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
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-295- 49.58% |
$37.6K - $41.9K
|
300
$42K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-305- 2.47% |
$38.9K - $43.3K
|
12K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-320- 14.38% |
$40.8K - $45.4K
|
1.91K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-322- 6.69% |
$41K - $45.7K
|
4.49K
$628K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-324- 2.92% |
$41.3K - $46K
|
10.8K
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-347- 29.71% |
$44.2K - $49.3K
|
821
$115K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-349- 0.8% |
$44.5K - $49.6K
|
43.1K
$6.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-363- 7.12% |
$46.3K - $51.5K
|
4.73K
$662K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-376- 7.43% |
$47.9K - $53.4K
|
4.69K
$655K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-390- 7.02% |
$49.7K - $55.4K
|
5.17K
$722K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-441- 6.16% |
$56.2K - $62.6K
|
6.71K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-441- 40.27% |
$56.2K - $62.6K
|
654
$91.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-464- 3.69% |
$59.2K - $65.9K
|
12.1K
$1.69M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-469- 1.19% |
$59.8K - $66.6K
|
38.8K
$5.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-482- 20.15% |
$61.4K - $68.4K
|
1.91K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-525- 5.15% |
$66.9K - $74.6K
|
9.66K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-525- 16.51% |
$66.9K - $74.6K
|
2.65K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-536- 5.6% |
$68.3K - $76.1K
|
9.04K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-589- 22.4% |
$75.1K - $83.6K
|
2.04K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-629- 5.01% |
$80.2K - $89.3K
|
11.9K
$1.67M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-674- 1.52% |
$85.9K - $95.7K
|
43.6K
$6.1M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-677- 96.71% |
$86.3K - $96.1K
|
23
$3.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-723- 8.01% |
$92.2K - $103K
|
8.31K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-745- 1.11% |
$95K - $106K
|
66.1K
$9.24M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-766- 3.82% |
$97.6K - $109K
|
19.3K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-912- 10.75% |
$116K - $130K
|
7.57K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-925- 29.22% |
$118K - $131K
|
2.24K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 32.27% |
$127K - $142K
|
2.1K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.03K- 34.48% |
$132K - $147K
|
1.96K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 7.69% |
$133K - $148K
|
12.5K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.05K- 15.42% |
$133K - $148K
|
5.73K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.05K- 11.31% |
$134K - $149K
|
8.24K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 1.95% |
$145K - $161K
|
57K
$7.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 29.35% |
$152K - $170K
|
2.88K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.32K- 21.01% |
$168K - $187K
|
4.96K
$693K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.42K- 47.94% |
$181K - $202K
|
1.54K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.54K- 24.8% |
$197K - $219K
|
4.68K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.65K- 6.69% |
$210K - $234K
|
23K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.7K- 50.0% |
$217K - $241K
|
1.7K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 26.74% |
$226K - $251K
|
4.85K
$678K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 12.84% |
$227K - $253K
|
12.1K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2K- 27.05% |
$255K - $284K
|
5.39K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.1K- 17.81% |
$268K - $298K
|
9.69K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 0.94% |
$270K - $301K
|
224K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.15KClosed |
$274K - $305K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.74K- 30.74% |
$349K - $389K
|
6.17K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.81K- 30.15% |
$358K - $399K
|
6.51K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.36K- 0.77% |
$683K - $761K
|
694K
$97.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.44K- 15.91% |
$821K - $915K
|
34K
$4.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-7.03K- 17.05% |
$896K - $998K
|
34.2K
$4.78M
|