Purchases and Sales Made in Q2 2025 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) 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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 11.34% |
$7.45M - $9.26M
|
1.06M
$91.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
90.5K+ 42.17% |
$6.23M - $7.74M
|
305K
$26.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
53.9KNew |
$3.71M - $4.61M
|
53.9K
$4.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49.9K+ 18.51% |
$3.44M - $4.27M
|
319K
$27.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.6K+ 4.24% |
$1.42M - $1.76M
|
505K
$43.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9.3K+ 26.33% |
$641K - $796K
|
44.6K
$3.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.9K+ 5.09% |
$545K - $676K
|
163K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.36K+ 53.73% |
$507K - $630K
|
21K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.08K+ 692.86% |
$488K - $606K
|
8.1K
$697K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6.43KNew |
$443K - $550K
|
6.43K
$553K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.75K+ 182.21% |
$396K - $492K
|
8.9K
$765K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.53K+ 8.24% |
$381K - $474K
|
72.7K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.46K+ 5.5% |
$376K - $468K
|
105K
$9.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.42K+ 151.69% |
$373K - $464K
|
8.99K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.75K+ 23.45% |
$327K - $407K
|
25K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.73K+ 17.1% |
$326K - $405K
|
32.4K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.6KNew |
$317K - $394K
|
4.6K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.31K+ 139.34% |
$297K - $369K
|
7.4K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.2K+ 62.54% |
$290K - $360K
|
10.9K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.86K+ 13.25% |
$266K - $330K
|
33K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.72K+ 2.95% |
$256K - $319K
|
130K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.68KNew |
$254K - $315K
|
3.68K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.58K+ 3.56% |
$247K - $307K
|
104K
$8.96M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.47K+ 33.86% |
$239K - $297K
|
13.7K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.25K+ 7384.09% |
$224K - $278K
|
3.29K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.09KNew |
$213K - $264K
|
3.09K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.99K+ 9.78% |
$206K - $256K
|
33.5K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.9K+ 12.65% |
$200K - $248K
|
25.8K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.85KNew |
$196K - $244K
|
2.85K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.84KNew |
$195K - $243K
|
2.84K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.83K+ 91.05% |
$195K - $242K
|
5.93K
$510K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.73KNew |
$188K - $233K
|
2.73K
$234K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.72KNew |
$188K - $233K
|
2.72K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.61K+ 0.53% |
$180K - $224K
|
493K
$42.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.55K+ 4.21% |
$176K - $219K
|
63.2K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.51KNew |
$173K - $215K
|
2.51K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.4KNew |
$165K - $205K
|
2.4K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.4KNew |
$165K - $205K
|
2.4K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.38KNew |
$164K - $204K
|
2.38K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.25K+ 1.98% |
$155K - $193K
|
116K
$9.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.72K+ 267.7% |
$119K - $148K
|
2.37K
$204K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 0.86% |
$92.8K - $115K
|
159K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.27K+ 2.02% |
$87.3K - $108K
|
64.1K
$5.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 44.95% |
$85.6K - $106K
|
4.01K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.2K+ 15.59% |
$82.5K - $102K
|
8.88K
$764K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.15K+ 41.15% |
$79.1K - $98.3K
|
3.94K
$339K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.06K+ 2.91% |
$73.2K - $90.9K
|
37.5K
$3.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
950New |
$65.5K - $81.3K
|
950
$81.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
942+ 2.17% |
$64.9K - $80.6K
|
44.3K
$3.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
900New |
$62K - $77K
|
900
$77.4K
|