|