Purchases and Sales Made in Q2 2025 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.7KNew |
$1.36M - $1.64M
|
11.7K
$1.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.8K+ 297.64% |
$674K - $812K
|
7.75K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$268K - $323K
|
2.31K
$330K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.87KNew |
$217K - $262K
|
1.87K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.44KNew |
$168K - $202K
|
1.44K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.44KNew |
$167K - $201K
|
1.44K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.43KNew |
$166K - $200K
|
1.43K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.04K+ 37.08% |
$120K - $145K
|
3.83K
$547K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$120K - $144K
|
1.03K
$147K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
815+ 11.62% |
$94.7K - $114K
|
7.83K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
480+ 17.16% |
$55.8K - $67.2K
|
3.28K
$468K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
478New |
$55.5K - $66.9K
|
478
$68.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
416+ 8.82% |
$48.3K - $58.2K
|
5.13K
$732K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
276+ 4600.0% |
$32.1K - $38.6K
|
282
$40.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
221+ 442.0% |
$25.7K - $30.9K
|
271
$38.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
196+ 5.41% |
$22.8K - $27.4K
|
3.82K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
191+ 4.25% |
$22.2K - $26.7K
|
4.68K
$668K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
187+ 9.01% |
$21.7K - $26.2K
|
2.26K
$323K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
124+ 0.41% |
$14.4K - $17.4K
|
30.5K
$4.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
123+ 7.12% |
$14.3K - $17.2K
|
1.85K
$264K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
123+ 3.52% |
$14.3K - $17.2K
|
3.62K
$517K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
115New |
$13.4K - $16.1K
|
115
$16.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
76+ 4.07% |
$8.83K - $10.6K
|
1.94K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 5.26% |
$7.55K - $9.1K
|
1.3K
$186K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38+ 48.1% |
$4.41K - $5.32K
|
117
$16.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$1.16K - $1.4K
|
10
$1.43K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 7.27% |
$929 - $1.12K
|
118
$16.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.28% |
$929 - $1.12K
|
2.86K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$697 - $840
|
1.64K
$233K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5+ 0.24% |
$581 - $700
|
2.11K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1+ 100.0% |
$116 - $140
|
2
$285
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$116 - $140
|
5.01K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.57% |
$116 - $140
|
177
$25.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$116 - $140
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5- 0.14% |
$581 - $700
|
3.66K
$522K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-17- 0.44% |
$1.97K - $2.38K
|
3.86K
$550K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-19- 0.74% |
$2.21K - $2.66K
|
2.56K
$366K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19- 14.18% |
$2.21K - $2.66K
|
115
$16.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.77% |
$3.48K - $4.2K
|
3.88K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32- 30.77% |
$3.72K - $4.48K
|
72
$10.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-35- 9.46% |
$4.07K - $4.9K
|
335
$47.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-58- 6.04% |
$6.74K - $8.12K
|
902
$129K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-58- 3.86% |
$6.74K - $8.12K
|
1.44K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-76- 0.62% |
$8.83K - $10.6K
|
12.2K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 7.7% |
$11.6K - $14K
|
1.2K
$171K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-106- 5.72% |
$12.3K - $14.8K
|
1.75K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-109- 4.26% |
$12.7K - $15.3K
|
2.45K
$350K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-115- 2.72% |
$13.4K - $16.1K
|
4.11K
$586K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-127- 4.69% |
$14.8K - $17.8K
|
2.58K
$368K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-146- 9.06% |
$17K - $20.4K
|
1.47K
$209K
|