Purchases and Sales Made in Q2 2025 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.75M+ 14556.51% |
$202M - $249M
|
1.76M
$254M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
98.4K+ 40.52% |
$11.3M - $14M
|
341K
$49M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.2K+ 45.76% |
$7.96M - $9.85M
|
220K
$31.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
48.4K+ 14191.2% |
$5.57M - $6.89M
|
48.7K
$7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.1K+ 438.18% |
$2.89M - $3.57M
|
30.9K
$4.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
24.5K+ 127.32% |
$2.82M - $3.49M
|
43.8K
$6.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
23.8K+ 21.87% |
$2.74M - $3.39M
|
133K
$19.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.1KNew |
$2.31M - $2.85M
|
20.1K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.5K+ 5.57% |
$1.9M - $2.35M
|
313K
$45M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 61.6% |
$1.73M - $2.14M
|
39.5K
$5.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
14.8K+ 26.33% |
$1.7M - $2.1M
|
70.9K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
14.2K+ 372.13% |
$1.64M - $2.03M
|
18.1K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
13.1KNew |
$1.51M - $1.87M
|
13.1K
$1.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11.9KNew |
$1.37M - $1.7M
|
11.9K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.7K+ 111.2% |
$1.34M - $1.66M
|
22.2K
$3.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
10.1K+ 1011.3% |
$1.16M - $1.44M
|
11.1K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10K+ 28.63% |
$1.16M - $1.43M
|
45.1K
$6.49M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.36K+ 10.57% |
$1.08M - $1.33M
|
97.9K
$14.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
8.21KNew |
$945K - $1.17M
|
8.21K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
7.48KNew |
$861K - $1.07M
|
7.48K
$1.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.86K+ 172.42% |
$675K - $835K
|
9.27K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.33KNew |
$613K - $758K
|
5.33K
$765K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.33KNew |
$613K - $758K
|
5.33K
$765K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.42K+ 22.36% |
$509K - $630K
|
24.2K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
4.4K+ 11.96% |
$506K - $626K
|
41.2K
$5.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.28KNew |
$493K - $610K
|
4.28K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.13KNew |
$475K - $588K
|
4.13K
$594K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.04K+ 62.16% |
$465K - $575K
|
10.5K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.75KNew |
$431K - $533K
|
3.75K
$538K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.61KNew |
$300K - $371K
|
2.61K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.53K+ 14.09% |
$291K - $360K
|
20.5K
$2.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 6.08% |
$279K - $345K
|
42.3K
$6.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$276K - $341K
|
2.4K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.39K+ 26.91% |
$275K - $340K
|
11.3K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.13K+ 1.24% |
$245K - $303K
|
174K
$24.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.12KNew |
$244K - $301K
|
2.12K
$304K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
1.92K+ 19.9% |
$221K - $274K
|
11.6K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.88K+ 47.89% |
$217K - $268K
|
5.82K
$835K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.85K+ 3.31% |
$213K - $263K
|
57.7K
$8.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.84KNew |
$211K - $262K
|
1.84K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.8KNew |
$207K - $256K
|
1.8K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.72KNew |
$198K - $245K
|
1.72K
$248K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.65KNew |
$190K - $235K
|
1.65K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.64KNew |
$188K - $233K
|
1.64K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.62KNew |
$187K - $231K
|
1.62K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.58KNew |
$182K - $225K
|
1.58K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.53KNew |
$177K - $218K
|
1.53K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 4.18% |
$174K - $215K
|
37.6K
$5.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.49KNew |
$171K - $212K
|
1.49K
$214K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.42K+ 92.09% |
$163K - $202K
|
2.96K
$426K
|