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 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-563- 17.65% |
$50.4K - $55.7K
|
2.63K
$244K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-579- 2.76% |
$51.8K - $57.3K
|
20.4K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-722- 3.33% |
$64.6K - $71.5K
|
20.9K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-750- 24.19% |
$67.1K - $74.2K
|
2.35K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-756- 7.49% |
$67.7K - $74.8K
|
9.34K
$868K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-769- 3.21% |
$68.8K - $76.1K
|
23.2K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-807- 2.74% |
$72.2K - $79.9K
|
28.7K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-900- 81.82% |
$80.5K - $89.1K
|
200
$18.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-954- 1.74% |
$85.4K - $94.4K
|
54K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-977- 2.07% |
$87.4K - $96.7K
|
46.2K
$4.29M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.06K- 9.54% |
$94.9K - $105K
|
10K
$933K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.09K- 2.91% |
$97.6K - $108K
|
36.4K
$3.38M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 14.03% |
$103K - $114K
|
7.06K
$656K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.33K- 23.61% |
$119K - $132K
|
4.3K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.36K- 2.5% |
$122K - $135K
|
53K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.37K- 9.33% |
$123K - $136K
|
13.3K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 11.28% |
$124K - $137K
|
10.9K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.53K- 7.51% |
$137K - $152K
|
18.9K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.59K- 5.01% |
$142K - $158K
|
30.2K
$2.8M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.67K- 6.23% |
$149K - $165K
|
25.1K
$2.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.69K- 38.41% |
$151K - $167K
|
2.7K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.71K- 37.72% |
$153K - $170K
|
2.83K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 0.45% |
$161K - $179K
|
400K
$37.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.81K- 28.69% |
$162K - $179K
|
4.51K
$418K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.11K- 2.91% |
$188K - $208K
|
70.2K
$6.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.12K- 18.48% |
$189K - $209K
|
9.33K
$866K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 42.71% |
$232K - $257K
|
3.48K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.86K- 27.09% |
$256K - $283K
|
7.7K
$715K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.92K- 56.88% |
$261K - $289K
|
2.21K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.57K- 9.17% |
$320K - $354K
|
35.4K
$3.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.64K- 13.04% |
$325K - $360K
|
24.2K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.06K- 7.91% |
$363K - $401K
|
47.2K
$4.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4.31K- 6.77% |
$386K - $427K
|
59.3K
$5.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.82K- 6.55% |
$431K - $477K
|
68.8K
$6.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 34.13% |
$517K - $572K
|
11.2K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-7K- 42.15% |
$626K - $693K
|
9.61K
$892K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.1K- 14.71% |
$996K - $1.1M
|
64.5K
$5.99M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-14K- 28.67% |
$1.25M - $1.39M
|
34.9K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.6K- 24.15% |
$1.84M - $2.04M
|
64.6K
$6M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23.9K- 5.22% |
$2.14M - $2.36M
|
434K
$40.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-39.2K- 87.29% |
$3.51M - $3.88M
|
5.7K
$530K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49K- 98.09% |
$4.39M - $4.85M
|
955
$88.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.8K- 29.51% |
$4.9M - $5.42M
|
131K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-71.8K- 98.34% |
$6.42M - $7.1M
|
1.21K
$112K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-90.9K- 20.53% |
$8.13M - $9M
|
352K
$32.7M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-136K- 33.1% |
$12.2M - $13.5M
|
275K
$25.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-148K- 95.19% |
$13.3M - $14.7M
|
7.48K
$695K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-153K- 80.39% |
$13.7M - $15.1M
|
37.3K
$3.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-802K- 99.96% |
$71.7M - $79.3M
|
296
$27.5K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.44M- 53.15% |
$308M - $340M
|
3.03M
$281M
|