Purchases and Sales Made in Q2 2025 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) 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 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
16.3KNew |
$1.97M - $2.46M
|
16.3K
$2.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.81KNew |
$461K - $575K
|
3.81K
$585K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.28KNew |
$396K - $494K
|
3.28K
$503K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.73KNew |
$330K - $411K
|
2.73K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.37K+ 15.97% |
$287K - $358K
|
17.2K
$2.64M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.27KNew |
$274K - $342K
|
2.27K
$349K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.79K+ 11.71% |
$216K - $269K
|
17K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.55KNew |
$187K - $233K
|
1.55K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$170K - $212K
|
1.4K
$215K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.36KNew |
$165K - $206K
|
1.36K
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.15K+ 2.21% |
$138K - $173K
|
53K
$8.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
803+ 33.98% |
$97.1K - $121K
|
3.17K
$486K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
500+ 13.23% |
$60.5K - $75.4K
|
4.28K
$657K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62+ 1.36% |
$7.5K - $9.35K
|
4.62K
$709K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
45+ 2.87% |
$5.44K - $6.79K
|
1.62K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 4.56% |
$2.54K - $3.17K
|
482
$74K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8+ 0.27% |
$967 - $1.21K
|
3.02K
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.24% |
$967 - $1.21K
|
3.41K
$523K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$242 - $302
|
2.27K
$349K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-13- 20.0% |
$1.57K - $1.96K
|
52
$7.99K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.31% |
$12.9K - $16.1K
|
33.9K
$5.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-150- 0.65% |
$18.1K - $22.6K
|
22.8K
$3.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-299- 5.31% |
$36.1K - $45.1K
|
5.34K
$819K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-300- 1.82% |
$36.3K - $45.3K
|
16.2K
$2.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-330- 4.74% |
$39.9K - $49.8K
|
6.63K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-360- 7.59% |
$43.5K - $54.3K
|
4.38K
$673K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-550- 8.42% |
$66.5K - $83K
|
5.98K
$919K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-1.13K- 17.74% |
$137K - $170K
|
5.24K
$805K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.55K- 12.55% |
$188K - $234K
|
10.8K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.6K- 60.46% |
$194K - $242K
|
1.05K
$161K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-7.69K- 8.42% |
$929K - $1.16M
|
83.5K
$12.8M
|