Purchases and Sales Made in Q3 2025 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.6K+ 735.49% |
$3.07M - $3.19M
|
24.5K
$3.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
BUY
|
- |
7.78K+ 94.7% |
$1.11M - $1.15M
|
16K
$2.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.49KNew |
$1.07M - $1.11M
|
7.49K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.14KNew |
$589K - $613K
|
4.14K
$594K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.32KNew |
$473K - $492K
|
3.32K
$477K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
2.53K+ 6.15% |
$360K - $375K
|
43.7K
$6.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.12KNew |
$303K - $315K
|
2.12K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2.04KNew |
$291K - $303K
|
2.04K
$293K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.93K+ 36.28% |
$275K - $286K
|
7.26K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.77K+ 2.49% |
$251K - $262K
|
72.7K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.42K+ 33.15% |
$203K - $211K
|
5.71K
$821K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 86.5% |
$173K - $180K
|
2.62K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.07% |
$171K - $178K
|
40.4K
$5.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.06K+ 8.85% |
$150K - $156K
|
13K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
636+ 1.84% |
$90.6K - $94.2K
|
35.2K
$5.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
571+ 7.63% |
$81.3K - $84.6K
|
8.06K
$1.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
545+ 20.9% |
$77.6K - $80.8K
|
3.15K
$453K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
528+ 74.05% |
$75.2K - $78.2K
|
1.24K
$178K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
499+ 8.07% |
$71.1K - $73.9K
|
6.69K
$961K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
289+ 1.6% |
$41.2K - $42.8K
|
18.3K
$2.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
236New |
$33.6K - $35K
|
236
$33.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
220New |
$31.3K - $32.6K
|
220
$31.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
217+ 4.12% |
$30.9K - $32.2K
|
5.48K
$788K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
199+ 4.4% |
$28.3K - $29.5K
|
4.72K
$679K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
198+ 4.98% |
$28.2K - $29.3K
|
4.18K
$600K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
123+ 0.89% |
$17.5K - $18.2K
|
13.9K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111+ 4.99% |
$15.8K - $16.4K
|
2.34K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
49+ 0.97% |
$6.98K - $7.26K
|
5.1K
$733K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
48New |
$6.84K - $7.11K
|
48
$6.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
29+ 1.43% |
$4.13K - $4.3K
|
2.05K
$295K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
17+ 0.43% |
$2.42K - $2.52K
|
3.93K
$565K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 30.43% |
$997 - $1.04K
|
30
$4.31K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.16% |
$855 - $889
|
3.75K
$539K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.31% |
$712 - $741
|
1.64K
$236K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.29% |
$712 - $741
|
1.7K
$244K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.29% |
$712 - $741
|
1.76K
$252K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.15% |
$570 - $593
|
2.69K
$386K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.19% |
$570 - $593
|
2.09K
$300K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.1% |
$427 - $445
|
2.97K
$426K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$142 - $148
|
5.62K
$807K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.04% |
$142 - $148
|
2.47K
$355K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.04% |
$142 - $148
|
2.81K
$404K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.46% |
$142 - $148
|
218
$31.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1- 0.02% |
$142 - $148
|
4.4K
$631K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.03% |
$142 - $148
|
3.05K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5- 0.15% |
$712 - $741
|
3.32K
$476K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-18- 47.37% |
$2.56K - $2.67K
|
20
$2.87K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-26- 1.58% |
$3.7K - $3.85K
|
1.62K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34- 2.65% |
$4.84K - $5.04K
|
1.25K
$180K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-40- 1.92% |
$5.7K - $5.93K
|
2.04K
$293K
|