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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
778+ 24.67% |
$99.2K - $110K
|
3.93K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
729+ 2.5% |
$92.9K - $104K
|
29.9K
$4.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
673+ 2.24% |
$85.8K - $95.6K
|
30.7K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
545+ 20.68% |
$69.5K - $77.4K
|
3.18K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
478+ 25.14% |
$60.9K - $67.9K
|
2.38K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
463+ 8.11% |
$59K - $65.7K
|
6.18K
$864K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
460+ 1703.7% |
$58.6K - $65.3K
|
487
$68.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
455+ 1.15% |
$58K - $64.6K
|
39.9K
$5.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
439+ 997.73% |
$56K - $62.3K
|
483
$67.5K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
405+ 9.25% |
$51.6K - $57.5K
|
4.79K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
390+ 3.94% |
$49.7K - $55.4K
|
10.3K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
300+ 75.0% |
$38.2K - $42.6K
|
700
$97.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
276+ 38.12% |
$35.2K - $39.2K
|
1K
$140K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
261+ 12.91% |
$33.3K - $37.1K
|
2.28K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
240+ 171.43% |
$30.6K - $34.1K
|
380
$53.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
230New |
$29.3K - $32.7K
|
230
$32.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
206+ 1.11% |
$26.3K - $29.3K
|
18.8K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
200New |
$25.5K - $28.4K
|
200
$28K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
194+ 2.28% |
$24.7K - $27.5K
|
8.71K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
172+ 0.53% |
$21.9K - $24.4K
|
32.9K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
169+ 1.3% |
$21.5K - $24K
|
13.2K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
141+ 20.98% |
$18K - $20K
|
813
$114K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
133+ 124.3% |
$17K - $18.9K
|
240
$33.6K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
126New |
$16.1K - $17.9K
|
126
$17.6K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
108New |
$13.8K - $15.3K
|
108
$15.1K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
106+ 4.3% |
$13.5K - $15.1K
|
2.57K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
106+ 1.95% |
$13.5K - $15.1K
|
5.53K
$773K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
104+ 1.46% |
$13.3K - $14.8K
|
7.24K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$12.7K - $14.2K
|
100
$14K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
100New |
$12.7K - $14.2K
|
100
$14K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
90New |
$11.5K - $12.8K
|
90
$12.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
86+ 0.91% |
$11K - $12.2K
|
9.5K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
75+ 2.23% |
$9.56K - $10.7K
|
3.44K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25+ 0.21% |
$3.19K - $3.55K
|
11.9K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
25+ 1.12% |
$3.19K - $3.55K
|
2.25K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
17+ 0.14% |
$2.17K - $2.41K
|
12.3K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17+ 7.52% |
$2.17K - $2.41K
|
243
$34K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15+ 0.35% |
$1.91K - $2.13K
|
4.28K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
15New |
$1.91K - $2.13K
|
15
$2.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.2% |
$892 - $994
|
3.51K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.22% |
$637 - $710
|
2.28K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.22% |
$510 - $568
|
1.84K
$257K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3+ 0.17% |
$382 - $426
|
1.75K
$244K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.18% |
$382 - $426
|
1.69K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$382 - $426
|
19.3K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3+ 0.03% |
$382 - $426
|
9K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.07% |
$255 - $284
|
2.96K
$414K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.1% |
$255 - $284
|
1.96K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$127 - $142
|
4.94K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.15% |
$127 - $142
|
673
$94.1K
|