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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
170+ 2.85% |
$16.9K - $20.6K
|
6.14K
$776K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
167+ 1.63% |
$16.6K - $20.2K
|
10.4K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
150New |
$14.9K - $18.1K
|
150
$19K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
144+ 2.54% |
$14.3K - $17.4K
|
5.81K
$735K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
144+ 2.34% |
$14.3K - $17.4K
|
6.31K
$797K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
141+ 3.04% |
$14K - $17.1K
|
4.78K
$605K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
137+ 60.35% |
$13.6K - $16.6K
|
364
$46K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
131+ 39.22% |
$13K - $15.8K
|
465
$58.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
109New |
$10.8K - $13.2K
|
109
$13.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
104+ 2.03% |
$10.3K - $12.6K
|
5.23K
$661K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
102+ 5.98% |
$10.1K - $12.3K
|
1.81K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100+ 10.0% |
$9.92K - $12.1K
|
1.1K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
97+ 3.63% |
$9.63K - $11.7K
|
2.77K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
90+ 1.93% |
$8.93K - $10.9K
|
4.75K
$601K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
79+ 2.55% |
$7.84K - $9.56K
|
3.18K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
78+ 2.53% |
$7.74K - $9.44K
|
3.16K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
59+ 0.79% |
$5.85K - $7.14K
|
7.51K
$950K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
50+ 0.91% |
$4.96K - $6.05K
|
5.52K
$697K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43New |
$4.27K - $5.2K
|
43
$5.44K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
43+ 0.47% |
$4.27K - $5.2K
|
9.14K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
41+ 0.27% |
$4.07K - $4.96K
|
15.1K
$1.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
40+ 0.2% |
$3.97K - $4.84K
|
19.7K
$2.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
39+ 0.44% |
$3.87K - $4.72K
|
8.91K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
36+ 0.32% |
$3.57K - $4.36K
|
11.3K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
33+ 3.11% |
$3.27K - $3.99K
|
1.1K
$138K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
27+ 8.85% |
$2.68K - $3.27K
|
332
$42K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26+ 0.25% |
$2.58K - $3.15K
|
10.4K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
25+ 0.48% |
$2.48K - $3.02K
|
5.24K
$662K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
25+ 6.33% |
$2.48K - $3.02K
|
420
$53.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$2.28K - $2.78K
|
23
$2.91K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.32% |
$2.18K - $2.66K
|
6.89K
$871K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 1.04% |
$1.49K - $1.81K
|
1.45K
$184K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.34% |
$1.39K - $1.69K
|
4.18K
$528K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14+ 0.12% |
$1.39K - $1.69K
|
12.2K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10+ 0.3% |
$992 - $1.21K
|
3.32K
$419K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.34% |
$992 - $1.21K
|
2.99K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$992 - $1.21K
|
10
$1.26K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.18% |
$893 - $1.09K
|
5.08K
$642K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8+ 0.36% |
$794 - $968
|
2.22K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.11% |
$794 - $968
|
7.56K
$956K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$595 - $726
|
1.92K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6+ 0.3% |
$595 - $726
|
2K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
5+ 0.08% |
$496 - $605
|
6.47K
$817K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.36% |
$397 - $484
|
1.12K
$142K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.29% |
$198 - $242
|
699
$88.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2+ 0.04% |
$198 - $242
|
4.45K
$563K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$198 - $242
|
636
$80.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$99.2 - $121
|
1.02K
$129K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1+ 0.02% |
$99.2 - $121
|
4.32K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$99.2 - $121
|
2.98K
$377K
|