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 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-303- 1.74% |
$30.1K - $36.7K
|
17.1K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-319- 3.9% |
$31.7K - $38.6K
|
7.86K
$994K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-321- 5.01% |
$31.9K - $38.8K
|
6.08K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-339- 12.67% |
$33.6K - $41K
|
2.34K
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-380- 7.84% |
$37.7K - $46K
|
4.47K
$565K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-384- 10.25% |
$38.1K - $46.5K
|
3.36K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-386- 7.26% |
$38.3K - $46.7K
|
4.93K
$624K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-396- 8.59% |
$39.3K - $47.9K
|
4.22K
$533K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-399- 32.31% |
$39.6K - $48.3K
|
836
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-406- 10.53% |
$40.3K - $49.1K
|
3.45K
$436K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-448- 6.62% |
$44.5K - $54.2K
|
6.32K
$798K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-461- 1.22% |
$45.7K - $55.8K
|
37.5K
$4.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-466- 3.86% |
$46.2K - $56.4K
|
11.6K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-489- 10.74% |
$48.5K - $59.2K
|
4.06K
$514K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-490- 81.4% |
$48.6K - $59.3K
|
112
$14.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-502- 3.27% |
$49.8K - $60.7K
|
14.8K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-512- 12.49% |
$50.8K - $61.9K
|
3.59K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-525- 12.17% |
$52.1K - $63.5K
|
3.79K
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-569- 12.12% |
$56.5K - $68.8K
|
4.13K
$522K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-683- 14.97% |
$67.8K - $82.6K
|
3.88K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-704- 5.61% |
$69.9K - $85.2K
|
11.8K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-709- 7.76% |
$70.4K - $85.8K
|
8.42K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-726- 4.02% |
$72K - $87.8K
|
17.3K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-726- 5.62% |
$72K - $87.8K
|
12.2K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-772- 19.22% |
$76.6K - $93.4K
|
3.25K
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-795- 0.96% |
$78.9K - $96.2K
|
82.1K
$10.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-797- 3.94% |
$79.1K - $96.4K
|
19.4K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-875- 17.49% |
$86.8K - $106K
|
4.13K
$522K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-876- 3.42% |
$86.9K - $106K
|
24.7K
$3.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-880- 17.43% |
$87.3K - $106K
|
4.17K
$527K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-919- 0.78% |
$91.2K - $111K
|
117K
$14.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-920- 3.14% |
$91.3K - $111K
|
28.4K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.04K- 24.22% |
$103K - $125K
|
3.25K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.11K- 9.36% |
$110K - $135K
|
10.8K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 52.74% |
$115K - $140K
|
1.03K
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.16K- 30.24% |
$115K - $140K
|
2.67K
$338K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.19K- 18.8% |
$118K - $144K
|
5.15K
$651K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 14.0% |
$134K - $163K
|
8.28K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.57K- 22.79% |
$155K - $190K
|
5.31K
$671K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.65K- 28.51% |
$164K - $200K
|
4.14K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.03K- 5.94% |
$201K - $245K
|
32.1K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 35.28% |
$209K - $255K
|
3.86K
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.2K- 4.02% |
$219K - $267K
|
52.6K
$6.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.23K- 11.46% |
$221K - $269K
|
17.2K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.37K- 49.0% |
$235K - $287K
|
2.47K
$312K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.4K- 45.16% |
$238K - $290K
|
2.91K
$368K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.62K- 59.26% |
$260K - $317K
|
1.8K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.16K- 55.32% |
$314K - $383K
|
2.55K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.1K- 27.82% |
$407K - $496K
|
10.6K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.73K- 40.69% |
$469K - $572K
|
6.89K
$871K
|