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 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$89.5 - $99
|
5.69K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$89.5 - $99
|
2.3K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$89.5 - $99
|
1.35K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.28% |
$89.5 - $99
|
352
$32.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1- 0.13% |
$89.5 - $99
|
790
$73.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4- 0.07% |
$358 - $396
|
6.04K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6- 0.15% |
$537 - $594
|
4.04K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-8- 0.79% |
$716 - $792
|
1.01K
$93.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-16- 0.53% |
$1.43K - $1.58K
|
2.99K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 1.02% |
$1.52K - $1.68K
|
1.65K
$153K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18- 11.25% |
$1.61K - $1.78K
|
142
$13.2K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.66% |
$1.61K - $1.78K
|
2.69K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 7.48% |
$1.7K - $1.88K
|
235
$21.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-21- 0.13% |
$1.88K - $2.08K
|
15.7K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-21- 0.91% |
$1.88K - $2.08K
|
2.28K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 0.04% |
$2.95K - $3.27K
|
74.5K
$6.92M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-45- 1.63% |
$4.03K - $4.45K
|
2.71K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-48- 2.93% |
$4.3K - $4.75K
|
1.59K
$148K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-52- 2.21% |
$4.65K - $5.15K
|
2.3K
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-60- 1.08% |
$5.37K - $5.94K
|
5.51K
$511K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-62- 0.64% |
$5.55K - $6.14K
|
9.56K
$888K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-64- 4.52% |
$5.73K - $6.33K
|
1.35K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-64- 21.99% |
$5.73K - $6.33K
|
227
$21.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-69- 2.87% |
$6.17K - $6.83K
|
2.34K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-76- 50.33% |
$6.8K - $7.52K
|
75
$6.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-95- 0.37% |
$8.5K - $9.4K
|
25.6K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-102- 51.0% |
$9.13K - $10.1K
|
98
$9.1K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-115- 1.6% |
$10.3K - $11.4K
|
7.07K
$657K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-116- 2.15% |
$10.4K - $11.5K
|
5.27K
$489K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-118- 6.0% |
$10.6K - $11.7K
|
1.85K
$172K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 87.72% |
$13.4K - $14.8K
|
21
$1.95K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-187- 1.59% |
$16.7K - $18.5K
|
11.6K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-199- 16.76% |
$17.8K - $19.7K
|
988
$91.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-205- 1.48% |
$18.3K - $20.3K
|
13.6K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-206- 1.51% |
$18.4K - $20.4K
|
13.5K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-248- 1.77% |
$22.2K - $24.5K
|
13.8K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-286- 4.77% |
$25.6K - $28.3K
|
5.71K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-291- 4.73% |
$26K - $28.8K
|
5.86K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-300- 2.39% |
$26.8K - $29.7K
|
12.3K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-323- 7.94% |
$28.9K - $32K
|
3.75K
$348K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-390- 1.55% |
$34.9K - $38.6K
|
24.7K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-392- 84.67% |
$35.1K - $38.8K
|
71
$6.59K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-421- 21.92% |
$37.7K - $41.7K
|
1.5K
$139K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-450- 5.52% |
$40.3K - $44.5K
|
7.7K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-455- 65.19% |
$40.7K - $45K
|
243
$22.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-480- 2.63% |
$43K - $47.5K
|
17.8K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-533- 6.47% |
$47.7K - $52.8K
|
7.7K
$715K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-535- 16.41% |
$47.9K - $53K
|
2.73K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-538- 3.13% |
$48.1K - $53.3K
|
16.6K
$1.54M
|