Purchases and Sales Made in Q3 2025 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
39.9KNew |
$6.01M - $6.5M
|
39.9K
$6.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.36K+ 31.12% |
$808K - $872K
|
22.6K
$3.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.77KNew |
$568K - $614K
|
3.77K
$613K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.54KNew |
$534K - $576K
|
3.54K
$576K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.09K+ 100.05% |
$314K - $340K
|
4.17K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.61K+ 11.5% |
$243K - $262K
|
15.6K
$2.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.52KNew |
$228K - $247K
|
1.52K
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
685+ 10.33% |
$103K - $112K
|
7.32K
$1.19M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
316+ 1.86% |
$47.6K - $51.5K
|
17.3K
$2.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
12+ 0.13% |
$1.81K - $1.95K
|
9.29K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.26% |
$1.36K - $1.47K
|
3.42K
$556K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.23% |
$1.06K - $1.14K
|
3.03K
$492K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$452 - $488
|
1.39K
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$302 - $326
|
3.28K
$533K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$302 - $326
|
2.27K
$370K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.21% |
$151 - $163
|
483
$78.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-5- 0.36% |
$754 - $814
|
1.4K
$227K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-14- 8.75% |
$2.11K - $2.28K
|
146
$23.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36- 1.31% |
$5.43K - $5.86K
|
2.72K
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-74- 4.5% |
$11.2K - $12K
|
1.57K
$256K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-79- 1.25% |
$11.9K - $12.9K
|
6.26K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-116- 1.07% |
$17.5K - $18.9K
|
10.8K
$1.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-131- 1.21% |
$19.7K - $21.3K
|
10.7K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-170- 6.41% |
$25.6K - $27.7K
|
2.48K
$404K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-260- 5.94% |
$39.2K - $42.3K
|
4.12K
$670K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-292- 37.01% |
$44K - $47.5K
|
497
$80.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-295- 1.29% |
$44.5K - $48K
|
22.6K
$3.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 3.65% |
$187K - $202K
|
32.7K
$5.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.75K- 3.26% |
$566K - $611K
|
111K
$18.1M
|