Purchases and Sales Made in Q2 2025 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
198K+ 4.22% |
$16.7M - $19.1M
|
4.9M
$464M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
123KNew |
$10.4M - $11.8M
|
123K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65K+ 1341.97% |
$5.49M - $6.26M
|
69.9K
$6.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Passaic Partners LLC
|
BUY
|
- |
63.7K+ 41.5% |
$5.38M - $6.13M
|
217K
$20.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
62.5KNew |
$5.28M - $6.02M
|
62.5K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
54.7K+ 87.26% |
$4.62M - $5.26M
|
117K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.7K+ 83.11% |
$4.54M - $5.17M
|
118K
$11.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
44.1K+ 14895.27% |
$3.72M - $4.24M
|
44.4K
$4.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4K+ 103.08% |
$3.24M - $3.7M
|
75.7K
$7.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
34.7KNew |
$2.94M - $3.34M
|
34.7K
$3.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33.6K+ 2773.55% |
$2.84M - $3.23M
|
34.8K
$3.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
31.9KNew |
$2.69M - $3.07M
|
31.9K
$3.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31.8K+ 425.12% |
$2.69M - $3.06M
|
39.3K
$3.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
31.5KNew |
$2.66M - $3.03M
|
31.5K
$2.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
26.4K+ 5.0% |
$2.23M - $2.54M
|
553K
$52.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
21.9KNew |
$1.85M - $2.11M
|
21.9K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
21.9KNew |
$1.85M - $2.11M
|
21.9K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.4KNew |
$1.72M - $1.96M
|
20.4K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
16.7K+ 82.12% |
$1.41M - $1.61M
|
37K
$3.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.18K+ 13.72% |
$776K - $884K
|
76.1K
$7.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.59K+ 4.56% |
$557K - $634K
|
151K
$14.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
5.52KNew |
$466K - $531K
|
5.52K
$523K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.74KNew |
$400K - $456K
|
4.74K
$449K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.28KNew |
$361K - $411K
|
4.28K
$405K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 180.76% |
$357K - $407K
|
6.57K
$623K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.73K+ 22.4% |
$315K - $359K
|
20.4K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.71KNew |
$313K - $357K
|
3.71K
$352K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.97KNew |
$250K - $285K
|
2.97K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.76K+ 38.64% |
$234K - $266K
|
9.92K
$940K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.73K+ 23.53% |
$230K - $262K
|
14.3K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.72K+ 2.69% |
$230K - $262K
|
104K
$9.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.18K+ 55.93% |
$184K - $210K
|
6.08K
$576K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.18K+ 14.57% |
$184K - $209K
|
17.1K
$1.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.84K+ 6.73% |
$156K - $177K
|
29.2K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.77K+ 7.29% |
$149K - $170K
|
26K
$2.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.61KNew |
$136K - $155K
|
1.61K
$153K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 38.92% |
$118K - $134K
|
4.97K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.33KNew |
$113K - $128K
|
1.33K
$126K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.26K+ 29.12% |
$107K - $122K
|
5.6K
$531K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.24K+ 7.19% |
$105K - $119K
|
18.5K
$1.75M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.2K+ 4.85% |
$101K - $116K
|
25.9K
$2.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 2.59% |
$101K - $115K
|
47.4K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.19K+ 36.95% |
$101K - $115K
|
4.41K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.15K+ 3.47% |
$97.5K - $111K
|
34.5K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
1.01K+ 6.19% |
$85.7K - $97.6K
|
17.4K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
845+ 14.24% |
$71.4K - $81.3K
|
6.78K
$643K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
760New |
$64.2K - $73.2K
|
760
$72K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
740+ 9.62% |
$62.5K - $71.2K
|
8.44K
$800K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
700+ 15.91% |
$59.1K - $67.4K
|
5.1K
$483K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
692+ 1.31% |
$58.5K - $66.6K
|
53.4K
$5.06M
|