Purchases and Sales Made in Q1 2025 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
13.5KNew |
$1.72M - $1.91M
|
13.5K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6.82K+ 6.69% |
$869K - $968K
|
109K
$13.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.18KNew |
$532K - $593K
|
4.18K
$529K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.91KNew |
$371K - $414K
|
2.91K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.88KNew |
$240K - $267K
|
1.88K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.75KNew |
$223K - $248K
|
1.75K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.66K+ 59.24% |
$211K - $235K
|
4.46K
$565K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.25K+ 6.76% |
$160K - $178K
|
19.8K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 20.16% |
$158K - $176K
|
7.37K
$934K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.2K+ 3.37% |
$153K - $170K
|
36.8K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
673+ 2.24% |
$85.8K - $95.6K
|
30.7K
$3.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
455+ 1.15% |
$58K - $64.6K
|
39.9K
$5.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
439+ 997.73% |
$56K - $62.3K
|
483
$61.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
261+ 12.91% |
$33.3K - $37.1K
|
2.28K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
240+ 171.43% |
$30.6K - $34.1K
|
380
$48.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
230New |
$29.3K - $32.7K
|
230
$29.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
206+ 1.11% |
$26.3K - $29.3K
|
18.8K
$2.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$12.7K - $14.2K
|
100
$12.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
86+ 0.91% |
$11K - $12.2K
|
9.5K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.2% |
$892 - $994
|
3.51K
$445K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$382 - $426
|
19.3K
$2.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.18% |
$382 - $426
|
1.69K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3+ 0.17% |
$382 - $426
|
1.75K
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.04% |
$127 - $142
|
2.66K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-6- 0.27% |
$765 - $852
|
2.18K
$276K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-15- 0.39% |
$1.91K - $2.13K
|
3.83K
$485K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-19- 0.46% |
$2.42K - $2.7K
|
4.07K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22- 27.85% |
$2.8K - $3.12K
|
57
$7.22K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-22- 0.36% |
$2.8K - $3.12K
|
6.02K
$763K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.15% |
$3.19K - $3.55K
|
17K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 1.52% |
$4.33K - $4.83K
|
2.2K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-46- 4.8% |
$5.86K - $6.53K
|
912
$116K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-48- 2.86% |
$6.12K - $6.82K
|
1.63K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-57- 11.54% |
$7.27K - $8.09K
|
437
$55.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-90- 9.38% |
$11.5K - $12.8K
|
870
$110K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-110- 5.59% |
$14K - $15.6K
|
1.86K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-160- 5.99% |
$20.4K - $22.7K
|
2.51K
$318K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-305- 2.47% |
$38.9K - $43.3K
|
12K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-347- 29.71% |
$44.2K - $49.3K
|
821
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-363- 7.12% |
$46.3K - $51.5K
|
4.73K
$600K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-376- 7.43% |
$47.9K - $53.4K
|
4.69K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-464- 3.69% |
$59.2K - $65.9K
|
12.1K
$1.54M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-469- 1.19% |
$59.8K - $66.6K
|
38.8K
$4.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-482- 20.15% |
$61.4K - $68.4K
|
1.91K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-525- 5.15% |
$66.9K - $74.6K
|
9.66K
$1.22M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-674- 1.52% |
$85.9K - $95.7K
|
43.6K
$5.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-745- 1.11% |
$95K - $106K
|
66.1K
$8.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 1.95% |
$145K - $161K
|
57K
$7.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 29.35% |
$152K - $170K
|
2.88K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 26.74% |
$226K - $251K
|
4.85K
$615K
|