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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.3K- 32.88% |
$526K - $642K
|
10.8K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6.11K- 57.28% |
$606K - $739K
|
4.55K
$576K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.45K- 2.55% |
$640K - $780K
|
247K
$31.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6.9K- 75.0% |
$685K - $835K
|
2.3K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.13K- 63.19% |
$708K - $863K
|
4.16K
$525K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-7.57K- 11.88% |
$751K - $916K
|
56.1K
$7.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-11K- 40.65% |
$1.09M - $1.33M
|
16.1K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 59.32% |
$1.13M - $1.38M
|
7.81K
$987K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-18K- 89.43% |
$1.79M - $2.18M
|
2.13K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 9.82% |
$1.79M - $2.19M
|
166K
$21M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-19.1K- 23.69% |
$1.89M - $2.31M
|
61.5K
$7.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.4K- 4.98% |
$2.02M - $2.47M
|
390K
$49.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.6K- 3.11% |
$2.04M - $2.49M
|
641K
$81M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 7.37% |
$2.2M - $2.68M
|
278K
$35.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-24K- 76.6% |
$2.38M - $2.91M
|
7.34K
$927K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-25.2K- 53.46% |
$2.5M - $3.05M
|
21.9K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.6K- 64.39% |
$2.54M - $3.1M
|
14.2K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35K- 6.77% |
$3.47M - $4.24M
|
482K
$61M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-47.9K- 6.45% |
$4.75M - $5.8M
|
695K
$87.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-52.8K- 8.15% |
$5.24M - $6.39M
|
596K
$75.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.4K- 3.62% |
$5.59M - $6.82M
|
1.5M
$190M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-65.5K- 63.55% |
$6.5M - $7.92M
|
37.6K
$4.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-71.8K- 38.44% |
$7.13M - $8.69M
|
115K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-236K- 25.35% |
$23.4M - $28.5M
|
694K
$87.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-515K- 34.38% |
$51.1M - $62.3M
|
983K
$124M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-585K- 92.0% |
$58.1M - $70.8M
|
50.9K
$6.43M
|