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 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.67K- 73.65% |
$115K - $143K
|
599
$51.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.75K- 38.17% |
$121K - $150K
|
2.84K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 13.85% |
$129K - $160K
|
11.6K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.07K- 42.09% |
$142K - $177K
|
2.85K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.11K- 15.64% |
$145K - $181K
|
11.4K
$979K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.25K- 1.35% |
$155K - $193K
|
164K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 4.51% |
$167K - $208K
|
51.4K
$4.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.64K- 14.96% |
$182K - $226K
|
15K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.95K- 0.74% |
$203K - $252K
|
394K
$33.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.38K- 98.71% |
$233K - $289K
|
44
$3.78K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.8K- 3.17% |
$262K - $325K
|
116K
$9.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.79K- 62.61% |
$330K - $410K
|
2.86K
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.96K- 6.71% |
$342K - $424K
|
69K
$5.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.09K- 7.26% |
$350K - $435K
|
65K
$5.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.38K- 89.63% |
$370K - $460K
|
622
$53.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.16K- 1.54% |
$493K - $613K
|
457K
$39.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.5K- 2.64% |
$724K - $899K
|
388K
$33.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11K- 33.89% |
$761K - $946K
|
21.6K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 27.69% |
$1.21M - $1.5M
|
45.8K
$3.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.9K- 9.33% |
$1.51M - $1.88M
|
213K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.1K- 2.03% |
$1.52M - $1.89M
|
1.07M
$91.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31.7K- 6.89% |
$2.18M - $2.71M
|
428K
$36.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.3K- 27.63% |
$3.33M - $4.14M
|
127K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-65.2K- 11.77% |
$4.49M - $5.58M
|
489K
$42.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-131K- 9.18% |
$9.02M - $11.2M
|
1.3M
$111M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-208K- 12.81% |
$14.4M - $17.8M
|
1.42M
$122M
|