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 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$99.2 - $121
|
1
$126
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5- 0.14% |
$496 - $605
|
3.63K
$459K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9- 0.04% |
$893 - $1.09K
|
23.4K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13- 0.46% |
$1.29K - $1.57K
|
2.81K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-15- 0.09% |
$1.49K - $1.81K
|
16.5K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26- 11.82% |
$2.58K - $3.15K
|
194
$24.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-36- 23.38% |
$3.57K - $4.36K
|
118
$14.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-40- 0.91% |
$3.97K - $4.84K
|
4.36K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-40- 1.31% |
$3.97K - $4.84K
|
3.01K
$380K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-44- 1.2% |
$4.37K - $5.32K
|
3.63K
$459K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-50- 70.42% |
$4.96K - $6.05K
|
21
$2.66K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 2.25% |
$4.96K - $6.05K
|
2.17K
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-59- 1.02% |
$5.85K - $7.14K
|
5.74K
$726K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-70- 60.87% |
$6.95K - $8.47K
|
45
$5.69K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-72- 1.46% |
$7.14K - $8.71K
|
4.85K
$614K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-74- 2.82% |
$7.34K - $8.95K
|
2.55K
$323K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-78- 0.28% |
$7.74K - $9.44K
|
27.9K
$3.53M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-81- 22.13% |
$8.04K - $9.8K
|
285
$36K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-86- 14.5% |
$8.53K - $10.4K
|
507
$64.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-89- 3.71% |
$8.83K - $10.8K
|
2.31K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-97- 1.01% |
$9.63K - $11.7K
|
9.52K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-102- 3.17% |
$10.1K - $12.3K
|
3.11K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-110- 1.64% |
$10.9K - $13.3K
|
6.61K
$835K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-110- 0.65% |
$10.9K - $13.3K
|
16.8K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-114- 36.66% |
$11.3K - $13.8K
|
197
$24.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-116- 2.15% |
$11.5K - $14K
|
5.28K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-120- 0.46% |
$11.9K - $14.5K
|
26K
$3.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-129- 2.56% |
$12.8K - $15.6K
|
4.91K
$621K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-144- 1.57% |
$14.3K - $17.4K
|
9.01K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-145- 7.7% |
$14.4K - $17.5K
|
1.74K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-147- 10.76% |
$14.6K - $17.8K
|
1.22K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-149- 2.72% |
$14.8K - $18K
|
5.32K
$673K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-151- 2.42% |
$15K - $18.3K
|
6.09K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-160- 12.23% |
$15.9K - $19.4K
|
1.15K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-184- 2.09% |
$18.3K - $22.3K
|
8.61K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-200- 5.08% |
$19.8K - $24.2K
|
3.74K
$472K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-213- 0.56% |
$21.1K - $25.8K
|
37.5K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-217- 8.71% |
$21.5K - $26.3K
|
2.27K
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-222- 2.33% |
$22K - $26.9K
|
9.3K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-225- 0.64% |
$22.3K - $27.2K
|
34.7K
$4.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-233- 6.2% |
$23.1K - $28.2K
|
3.53K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-249- 1.9% |
$24.7K - $30.1K
|
12.9K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-256- 2.93% |
$25.4K - $31K
|
8.49K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-276- 6.46% |
$27.4K - $33.4K
|
4K
$505K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-283- 3.45% |
$28.1K - $34.2K
|
7.92K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-290- 0.39% |
$28.8K - $35.1K
|
73.6K
$9.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-293- 4.86% |
$29.1K - $35.5K
|
5.74K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-301- 0.27% |
$29.9K - $36.4K
|
111K
$14.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-301- 0.5% |
$29.9K - $36.4K
|
60.4K
$7.63M
|