Purchases and Sales Made in Q1 2025 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) 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
|
Wealth Navi Inc.
|
BUY
|
- |
241K+ 5.41% |
$21.6M - $23.8M
|
4.7M
$436M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
57.7K+ 273.59% |
$5.16M - $5.71M
|
78.8K
$7.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
51.4K+ 457.87% |
$4.6M - $5.09M
|
62.7K
$5.82M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
50.1K+ 71504.29% |
$4.48M - $4.95M
|
50.1K
$4.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
34.3KNew |
$3.07M - $3.4M
|
34.3K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.4KNew |
$2.45M - $2.71M
|
27.4K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.2K+ 53.77% |
$1.8M - $1.99M
|
57.6K
$5.35M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
13.5KNew |
$1.21M - $1.34M
|
13.5K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.1K+ 141.67% |
$1.17M - $1.29M
|
22.3K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$1.12M - $1.23M
|
12.5K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.74K+ 17.02% |
$871K - $964K
|
66.9K
$6.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.8K+ 188.56% |
$788K - $871K
|
13.5K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.71K+ 5.63% |
$690K - $763K
|
145K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
5.91KNew |
$529K - $585K
|
5.91K
$549K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.15K+ 103060.0% |
$461K - $510K
|
5.16K
$479K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.34KNew |
$388K - $430K
|
4.34K
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.71KNew |
$332K - $368K
|
3.71K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.58KNew |
$320K - $354K
|
3.58K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.29KNew |
$294K - $325K
|
3.29K
$305K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.22K+ 112.73% |
$288K - $318K
|
6.07K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
3.2KNew |
$286K - $317K
|
3.2K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94K+ 21.73% |
$263K - $291K
|
16.5K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.67K+ 32.57% |
$239K - $264K
|
10.9K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
2.65K+ 9.57% |
$237K - $262K
|
30.3K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.6KNew |
$233K - $258K
|
2.6K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.54KNew |
$227K - $251K
|
2.54K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.5KNew |
$224K - $247K
|
2.5K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.41KNew |
$216K - $239K
|
2.41K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.4KNew |
$215K - $238K
|
2.4K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.28K+ 99.22% |
$204K - $225K
|
4.57K
$425K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.21KNew |
$197K - $218K
|
2.21K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.14KNew |
$191K - $211K
|
2.14K
$198K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.12KNew |
$190K - $210K
|
2.12K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.1KNew |
$188K - $207K
|
2.1K
$195K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.98K+ 9.72% |
$177K - $196K
|
22.3K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.86K+ 0.35% |
$166K - $184K
|
527K
$48.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.81K+ 1.29% |
$162K - $179K
|
143K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.77K+ 40.09% |
$158K - $175K
|
6.18K
$573K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.51K+ 32.54% |
$135K - $150K
|
6.16K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.42K+ 3.86% |
$127K - $141K
|
38.2K
$3.55M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.4K+ 19.29% |
$125K - $139K
|
8.66K
$805K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
951+ 6.14% |
$85.1K - $94.1K
|
16.4K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
939+ 4.02% |
$84K - $92.9K
|
24.3K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
880+ 35.56% |
$78.8K - $87.1K
|
3.36K
$312K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
799+ 12.57% |
$71.5K - $79.1K
|
7.15K
$664K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
783+ 1.51% |
$70.1K - $77.5K
|
52.7K
$4.9M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
768+ 4.92% |
$68.7K - $76K
|
16.4K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
740+ 13.4% |
$66.2K - $73.2K
|
6.26K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
715+ 8.36% |
$64K - $70.8K
|
9.27K
$861K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
667+ 16.73% |
$59.7K - $66K
|
4.65K
$432K
|