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 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.06% |
$127 - $142
|
1.64K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.16% |
$127 - $142
|
642
$89.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.04% |
$127 - $142
|
2.66K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.06% |
$127 - $142
|
1.81K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.01% |
$127 - $142
|
8.08K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-6- 0.27% |
$765 - $852
|
2.18K
$305K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7- 0.16% |
$892 - $994
|
4.32K
$605K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-10- 0.14% |
$1.27K - $1.42K
|
7.28K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-15- 0.39% |
$1.91K - $2.13K
|
3.83K
$535K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-19- 0.46% |
$2.42K - $2.7K
|
4.07K
$569K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22- 27.85% |
$2.8K - $3.12K
|
57
$7.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-22- 0.36% |
$2.8K - $3.12K
|
6.02K
$842K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23- 0.77% |
$2.93K - $3.27K
|
2.97K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 0.26% |
$3.19K - $3.55K
|
9.42K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.15% |
$3.19K - $3.55K
|
17K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 1.52% |
$4.33K - $4.83K
|
2.2K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-34- 0.75% |
$4.33K - $4.83K
|
4.51K
$630K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-37- 12.8% |
$4.72K - $5.25K
|
252
$35.2K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-44- 0.74% |
$5.61K - $6.25K
|
5.91K
$826K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-46- 4.8% |
$5.86K - $6.53K
|
912
$128K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-48- 2.86% |
$6.12K - $6.82K
|
1.63K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-57- 11.54% |
$7.27K - $8.09K
|
437
$61.1K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-63- 2.99% |
$8.03K - $8.95K
|
2.04K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-64- 0.34% |
$8.16K - $9.09K
|
19K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-72- 2.96% |
$9.18K - $10.2K
|
2.36K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 1.98% |
$9.56K - $10.7K
|
3.72K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-78- 2.23% |
$9.94K - $11.1K
|
3.42K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-80- 50.0% |
$10.2K - $11.4K
|
80
$11.2K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-87- 61.7% |
$11.1K - $12.4K
|
54
$7.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-90- 9.38% |
$11.5K - $12.8K
|
870
$122K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-94- 1.2% |
$12K - $13.3K
|
7.77K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-105- 4.15% |
$13.4K - $14.9K
|
2.43K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-108- 1.87% |
$13.8K - $15.3K
|
5.66K
$791K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-110- 5.59% |
$14K - $15.6K
|
1.86K
$260K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-121- 3.09% |
$15.4K - $17.2K
|
3.79K
$530K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-136- 0.52% |
$17.3K - $19.3K
|
26.3K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-140- 0.41% |
$17.8K - $19.9K
|
33.9K
$4.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-159- 2.98% |
$20.3K - $22.6K
|
5.17K
$723K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-160- 5.99% |
$20.4K - $22.7K
|
2.51K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-160- 7.48% |
$20.4K - $22.7K
|
1.98K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-181- 3.44% |
$23.1K - $25.7K
|
5.08K
$710K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-210- 6.65% |
$26.8K - $29.8K
|
2.95K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-213- 2.27% |
$27.2K - $30.2K
|
9.16K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-237- 3.18% |
$30.2K - $33.7K
|
7.23K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-240- 15.87% |
$30.6K - $34.1K
|
1.27K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-245- 1.49% |
$31.2K - $34.8K
|
16.2K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-253- 10.61% |
$32.3K - $35.9K
|
2.13K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-275- 11.05% |
$35.1K - $39.1K
|
2.21K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-278- 4.35% |
$35.4K - $39.5K
|
6.11K
$854K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-295- 9.91% |
$37.6K - $41.9K
|
2.68K
$375K
|