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
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.41KNew |
$162K - $201K
|
1.41K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.36K+ 17.25% |
$156K - $193K
|
9.21K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 9.87% |
$142K - $176K
|
13.8K
$1.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.04K+ 9.7% |
$119K - $147K
|
11.7K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 58.59% |
$118K - $146K
|
2.77K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
987+ 1.67% |
$114K - $140K
|
60.1K
$8.63M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
961+ 0.11% |
$111K - $137K
|
837K
$120M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
958+ 2.04% |
$110K - $136K
|
47.9K
$6.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
934+ 5.77% |
$107K - $133K
|
17.1K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
826+ 50.24% |
$95K - $118K
|
2.47K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
751+ 596.03% |
$86.4K - $107K
|
877
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
717+ 36.58% |
$82.5K - $102K
|
2.68K
$385K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
710+ 7.85% |
$81.7K - $101K
|
9.75K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
700New |
$80.5K - $99.6K
|
700
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
682+ 113.29% |
$78.5K - $97.1K
|
1.28K
$184K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
676+ 13.69% |
$77.8K - $96.2K
|
5.61K
$807K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
648+ 12.53% |
$74.6K - $92.2K
|
5.82K
$836K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
643New |
$74K - $91.5K
|
643
$92.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
621+ 76.38% |
$71.5K - $88.4K
|
1.43K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
600New |
$69K - $85.4K
|
600
$86.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
527+ 5.81% |
$60.6K - $75K
|
9.59K
$1.38M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
500New |
$57.5K - $71.2K
|
500
$71.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
460New |
$52.9K - $65.5K
|
460
$66.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
389+ 17.36% |
$44.8K - $55.4K
|
2.63K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
372+ 27.62% |
$42.8K - $52.9K
|
1.72K
$247K
|
|
|
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
$4.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
322+ 19.17% |
$37.1K - $45.8K
|
2K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
283+ 5.12% |
$32.6K - $40.3K
|
5.81K
$835K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
277+ 4.69% |
$31.9K - $39.4K
|
6.19K
$889K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
260+ 0.85% |
$29.9K - $37K
|
31K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
245+ 5.98% |
$28.2K - $34.9K
|
4.34K
$623K
|
|
|
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
$31.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
217New |
$25K - $30.9K
|
217
$31.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
208+ 9.55% |
$23.9K - $29.6K
|
2.39K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
191+ 6.0% |
$22K - $27.2K
|
3.37K
$484K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
170New |
$19.6K - $24.2K
|
170
$24.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
154+ 0.35% |
$17.7K - $21.9K
|
43.7K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
144+ 5.6% |
$16.6K - $20.5K
|
2.72K
$390K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
143+ 6.35% |
$16.5K - $20.4K
|
2.4K
$344K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
140+ 2.93% |
$16.1K - $19.9K
|
4.93K
$708K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
133+ 2.7% |
$15.3K - $18.9K
|
5.05K
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
128+ 5.61% |
$14.7K - $18.2K
|
2.41K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
114New |
$13.1K - $16.2K
|
114
$16.4K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
108New |
$12.4K - $15.4K
|
108
$15.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
85+ 2.93% |
$9.78K - $12.1K
|
2.99K
$429K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
60+ 3.06% |
$6.9K - $8.54K
|
2.02K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
56+ 0.61% |
$6.44K - $7.97K
|
9.22K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
55+ 0.75% |
$6.33K - $7.83K
|
7.36K
$1.06M
|