Purchases and Sales Made in Q2 2025 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) 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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
27.9KNew |
$2.77M - $3.38M
|
27.9K
$3.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.24KNew |
$817K - $996K
|
8.24K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.66KNew |
$165K - $201K
|
1.66K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.26K+ 17.58% |
$125K - $152K
|
8.4K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.25K+ 39.9% |
$124K - $151K
|
4.39K
$533K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
568+ 11.49% |
$56.4K - $68.7K
|
5.51K
$669K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
461+ 0.87% |
$45.7K - $55.8K
|
53.4K
$6.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
237+ 3.63% |
$23.5K - $28.7K
|
6.77K
$822K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
232+ 1.16% |
$23K - $28.1K
|
20.3K
$2.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
137+ 60.35% |
$13.6K - $16.6K
|
364
$44.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43New |
$4.27K - $5.2K
|
43
$5.22K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
43+ 0.47% |
$4.27K - $5.2K
|
9.14K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.3% |
$992 - $1.21K
|
3.32K
$402K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.34% |
$992 - $1.21K
|
2.99K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6+ 0.3% |
$595 - $726
|
2K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.36% |
$397 - $484
|
1.12K
$136K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26- 11.82% |
$2.58K - $3.15K
|
194
$23.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-40- 0.91% |
$3.97K - $4.84K
|
4.36K
$529K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-74- 2.82% |
$7.34K - $8.95K
|
2.55K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-89- 3.71% |
$8.83K - $10.8K
|
2.31K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-102- 3.17% |
$10.1K - $12.3K
|
3.11K
$378K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-217- 8.71% |
$21.5K - $26.3K
|
2.27K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-283- 3.45% |
$28.1K - $34.2K
|
7.92K
$961K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-290- 0.39% |
$28.8K - $35.1K
|
73.6K
$8.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-293- 4.86% |
$29.1K - $35.5K
|
5.74K
$697K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-384- 10.25% |
$38.1K - $46.5K
|
3.36K
$408K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-512- 12.49% |
$50.8K - $61.9K
|
3.59K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 52.74% |
$115K - $140K
|
1.03K
$126K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.3K- 32.88% |
$526K - $642K
|
10.8K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-7.57K- 11.88% |
$751K - $916K
|
56.1K
$6.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-25.2K- 53.46% |
$2.5M - $3.05M
|
21.9K
$2.66M
|