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 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
900New |
$62K - $77K
|
900
$77.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
867+ 3.8% |
$59.7K - $74.2K
|
23.7K
$2.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
655+ 186.61% |
$45.1K - $56.1K
|
1.01K
$86.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
634+ 11.22% |
$43.7K - $54.3K
|
6.29K
$541K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
631+ 3.47% |
$43.5K - $54K
|
18.8K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
624+ 20.56% |
$43K - $53.4K
|
3.66K
$315K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
569+ 4.45% |
$39.2K - $48.7K
|
13.4K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
539+ 64.71% |
$37.1K - $46.1K
|
1.37K
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
495+ 53.63% |
$34.1K - $42.4K
|
1.42K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
481+ 1173.17% |
$33.1K - $41.2K
|
522
$44.9K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
472+ 1.93% |
$32.5K - $40.4K
|
24.9K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
466+ 2.25% |
$32.1K - $39.9K
|
21.1K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
365+ 1.23% |
$25.1K - $31.2K
|
30.1K
$2.59M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
363New |
$25K - $31.1K
|
363
$31.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
350+ 53.85% |
$24.1K - $30K
|
1K
$86K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
320+ 3.82% |
$22K - $27.4K
|
8.69K
$748K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
306New |
$21.1K - $26.2K
|
306
$26.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
300New |
$20.7K - $25.7K
|
300
$25.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
253+ 0.97% |
$17.4K - $21.7K
|
26.4K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
251+ 2.74% |
$17.3K - $21.5K
|
9.41K
$809K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
234+ 4.87% |
$16.1K - $20K
|
5.04K
$433K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
213+ 3.64% |
$14.7K - $18.2K
|
6.06K
$521K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
195+ 5.95% |
$13.4K - $16.7K
|
3.47K
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
178+ 8.52% |
$12.3K - $15.2K
|
2.27K
$195K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
156+ 1.41% |
$10.7K - $13.4K
|
11.2K
$965K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
153+ 1.47% |
$10.5K - $13.1K
|
10.6K
$908K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 5.81% |
$10.3K - $12.8K
|
2.73K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
144+ 3.93% |
$9.92K - $12.3K
|
3.81K
$328K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
113+ 41.85% |
$7.79K - $9.67K
|
383
$32.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
74+ 1.53% |
$5.1K - $6.33K
|
4.91K
$423K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
34+ 0.64% |
$2.34K - $2.91K
|
5.34K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
23New |
$1.58K - $1.97K
|
23
$1.98K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20+ 3.79% |
$1.38K - $1.71K
|
548
$47.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
17+ 0.28% |
$1.17K - $1.46K
|
6.17K
$530K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 1.65% |
$1.03K - $1.28K
|
922
$79.3K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11+ 0.38% |
$758 - $942
|
2.93K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.2% |
$620 - $770
|
4.49K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.08% |
$482 - $599
|
9.25K
$795K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.21% |
$413 - $514
|
2.85K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.31% |
$138 - $171
|
645
$55.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.06% |
$138 - $171
|
3.51K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
2+ 0.03% |
$138 - $171
|
5.86K
$504K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.28% |
$138 - $171
|
714
$61.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$68.9 - $85.6
|
4.66K
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$68.9 - $85.6
|
2.89K
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.29% |
$68.9 - $85.6
|
340
$29.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$68.9 - $85.6
|
623
$53.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$68.9 - $85.6
|
529
$45.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5- 0.14% |
$345 - $428
|
3.68K
$317K
|