Purchases and Sales Made in Q1 2025 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30K+ 1430.41% |
$3.86M - $4.26M
|
32.1K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
23KNew |
$2.96M - $3.27M
|
23K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9K+ 130.7% |
$2.31M - $2.55M
|
31.7K
$4.36M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.7K+ 1918.49% |
$1.76M - $1.95M
|
14.4K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.32K+ 9.55% |
$940K - $1.04M
|
83.9K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.51K+ 41.22% |
$837K - $925K
|
22.3K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.5K+ 2.48% |
$836K - $923K
|
269K
$37M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.34KNew |
$558K - $616K
|
4.34K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.33K+ 6.49% |
$557K - $616K
|
71.2K
$9.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.15K+ 266.07% |
$533K - $589K
|
5.71K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.86K+ 84.57% |
$496K - $548K
|
8.42K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.32K+ 1.11% |
$426K - $471K
|
302K
$41.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8KNew |
$360K - $397K
|
2.8K
$385K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.58KNew |
$332K - $367K
|
2.58K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.4KNew |
$308K - $340K
|
2.4K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.08KNew |
$267K - $295K
|
2.08K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.07KNew |
$266K - $294K
|
2.07K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03KNew |
$261K - $288K
|
2.03K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2K+ 123.61% |
$257K - $284K
|
3.62K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.98K+ 128.61% |
$254K - $281K
|
3.52K
$484K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.87KNew |
$240K - $265K
|
1.87K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.67K+ 201.57% |
$215K - $237K
|
2.5K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.61KNew |
$207K - $229K
|
1.61K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$193K - $213K
|
1.5K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.5KNew |
$193K - $213K
|
1.5K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.29K+ 40.93% |
$166K - $184K
|
4.45K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.22K+ 120.99% |
$157K - $174K
|
2.23K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.14K+ 7.06% |
$146K - $161K
|
17.2K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.12K+ 167.01% |
$144K - $160K
|
1.8K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1K+ 5.96% |
$142K - $156K
|
19.6K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
963+ 10.8% |
$124K - $137K
|
9.88K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
901+ 42.0% |
$116K - $128K
|
3.05K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
787+ 21.26% |
$101K - $112K
|
4.49K
$618K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
620+ 28.52% |
$79.7K - $88.1K
|
2.79K
$385K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
617New |
$79.3K - $87.6K
|
617
$85K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
615+ 15.0% |
$79K - $87.3K
|
4.72K
$649K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
527+ 17.03% |
$67.7K - $74.8K
|
3.62K
$499K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
324+ 14.9% |
$41.6K - $46K
|
2.5K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
244+ 0.05% |
$31.4K - $34.7K
|
453K
$62.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
208New |
$26.7K - $29.5K
|
208
$28.6K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
200New |
$25.7K - $28.4K
|
200
$27.5K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
196+ 2.88% |
$25.2K - $27.8K
|
7.01K
$965K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
176New |
$22.6K - $25K
|
176
$24.2K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100+ 12.5% |
$12.9K - $14.2K
|
900
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92+ 2.47% |
$11.8K - $13.1K
|
3.82K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
59+ 2.29% |
$7.58K - $8.38K
|
2.64K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55+ 275.0% |
$7.07K - $7.81K
|
75
$10.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44+ 18.41% |
$5.66K - $6.25K
|
283
$39K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
28+ 0.35% |
$3.6K - $3.98K
|
7.99K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
27New |
$3.47K - $3.83K
|
27
$3.72K
|