Purchases and Sales Made in Q1 2025 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8KNew |
$360K - $397K
|
2.8K
$355K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.08KNew |
$267K - $295K
|
2.08K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.87KNew |
$240K - $265K
|
1.87K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.61KNew |
$207K - $229K
|
1.61K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$193K - $213K
|
1.5K
$191K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
617New |
$79.3K - $87.6K
|
617
$78.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
527+ 17.03% |
$67.7K - $74.8K
|
3.62K
$460K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
176New |
$22.6K - $25K
|
176
$22.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
25+ 2.51% |
$3.21K - $3.55K
|
1.02K
$130K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23+ 1.35% |
$2.96K - $3.27K
|
1.73K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 100.0% |
$386 - $426
|
6
$762
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 3.14% |
$5.14K - $5.68K
|
1.24K
$157K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-137- 42.55% |
$17.6K - $19.5K
|
185
$23.5K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-182- 1.58% |
$23.4K - $25.8K
|
11.4K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-295- 6.96% |
$37.9K - $41.9K
|
3.95K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.02K- 16.39% |
$131K - $145K
|
5.21K
$661K
|