Purchases and Sales Made in Q2 2025 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) 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 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71.8KNew |
$3.87M - $4.32M
|
71.8K
$4.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
7.01K+ 2.72% |
$378K - $422K
|
265K
$15.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.72KNew |
$363K - $405K
|
6.72K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.71K+ 6.53% |
$362K - $404K
|
109K
$6.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.61K+ 1.68% |
$357K - $397K
|
400K
$22.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.26K+ 11.09% |
$338K - $377K
|
62.7K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
5.17K+ 32.85% |
$279K - $311K
|
20.9K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.68K+ 9.81% |
$253K - $282K
|
52.4K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.24KNew |
$229K - $255K
|
4.24K
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.59KNew |
$194K - $216K
|
3.59K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.06K+ 9.28% |
$165K - $184K
|
36K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.89K+ 10.64% |
$102K - $114K
|
19.7K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.81K+ 80.49% |
$97.7K - $109K
|
4.06K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.18K+ 219.14% |
$63.6K - $70.9K
|
1.72K
$98.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
885+ 10.55% |
$47.8K - $53.3K
|
9.28K
$531K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
395+ 2.52% |
$21.3K - $23.8K
|
16.1K
$921K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
90+ 1.05% |
$4.86K - $5.42K
|
8.64K
$495K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.29% |
$2.16K - $2.41K
|
13.7K
$787K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.07% |
$270 - $301
|
6.92K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5+ 0.1% |
$270 - $301
|
4.9K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 0.25% |
$108 - $120
|
799
$45.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$108 - $120
|
470
$26.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.55% |
$54 - $60.2
|
182
$10.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.01% |
$54 - $60.2
|
9.66K
$553K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.04% |
$324 - $361
|
16.8K
$961K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.21% |
$702 - $782
|
6.13K
$351K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 0.8% |
$2.7K - $3.01K
|
6.19K
$354K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-70- 0.38% |
$3.78K - $4.21K
|
18.2K
$1.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-81- 0.4% |
$4.37K - $4.87K
|
20.3K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-100- 1.99% |
$5.4K - $6.02K
|
4.93K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-128- 0.92% |
$6.91K - $7.7K
|
13.7K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-232- 1.26% |
$12.5K - $14K
|
18.2K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-297- 1.47% |
$16K - $17.9K
|
19.9K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-330- 12.8% |
$17.8K - $19.9K
|
2.25K
$129K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-352- 2.2% |
$19K - $21.2K
|
15.6K
$895K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-355- 10.59% |
$19.2K - $21.4K
|
3K
$172K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-367- 36.16% |
$19.8K - $22.1K
|
648
$37.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-392- 6.32% |
$21.2K - $23.6K
|
5.81K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-395- 0.48% |
$21.3K - $23.8K
|
82.4K
$4.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-462- 4.42% |
$24.9K - $27.8K
|
10K
$573K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-515- 4.07% |
$27.8K - $31K
|
12.1K
$695K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-771- 7.14% |
$41.6K - $46.4K
|
10K
$574K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.17K- 11.64% |
$62.9K - $70.1K
|
8.85K
$507K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.31K- 57.62% |
$70.8K - $78.9K
|
965
$55.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.38K- 8.22% |
$74.7K - $83.3K
|
15.5K
$886K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.44K- 53.28% |
$77.9K - $86.9K
|
1.27K
$72.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.89K- 23.22% |
$102K - $114K
|
6.25K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.54K- 5.53% |
$191K - $213K
|
60.4K
$3.46M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-12K- 11.06% |
$649K - $724K
|
96.8K
$5.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-14.8K- 63.63% |
$800K - $892K
|
8.47K
$485K
|