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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.1K+ 159.25% |
$5.21M - $6.51M
|
70.2K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.6K+ 12.18% |
$4.3M - $5.37M
|
328K
$53.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
16.5KNew |
$1.99M - $2.49M
|
16.5K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
16.3KNew |
$1.97M - $2.46M
|
16.3K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.8K+ 15.9% |
$1.67M - $2.09M
|
101K
$16.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
10.3K+ 1392.14% |
$1.24M - $1.55M
|
11K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.65KNew |
$804K - $1M
|
6.65K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.76K+ 21.07% |
$576K - $719K
|
27.4K
$4.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.2K+ 14989.29% |
$507K - $633K
|
4.23K
$687K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.81KNew |
$461K - $575K
|
3.81K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.57K+ 1427.2% |
$431K - $538K
|
3.82K
$621K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.28KNew |
$396K - $494K
|
3.28K
$533K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.07K+ 62.87% |
$371K - $463K
|
7.94K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.98K+ 7.68% |
$360K - $449K
|
41.7K
$6.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.75KNew |
$333K - $415K
|
2.75K
$448K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.73KNew |
$330K - $411K
|
2.73K
$443K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.71KNew |
$328K - $409K
|
2.71K
$441K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
2.67KNew |
$322K - $402K
|
2.67K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.37K+ 15.97% |
$287K - $358K
|
17.2K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.32KNew |
$281K - $350K
|
2.32K
$378K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.27KNew |
$274K - $342K
|
2.27K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.23K+ 18.87% |
$269K - $336K
|
14K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.17K+ 13.15% |
$262K - $327K
|
18.7K
$3.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.79K+ 11.71% |
$216K - $269K
|
17K
$2.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.78K+ 3.09% |
$215K - $268K
|
59.2K
$9.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.75K+ 2.67% |
$212K - $265K
|
67.4K
$11M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.64K+ 18.98% |
$198K - $247K
|
10.2K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.58K+ 68.03% |
$190K - $238K
|
3.89K
$633K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.55KNew |
$187K - $233K
|
1.55K
$251K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 42.34% |
$177K - $221K
|
4.94K
$803K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.45KNew |
$175K - $218K
|
1.45K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45KNew |
$175K - $218K
|
1.45K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.41KNew |
$171K - $213K
|
1.41K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$170K - $212K
|
1.4K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1.4KNew |
$169K - $211K
|
1.4K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
1.38KNew |
$167K - $208K
|
1.38K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.36KNew |
$165K - $206K
|
1.36K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.33KNew |
$160K - $200K
|
1.33K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.2K+ 0.9% |
$145K - $181K
|
135K
$21.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.15K+ 2.21% |
$138K - $173K
|
53K
$8.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
843+ 16.51% |
$102K - $127K
|
5.95K
$968K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
803+ 33.98% |
$97.1K - $121K
|
3.17K
$515K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
689+ 4.23% |
$83.3K - $104K
|
17K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
543+ 14.84% |
$65.6K - $81.9K
|
4.2K
$683K
|
|
|
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
$696K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 26.22% |
$60.5K - $75.4K
|
2.41K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
433+ 1.71% |
$52.3K - $65.3K
|
25.7K
$4.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
426New |
$51.5K - $64.3K
|
426
$69.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
400+ 38.1% |
$48.4K - $60.3K
|
1.45K
$236K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
374+ 8.99% |
$45.2K - $56.4K
|
4.54K
$738K
|