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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-12- 0.06% |
$827 - $1.03K
|
18.9K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-13- 11.71% |
$896 - $1.11K
|
98
$8.43K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-27- 20.45% |
$1.86K - $2.31K
|
105
$9.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 2.85% |
$2K - $2.48K
|
989
$85.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-31- 0.44% |
$2.14K - $2.65K
|
6.95K
$598K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 0.89% |
$2.55K - $3.17K
|
4.12K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-38- 0.54% |
$2.62K - $3.25K
|
6.99K
$601K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-41- 0.25% |
$2.82K - $3.51K
|
16.5K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-48- 4.04% |
$3.31K - $4.11K
|
1.14K
$98K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-49- 6.93% |
$3.38K - $4.19K
|
658
$56.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-49- 0.58% |
$3.38K - $4.19K
|
8.42K
$724K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-56- 0.46% |
$3.86K - $4.79K
|
12K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-110- 2.79% |
$7.58K - $9.42K
|
3.83K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-113- 0.35% |
$7.79K - $9.67K
|
31.8K
$2.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-124- 0.52% |
$8.54K - $10.6K
|
23.7K
$2.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-132- 1.06% |
$9.09K - $11.3K
|
12.3K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-250- 9.47% |
$17.2K - $21.4K
|
2.39K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-279- 16.67% |
$19.2K - $23.9K
|
1.4K
$120K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-302- 7.93% |
$20.8K - $25.9K
|
3.51K
$302K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-331- 5.16% |
$22.8K - $28.3K
|
6.08K
$523K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-340- 1.51% |
$23.4K - $29.1K
|
22.2K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-394- 13.05% |
$27.1K - $33.7K
|
2.63K
$226K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-413- 5.84% |
$28.5K - $35.4K
|
6.66K
$573K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-479- 15.14% |
$33K - $41K
|
2.68K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-483- 6.1% |
$33.3K - $41.3K
|
7.44K
$639K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-501- 15.73% |
$34.5K - $42.9K
|
2.68K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-531- 1.66% |
$36.6K - $45.5K
|
31.4K
$2.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-545- 3.72% |
$37.6K - $46.7K
|
14.1K
$1.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-549- 17.65% |
$37.8K - $47K
|
2.56K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-553- 1.58% |
$38.1K - $47.3K
|
34.4K
$2.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-565- 6.39% |
$38.9K - $48.4K
|
8.28K
$712K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-590- 50.86% |
$40.7K - $50.5K
|
570
$49K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-600- 4.51% |
$41.3K - $51.4K
|
12.7K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-671- 21.81% |
$46.2K - $57.4K
|
2.41K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-682- 1.15% |
$47K - $58.4K
|
58.7K
$5.05M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-703- 54.79% |
$48.4K - $60.2K
|
580
$49.9K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-955- 12.15% |
$65.8K - $81.7K
|
6.9K
$594K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.09K- 12.57% |
$74.8K - $93K
|
7.56K
$650K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.14K- 19.8% |
$78.4K - $97.4K
|
4.61K
$396K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.15K- 0.73% |
$78.9K - $98K
|
157K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.16K- 18.11% |
$80K - $99.4K
|
5.25K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.19K- 4.19% |
$82.1K - $102K
|
27.3K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.2K- 58.46% |
$82.4K - $102K
|
850
$73.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.22K- 14.87% |
$84.2K - $105K
|
7K
$602K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.23K- 59.96% |
$85K - $106K
|
824
$70.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.24K- 1.25% |
$85.1K - $106K
|
97.9K
$8.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.34K- 16.4% |
$92.3K - $115K
|
6.83K
$588K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.47K- 3.23% |
$101K - $126K
|
44K
$3.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.63K- 1.3% |
$112K - $139K
|
124K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.67K- 73.65% |
$115K - $143K
|
599
$51.5K
|