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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-370- 5.09% |
$43K - $51.8K
|
6.9K
$960K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-391- 19.57% |
$45.4K - $54.7K
|
1.61K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-425- 9.72% |
$49.4K - $59.5K
|
3.95K
$550K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-435- 28.08% |
$50.5K - $60.9K
|
1.11K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-475- 27.31% |
$55.2K - $66.5K
|
1.26K
$176K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-495- 4.38% |
$57.5K - $69.3K
|
10.8K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-500- 12.67% |
$58.1K - $70K
|
3.45K
$480K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-600- 5.95% |
$69.7K - $84K
|
9.49K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-676- 17.68% |
$78.5K - $94.6K
|
3.15K
$438K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-681- 13.08% |
$79.1K - $95.3K
|
4.53K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-722- 23.7% |
$83.9K - $101K
|
2.32K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-742- 22.95% |
$86.2K - $104K
|
2.49K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-796- 35.66% |
$92.5K - $111K
|
1.44K
$200K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.34K- 93.05% |
$155K - $187K
|
100
$13.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.52K- 15.39% |
$177K - $213K
|
8.36K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.82K- 2.56% |
$211K - $255K
|
69.3K
$9.65M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.99K- 17.52% |
$231K - $278K
|
9.36K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.7K- 5.06% |
$430K - $518K
|
69.4K
$9.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.86K- 4.02% |
$564K - $680K
|
116K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.05K- 7.08% |
$703K - $847K
|
79.4K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.22K- 27.87% |
$722K - $871K
|
16.1K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-7.7K- 23.26% |
$894K - $1.08M
|
25.4K
$3.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-16.9K- 77.48% |
$1.96M - $2.36M
|
4.91K
$684K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.2K- 11.23% |
$3.51M - $4.23M
|
239K
$33.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-48K- 10.6% |
$5.58M - $6.72M
|
405K
$56.3M
|