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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
581+ 7.46% |
$52K - $57.5K
|
8.37K
$778K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
557+ 7.02% |
$49.8K - $55.1K
|
8.49K
$788K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
553+ 6.13% |
$49.5K - $54.7K
|
9.57K
$889K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
481+ 6.17% |
$43K - $47.6K
|
8.28K
$769K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
475+ 1.99% |
$42.5K - $47K
|
24.3K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
460+ 9.58% |
$41.2K - $45.5K
|
5.26K
$489K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
452+ 2.69% |
$40.4K - $44.7K
|
17.2K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
414New |
$37K - $41K
|
414
$38.4K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
364+ 4.66% |
$32.6K - $36K
|
8.18K
$759K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
352+ 7.56% |
$31.5K - $34.8K
|
5.01K
$465K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
336+ 1.42% |
$30.1K - $33.3K
|
24K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
328+ 1.82% |
$29.4K - $32.5K
|
18.3K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
294+ 5.42% |
$26.3K - $29.1K
|
5.72K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
243New |
$21.7K - $24.1K
|
243
$22.6K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
239+ 19.54% |
$21.4K - $23.7K
|
1.46K
$136K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
200+ 7.2% |
$17.9K - $19.8K
|
2.98K
$277K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
169New |
$15.1K - $16.7K
|
169
$15.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
150+ 3.77% |
$13.4K - $14.8K
|
4.13K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
146+ 2.14% |
$13.1K - $14.5K
|
6.98K
$649K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
142+ 0.2% |
$12.7K - $14.1K
|
70.1K
$6.51M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
139+ 3.22% |
$12.4K - $13.8K
|
4.45K
$414K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
86+ 1.34% |
$7.7K - $8.51K
|
6.5K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
83+ 0.6% |
$7.43K - $8.22K
|
13.8K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 3.33% |
$7.34K - $8.12K
|
2.55K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
81+ 2.58% |
$7.25K - $8.02K
|
3.23K
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
56+ 1.49% |
$5.01K - $5.54K
|
3.81K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
55New |
$4.92K - $5.44K
|
55
$5.11K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
49+ 0.32% |
$4.39K - $4.85K
|
15.3K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
42New |
$3.76K - $4.16K
|
42
$3.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
32+ 0.17% |
$2.86K - $3.17K
|
18.4K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29+ 0.75% |
$2.6K - $2.87K
|
3.91K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
28+ 1.74% |
$2.51K - $2.77K
|
1.64K
$152K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
27+ 0.38% |
$2.42K - $2.67K
|
7.09K
$659K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
22+ 0.57% |
$1.97K - $2.18K
|
3.9K
$362K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21+ 0.35% |
$1.88K - $2.08K
|
6.08K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.35% |
$1.52K - $1.68K
|
4.85K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.33% |
$1.52K - $1.68K
|
5.13K
$477K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
15+ 0.09% |
$1.34K - $1.48K
|
16.8K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
12+ 0.15% |
$1.07K - $1.19K
|
8.13K
$755K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.07K - $1.19K
|
3.59K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11+ 0.12% |
$984 - $1.09K
|
9.18K
$853K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.37% |
$984 - $1.09K
|
3K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.4% |
$984 - $1.09K
|
2.77K
$257K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
10+ 0.4% |
$895 - $990
|
2.52K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10+ 0.03% |
$895 - $990
|
33.3K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.24% |
$626 - $693
|
2.97K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6+ 0.02% |
$537 - $594
|
35.8K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$447 - $495
|
27.7K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.23% |
$447 - $495
|
2.16K
$200K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.52% |
$179 - $198
|
386
$35.8K
|