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 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-52- 0.21% |
$6.29K - $7.85K
|
24.4K
$3.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.41% |
$7.37K - $9.2K
|
14.8K
$2.4M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-77- 2.46% |
$9.31K - $11.6K
|
3.05K
$497K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-80- 3.64% |
$9.67K - $12.1K
|
2.12K
$345K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-80- 4.73% |
$9.67K - $12.1K
|
1.61K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-95- 0.97% |
$11.5K - $14.3K
|
9.7K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.31% |
$12.9K - $16.1K
|
33.9K
$5.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-108- 0.28% |
$13.1K - $16.3K
|
39.1K
$6.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-108- 3.12% |
$13.1K - $16.3K
|
3.35K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-124- 0.53% |
$15K - $18.7K
|
23.2K
$3.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-150- 0.65% |
$18.1K - $22.6K
|
22.8K
$3.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-162- 2.98% |
$19.6K - $24.4K
|
5.28K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 9.57% |
$24.2K - $30.2K
|
1.89K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-208- 5.23% |
$25.1K - $31.4K
|
3.77K
$613K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-228- 14.49% |
$27.6K - $34.4K
|
1.35K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-264- 5.18% |
$31.9K - $39.8K
|
4.83K
$786K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-299- 5.31% |
$36.1K - $45.1K
|
5.34K
$868K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-300- 1.82% |
$36.3K - $45.3K
|
16.2K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-315- 5.1% |
$38.1K - $47.5K
|
5.87K
$954K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-318- 0.2% |
$38.4K - $48K
|
157K
$25.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-330- 4.74% |
$39.9K - $49.8K
|
6.63K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-343- 9.74% |
$41.5K - $51.7K
|
3.18K
$517K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-360- 7.59% |
$43.5K - $54.3K
|
4.38K
$713K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-403- 6.34% |
$48.7K - $60.8K
|
5.95K
$968K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-490- 2.28% |
$59.2K - $73.9K
|
21K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-499- 18.03% |
$60.3K - $75.3K
|
2.27K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-550- 8.42% |
$66.5K - $83K
|
5.98K
$974K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-558- 86.65% |
$67.5K - $84.2K
|
86
$14K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-585- 97.18% |
$70.7K - $88.3K
|
17
$2.77K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-645- 29.97% |
$78K - $97.3K
|
1.51K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-828- 34.64% |
$100K - $125K
|
1.56K
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-870- 27.97% |
$105K - $131K
|
2.24K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.1K- 1.16% |
$133K - $167K
|
94K
$15.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.11K- 16.0% |
$134K - $167K
|
5.83K
$948K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-1.13K- 17.74% |
$137K - $170K
|
5.24K
$852K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.33K- 3.39% |
$161K - $201K
|
38K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.38K- 26.57% |
$167K - $208K
|
3.81K
$620K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-1.42K- 50.0% |
$172K - $214K
|
1.42K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.55K- 12.55% |
$188K - $234K
|
10.8K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.6K- 60.46% |
$194K - $242K
|
1.05K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.64K- 28.94% |
$199K - $248K
|
4.04K
$657K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.18K- 44.35% |
$263K - $329K
|
2.73K
$445K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.59K- 2.73% |
$313K - $391K
|
92.3K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.75K- 17.72% |
$332K - $414K
|
12.8K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.03K- 90.21% |
$367K - $458K
|
329
$53.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.46K- 2.91% |
$418K - $521K
|
115K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.36K- 17.66% |
$527K - $657K
|
20.3K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.02K- 5.21% |
$728K - $909K
|
110K
$17.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.21K- 4.06% |
$751K - $937K
|
147K
$23.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.25K- 1.38% |
$756K - $943K
|
447K
$72.8M
|