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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
24.5K+ 127.32% |
$2.82M - $3.49M
|
43.8K
$6.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
23.8K+ 21.87% |
$2.74M - $3.39M
|
133K
$19M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 61.6% |
$1.73M - $2.14M
|
39.5K
$5.66M
|
|
|
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
|
|
|
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
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.33KNew |
$613K - $758K
|
5.33K
$763K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.33KNew |
$613K - $758K
|
5.33K
$763K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.42K+ 22.36% |
$509K - $630K
|
24.2K
$3.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
4.4K+ 11.96% |
$506K - $626K
|
41.2K
$5.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.28KNew |
$493K - $610K
|
4.28K
$613K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.04K+ 62.16% |
$465K - $575K
|
10.5K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.61KNew |
$300K - $371K
|
2.61K
$373K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.53K+ 14.09% |
$291K - $360K
|
20.5K
$2.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.43K+ 6.08% |
$279K - $345K
|
42.3K
$6.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.4KNew |
$276K - $341K
|
2.4K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.39K+ 26.91% |
$275K - $340K
|
11.3K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.12KNew |
$244K - $301K
|
2.12K
$303K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
1.92K+ 19.9% |
$221K - $274K
|
11.6K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.84KNew |
$211K - $262K
|
1.84K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.8KNew |
$207K - $256K
|
1.8K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.72KNew |
$198K - $245K
|
1.72K
$247K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.65KNew |
$190K - $235K
|
1.65K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.58KNew |
$182K - $225K
|
1.58K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.53KNew |
$177K - $218K
|
1.53K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.49KNew |
$171K - $212K
|
1.49K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 9.87% |
$142K - $176K
|
13.8K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 58.59% |
$118K - $146K
|
2.77K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
710+ 7.85% |
$81.7K - $101K
|
9.75K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
676+ 13.69% |
$77.8K - $96.2K
|
5.61K
$804K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
648+ 12.53% |
$74.6K - $92.2K
|
5.82K
$834K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
643New |
$74K - $91.5K
|
643
$92.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
621+ 76.38% |
$71.5K - $88.4K
|
1.43K
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
353+ 4.05% |
$40.6K - $50.2K
|
9.07K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
331+ 0.97% |
$38.1K - $47.1K
|
34.5K
$4.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
260+ 0.85% |
$29.9K - $37K
|
31K
$4.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
230+ 47.62% |
$26.5K - $32.7K
|
713
$102K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
220New |
$25.3K - $31.3K
|
220
$31.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
217New |
$25K - $30.9K
|
217
$31.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
208+ 9.55% |
$23.9K - $29.6K
|
2.39K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
154+ 0.35% |
$17.7K - $21.9K
|
43.7K
$6.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
143+ 6.35% |
$16.5K - $20.4K
|
2.4K
$343K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
128+ 5.61% |
$14.7K - $18.2K
|
2.41K
$345K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
114New |
$13.1K - $16.2K
|
114
$16.3K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
108New |
$12.4K - $15.4K
|
108
$15.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
60+ 3.06% |
$6.9K - $8.54K
|
2.02K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
56+ 0.61% |
$6.44K - $7.97K
|
9.22K
$1.32M
|