Purchases and Sales Made in Q3 2025 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.75KNew |
$243K - $263K
|
1.75K
$259K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.71KNew |
$237K - $257K
|
1.71K
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.37KNew |
$191K - $207K
|
1.37K
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 4.41% |
$187K - $202K
|
31.8K
$4.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
959+ 38.5% |
$133K - $145K
|
3.45K
$511K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
400+ 4.75% |
$55.6K - $60.3K
|
8.82K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
397+ 5.12% |
$55.2K - $59.8K
|
8.15K
$1.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
350New |
$48.6K - $52.7K
|
350
$51.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
189+ 5.77% |
$26.3K - $28.5K
|
3.47K
$514K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113+ 2.96% |
$15.7K - $17K
|
3.93K
$583K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
84+ 3.43% |
$11.7K - $12.7K
|
2.53K
$376K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
65+ 0.41% |
$9.03K - $9.79K
|
15.8K
$2.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49+ 0.42% |
$6.81K - $7.38K
|
11.7K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
21+ 0.57% |
$2.92K - $3.16K
|
3.68K
$545K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
16+ 0.71% |
$2.22K - $2.41K
|
2.28K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7+ 0.43% |
$973 - $1.05K
|
1.64K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6+ 0.42% |
$834 - $904
|
1.44K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.17% |
$695 - $753
|
2.86K
$424K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$139 - $151
|
1.95K
$288K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1+ 50.0% |
$139 - $151
|
3
$445
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-4- 3.42% |
$556 - $603
|
113
$16.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-9- 0.63% |
$1.25K - $1.36K
|
1.42K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-25- 0.69% |
$3.47K - $3.77K
|
3.59K
$533K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-25- 0.61% |
$3.47K - $3.77K
|
4.08K
$605K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-25- 1.59% |
$3.47K - $3.77K
|
1.55K
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-55- 4.23% |
$7.64K - $8.29K
|
1.25K
$185K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-80- 3.1% |
$11.1K - $12.1K
|
2.5K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-112- 39.72% |
$15.6K - $16.9K
|
170
$25.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-113- 4.41% |
$15.7K - $17K
|
2.45K
$363K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-132- 3.4% |
$18.3K - $19.9K
|
3.75K
$555K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-200- 11.44% |
$27.8K - $30.1K
|
1.55K
$229K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-201- 4.29% |
$27.9K - $30.3K
|
4.48K
$664K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-235- 2.51% |
$32.7K - $35.4K
|
9.13K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-243- 6.34% |
$33.8K - $36.6K
|
3.59K
$532K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-310- 2.55% |
$43.1K - $46.7K
|
11.9K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-328- 68.62% |
$45.6K - $49.4K
|
150
$22.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-407- 45.12% |
$56.6K - $61.3K
|
495
$73.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-440- 12.77% |
$61.1K - $66.3K
|
3.01K
$445K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2.15K- 43.79% |
$299K - $324K
|
2.76K
$409K
|