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 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
115New |
$13.4K - $16.1K
|
115
$16K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100+ 11.11% |
$11.6K - $14K
|
1K
$139K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
76+ 4.07% |
$8.83K - $10.6K
|
1.94K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 5.26% |
$7.55K - $9.1K
|
1.3K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38+ 0.72% |
$4.41K - $5.32K
|
5.33K
$741K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38+ 48.1% |
$4.41K - $5.32K
|
117
$16.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
28+ 0.35% |
$3.25K - $3.92K
|
8.02K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
26+ 1.06% |
$3.02K - $3.64K
|
2.48K
$346K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$1.16K - $1.4K
|
10
$1.39K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 7.27% |
$929 - $1.12K
|
118
$16.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.28% |
$929 - $1.12K
|
2.86K
$398K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$697 - $840
|
1.64K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 21.74% |
$581 - $700
|
28
$3.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5+ 0.24% |
$581 - $700
|
2.11K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.09% |
$232 - $280
|
2.22K
$309K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1+ 100.0% |
$116 - $140
|
2
$278
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$116 - $140
|
5.01K
$697K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.57% |
$116 - $140
|
177
$24.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
$509K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-14- 3.23% |
$1.63K - $1.96K
|
420
$58.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15- 0.38% |
$1.74K - $2.1K
|
3.92K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-17- 0.44% |
$1.97K - $2.38K
|
3.86K
$537K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19- 14.18% |
$2.21K - $2.66K
|
115
$16K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-19- 0.74% |
$2.21K - $2.66K
|
2.56K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.77% |
$3.48K - $4.2K
|
3.88K
$540K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32- 30.77% |
$3.72K - $4.48K
|
72
$10K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-35- 9.46% |
$4.07K - $4.9K
|
335
$46.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 23.53% |
$4.65K - $5.6K
|
130
$18.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44- 15.55% |
$5.11K - $6.16K
|
239
$33.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-46- 1.74% |
$5.34K - $6.44K
|
2.59K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-58- 6.04% |
$6.74K - $8.12K
|
902
$126K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-58- 3.86% |
$6.74K - $8.12K
|
1.44K
$201K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-76- 0.62% |
$8.83K - $10.6K
|
12.2K
$1.69M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-88- 5.39% |
$10.2K - $12.3K
|
1.55K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 7.7% |
$11.6K - $14K
|
1.2K
$167K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-106- 5.72% |
$12.3K - $14.8K
|
1.75K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-109- 4.26% |
$12.7K - $15.3K
|
2.45K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-115- 2.72% |
$13.4K - $16.1K
|
4.11K
$572K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-127- 4.69% |
$14.8K - $17.8K
|
2.58K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-146- 9.06% |
$17K - $20.4K
|
1.47K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-192- 0.4% |
$22.3K - $26.9K
|
47.5K
$6.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-210- 6.66% |
$24.4K - $29.4K
|
2.94K
$410K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-225- 12.52% |
$26.1K - $31.5K
|
1.57K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-269- 23.25% |
$31.2K - $37.7K
|
888
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-306- 9.15% |
$35.5K - $42.8K
|
3.04K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-335- 18.72% |
$38.9K - $46.9K
|
1.46K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-355- 14.81% |
$41.2K - $49.7K
|
2.04K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-365- 17.63% |
$42.4K - $51.1K
|
1.71K
$237K
|