Purchases and Sales Made in Q2 2025 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) 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 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
23.8K+ 21.87% |
$2.74M - $3.39M
|
133K
$19M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
8.21KNew |
$945K - $1.17M
|
8.21K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.33KNew |
$613K - $758K
|
5.33K
$764K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.42K+ 22.36% |
$509K - $630K
|
24.2K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.28KNew |
$493K - $610K
|
4.28K
$614K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.61KNew |
$300K - $371K
|
2.61K
$374K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
230+ 47.62% |
$26.5K - $32.7K
|
713
$102K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
154+ 0.35% |
$17.7K - $21.9K
|
43.7K
$6.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
114New |
$13.1K - $16.2K
|
114
$16.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4+ 0.23% |
$460 - $569
|
1.75K
$251K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.18% |
$345 - $427
|
1.7K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7- 0.15% |
$805 - $996
|
4.73K
$678K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-28- 6.41% |
$3.22K - $3.98K
|
409
$58.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-105- 0.16% |
$12.1K - $14.9K
|
66K
$9.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-289- 6.17% |
$33.3K - $41.1K
|
4.4K
$630K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-503- 26.34% |
$57.9K - $71.6K
|
1.41K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-5.05K- 13.0% |
$581K - $718K
|
33.8K
$4.84M
|