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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.64K- 13.04% |
$325K - $360K
|
24.2K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.04K- 27.36% |
$361K - $400K
|
10.7K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.06K- 7.91% |
$363K - $401K
|
47.2K
$4.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-4.31K- 6.77% |
$386K - $427K
|
59.3K
$5.59M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.41K- 47.13% |
$395K - $436K
|
4.95K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.82K- 6.55% |
$431K - $477K
|
68.8K
$6.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 34.13% |
$517K - $572K
|
11.2K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-6.19K- 45.26% |
$554K - $612K
|
7.48K
$704K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-7K- 42.15% |
$626K - $693K
|
9.61K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.31K- 4.77% |
$654K - $723K
|
146K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.65K- 3.92% |
$863K - $955K
|
237K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.1K- 14.71% |
$996K - $1.1M
|
64.5K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 5.76% |
$1.02M - $1.12M
|
186K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-14K- 28.67% |
$1.25M - $1.39M
|
34.9K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.1K- 13.71% |
$1.44M - $1.59M
|
101K
$9.51M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-16.4K- 39.84% |
$1.47M - $1.63M
|
24.8K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.5K- 15.37% |
$1.57M - $1.73M
|
96.4K
$9.07M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.1K- 2.57% |
$1.79M - $1.98M
|
761K
$71.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.6K- 24.15% |
$1.84M - $2.04M
|
64.6K
$6.08M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23.9K- 5.22% |
$2.14M - $2.36M
|
434K
$40.8M
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-25.3K- 14.16% |
$2.26M - $2.5M
|
153K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.4K- 32.69% |
$2.27M - $2.51M
|
52.3K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-33.7K- 77.41% |
$3.02M - $3.34M
|
9.85K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-35.1K- 14.71% |
$3.14M - $3.48M
|
204K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-35.4K- 90.54% |
$3.17M - $3.5M
|
3.7K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-39.2K- 87.29% |
$3.51M - $3.88M
|
5.7K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-40.6K- 78.81% |
$3.63M - $4.02M
|
10.9K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49K- 98.09% |
$4.39M - $4.85M
|
955
$89.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.8K- 29.51% |
$4.9M - $5.42M
|
131K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-71.8K- 98.34% |
$6.42M - $7.1M
|
1.21K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-72.1K- 57.89% |
$6.46M - $7.14M
|
52.5K
$4.94M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-90.9K- 20.53% |
$8.13M - $9M
|
352K
$33.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-107K- 80.95% |
$9.61M - $10.6M
|
25.3K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-117K- 97.09% |
$10.4M - $11.5M
|
3.49K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-136K- 33.1% |
$12.2M - $13.5M
|
275K
$25.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-148K- 95.19% |
$13.3M - $14.7M
|
7.48K
$704K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-153K- 80.39% |
$13.7M - $15.1M
|
37.3K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-174K- 4.34% |
$15.6M - $17.2M
|
3.84M
$361M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-220K- 48.85% |
$19.7M - $21.8M
|
230K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-256K- 37.69% |
$22.9M - $25.3M
|
422K
$39.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-291K- 8.78% |
$26M - $28.8M
|
3.02M
$284M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-372K- 19.75% |
$33.3M - $36.9M
|
1.51M
$142M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-400K- 35.5% |
$35.8M - $39.6M
|
727K
$68.4M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-666K- 73.43% |
$59.6M - $65.9M
|
241K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-800K- 84.21% |
$71.6M - $79.2M
|
150K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-802K- 99.96% |
$71.7M - $79.3M
|
296
$27.9K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-907K- 99.33% |
$81.2M - $89.8M
|
6.14K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.35M- 60.1% |
$211M - $233M
|
1.56M
$147M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.44M- 53.15% |
$308M - $340M
|
3.03M
$285M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.89M- 48.9% |
$349M - $385M
|
4.07M
$383M
|