Purchases and Sales Made in Q3 2025 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.6K+ 735.49% |
$3.07M - $3.19M
|
24.5K
$3.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
BUY
|
- |
7.78K+ 94.7% |
$1.11M - $1.15M
|
16K
$2.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.93K+ 36.28% |
$275K - $286K
|
7.26K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.42K+ 33.15% |
$203K - $211K
|
5.71K
$821K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 86.5% |
$173K - $180K
|
2.62K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.07% |
$171K - $178K
|
40.4K
$5.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
636+ 1.84% |
$90.6K - $94.2K
|
35.2K
$5.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
528+ 74.05% |
$75.2K - $78.2K
|
1.24K
$178K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
499+ 8.07% |
$71.1K - $73.9K
|
6.69K
$961K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
289+ 1.6% |
$41.2K - $42.8K
|
18.3K
$2.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
220New |
$31.3K - $32.6K
|
220
$31.6K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
198+ 4.98% |
$28.2K - $29.3K
|
4.18K
$600K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
123+ 0.89% |
$17.5K - $18.2K
|
13.9K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111+ 4.99% |
$15.8K - $16.4K
|
2.34K
$336K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
17+ 0.43% |
$2.42K - $2.52K
|
3.93K
$565K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 30.43% |
$997 - $1.04K
|
30
$4.31K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.16% |
$855 - $889
|
3.75K
$539K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.29% |
$712 - $741
|
1.7K
$244K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.29% |
$712 - $741
|
1.76K
$252K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.31% |
$712 - $741
|
1.64K
$236K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.15% |
$570 - $593
|
2.69K
$386K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.1% |
$427 - $445
|
2.97K
$426K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.46% |
$142 - $148
|
218
$31.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.03% |
$142 - $148
|
3.05K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5- 0.15% |
$712 - $741
|
3.32K
$476K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-18- 47.37% |
$2.56K - $2.67K
|
20
$2.87K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-26- 1.58% |
$3.7K - $3.85K
|
1.62K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34- 2.65% |
$4.84K - $5.04K
|
1.25K
$180K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-90- 1.71% |
$12.8K - $13.3K
|
5.17K
$743K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 87.72% |
$14.2K - $14.8K
|
14
$2.01K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-119- 4.99% |
$16.9K - $17.6K
|
2.27K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-127- 34.6% |
$18.1K - $18.8K
|
240
$34.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 51.94% |
$19.1K - $19.9K
|
124
$17.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-154- 0.91% |
$21.9K - $22.8K
|
16.7K
$2.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-155- 1.29% |
$22.1K - $23K
|
11.8K
$1.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-162- 1.79% |
$23.1K - $24K
|
8.9K
$1.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-182- 1.87% |
$25.9K - $27K
|
9.57K
$1.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-184- 0.96% |
$26.2K - $27.3K
|
19.1K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-203- 8.53% |
$28.9K - $30.1K
|
2.18K
$313K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-255- 0.76% |
$36.3K - $37.8K
|
33.5K
$4.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-286- 6.89% |
$40.7K - $42.4K
|
3.87K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-310- 2.68% |
$44.2K - $45.9K
|
11.3K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-320- 36.12% |
$45.6K - $47.4K
|
566
$81.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-325- 4.84% |
$46.3K - $48.2K
|
6.39K
$918K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-370- 2.9% |
$52.7K - $54.8K
|
12.4K
$1.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-679- 13.14% |
$96.7K - $101K
|
4.49K
$645K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-798- 27.53% |
$114K - $118K
|
2.1K
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-991- 41.33% |
$141K - $147K
|
1.41K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.2K- 1.81% |
$170K - $177K
|
64.8K
$9.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.37K- 15.45% |
$195K - $203K
|
7.49K
$1.08M
|