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 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
313+ 5.41% |
$37.8K - $47.2K
|
6.1K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 7.4% |
$24.2K - $30.2K
|
2.9K
$472K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
185+ 2.57% |
$22.4K - $27.9K
|
7.38K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
137+ 2.21% |
$16.6K - $20.7K
|
6.34K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
135+ 0.59% |
$16.3K - $20.4K
|
23K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
113+ 0.54% |
$13.7K - $17K
|
21.1K
$3.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
75+ 2.59% |
$9.07K - $11.3K
|
2.97K
$483K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
74+ 0.29% |
$8.95K - $11.2K
|
25.3K
$4.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62+ 1.36% |
$7.5K - $9.35K
|
4.62K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
61+ 0.55% |
$7.37K - $9.2K
|
11.2K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
52+ 2.76% |
$6.29K - $7.85K
|
1.94K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48+ 0.66% |
$5.8K - $7.24K
|
7.31K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
45+ 2.87% |
$5.44K - $6.79K
|
1.62K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35New |
$4.23K - $5.28K
|
35
$5.69K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31+ 0.72% |
$3.75K - $4.68K
|
4.31K
$701K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
30+ 1.96% |
$3.63K - $4.53K
|
1.56K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
26+ 1.91% |
$3.14K - $3.92K
|
1.39K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 4.56% |
$2.54K - $3.17K
|
482
$78.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
19+ 0.21% |
$2.3K - $2.87K
|
8.89K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 0.23% |
$2.06K - $2.56K
|
7.29K
$1.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13+ 0.31% |
$1.57K - $1.96K
|
4.16K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
13+ 0.04% |
$1.57K - $1.96K
|
33.7K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10+ 0.25% |
$1.21K - $1.51K
|
4.04K
$657K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.22% |
$967 - $1.21K
|
3.59K
$584K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8+ 0.27% |
$967 - $1.21K
|
3.02K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.24% |
$967 - $1.21K
|
3.41K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.06% |
$967 - $1.21K
|
13.9K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$725 - $905
|
2.58K
$419K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
6+ 0.27% |
$725 - $905
|
2.24K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6+ 0.13% |
$725 - $905
|
4.47K
$726K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
BUY
|
- |
3+ 0.18% |
$363 - $453
|
1.69K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2New |
$242 - $302
|
2
$325
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$242 - $302
|
1.72K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2+ 0.19% |
$242 - $302
|
1.07K
$175K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.09% |
$242 - $302
|
2.26K
$367K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$242 - $302
|
2.27K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.22% |
$242 - $302
|
921
$150K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$121 - $151
|
4.85K
$789K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.04% |
$121 - $151
|
2.78K
$453K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.02% |
$121 - $151
|
4.16K
$677K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1- 0.02% |
$121 - $151
|
4.61K
$749K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 1.59% |
$121 - $151
|
62
$10.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.04% |
$484 - $603
|
9.32K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 3.68% |
$605 - $754
|
131
$21.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-9- 0.15% |
$1.09K - $1.36K
|
6.15K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-13- 20.0% |
$1.57K - $1.96K
|
52
$8.46K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25- 0.54% |
$3.02K - $3.77K
|
4.62K
$751K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-26- 1.22% |
$3.14K - $3.92K
|
2.1K
$341K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-44- 0.4% |
$5.32K - $6.64K
|
10.9K
$1.77M
|