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 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5- 0.15% |
$712 - $741
|
3.32K
$476K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-17- 8.13% |
$2.42K - $2.52K
|
192
$27.6K
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-75- 8.82% |
$10.7K - $11.1K
|
775
$111K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-90- 1.71% |
$12.8K - $13.3K
|
5.17K
$743K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-100- 87.72% |
$14.2K - $14.8K
|
14
$2.01K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-119- 4.99% |
$16.9K - $17.6K
|
2.27K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-127- 34.6% |
$18.1K - $18.8K
|
240
$34.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 51.94% |
$19.1K - $19.9K
|
124
$17.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-154- 0.91% |
$21.9K - $22.8K
|
16.7K
$2.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-155- 1.29% |
$22.1K - $23K
|
11.8K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-160- 3.38% |
$22.8K - $23.7K
|
4.57K
$656K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-162- 1.79% |
$23.1K - $24K
|
8.9K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-169- 7.41% |
$24.1K - $25K
|
2.11K
$304K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-182- 1.87% |
$25.9K - $27K
|
9.57K
$1.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-184- 0.96% |
$26.2K - $27.3K
|
19.1K
$2.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-203- 8.53% |
$28.9K - $30.1K
|
2.18K
$313K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-255- 0.76% |
$36.3K - $37.8K
|
33.5K
$4.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-286- 6.89% |
$40.7K - $42.4K
|
3.87K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-310- 2.68% |
$44.2K - $45.9K
|
11.3K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-320- 36.12% |
$45.6K - $47.4K
|
566
$81.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-325- 4.84% |
$46.3K - $48.2K
|
6.39K
$918K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-370- 2.9% |
$52.7K - $54.8K
|
12.4K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-441- 30.58% |
$62.8K - $65.3K
|
1K
$144K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-679- 13.14% |
$96.7K - $101K
|
4.49K
$645K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-798- 27.53% |
$114K - $118K
|
2.1K
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-991- 41.33% |
$141K - $147K
|
1.41K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.2K- 1.81% |
$170K - $177K
|
64.8K
$9.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.37K- 15.45% |
$195K - $203K
|
7.49K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.75K- 30.05% |
$249K - $259K
|
4.07K
$585K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.9K- 7.83% |
$270K - $281K
|
22.3K
$3.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.75K- 5.17% |
$392K - $408K
|
50.5K
$7.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.42K- 16.96% |
$1.06M - $1.1M
|
36.3K
$5.22M
|