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 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
25+ 1.03% |
$3.21K - $3.55K
|
2.46K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
25+ 2.51% |
$3.21K - $3.55K
|
1.02K
$151K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23+ 1.35% |
$2.96K - $3.27K
|
1.73K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
10+ 25.0% |
$1.29K - $1.42K
|
50
$7.38K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
9+ 0.29% |
$1.16K - $1.28K
|
3.1K
$458K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.28% |
$1.03K - $1.14K
|
2.85K
$421K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.37% |
$1.03K - $1.14K
|
2.16K
$318K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5+ 0.31% |
$643 - $710
|
1.63K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 100.0% |
$386 - $426
|
6
$886
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.11% |
$257 - $284
|
1.79K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.72% |
$129 - $142
|
59
$8.71K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1New |
$129 - $142
|
1
$148
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.02% |
$129 - $142
|
4.37K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 0.04% |
$257 - $284
|
5.36K
$791K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 17.86% |
$643 - $710
|
23
$3.4K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6- 0.05% |
$771 - $852
|
11.3K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7- 0.31% |
$900 - $994
|
2.22K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11- 11.7% |
$1.41K - $1.56K
|
83
$12.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-13- 2.91% |
$1.67K - $1.85K
|
434
$64.1K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-22- 0.61% |
$2.83K - $3.12K
|
3.6K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-29- 0.58% |
$3.73K - $4.12K
|
5.01K
$739K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-30- 1.8% |
$3.86K - $4.26K
|
1.63K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-32- 0.87% |
$4.11K - $4.54K
|
3.66K
$541K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 3.14% |
$5.14K - $5.68K
|
1.24K
$182K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-50- 2.32% |
$6.43K - $7.1K
|
2.1K
$311K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-52- 24.64% |
$6.68K - $7.39K
|
159
$23.5K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-58- 3.18% |
$7.45K - $8.24K
|
1.77K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 41.38% |
$7.71K - $8.52K
|
85
$12.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-104- 50.0% |
$13.4K - $14.8K
|
104
$15.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-137- 42.55% |
$17.6K - $19.5K
|
185
$27.3K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-170- 12.81% |
$21.9K - $24.1K
|
1.16K
$171K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-182- 1.58% |
$23.4K - $25.8K
|
11.4K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-194- 8.97% |
$24.9K - $27.6K
|
1.97K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-219- 2.12% |
$28.1K - $31.1K
|
10.1K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-283- 4.1% |
$36.4K - $40.2K
|
6.63K
$979K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-295- 6.96% |
$37.9K - $41.9K
|
3.95K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-326- 14.95% |
$41.9K - $46.3K
|
1.85K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-350- 5.6% |
$45K - $49.7K
|
5.9K
$872K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-364- 9.43% |
$46.8K - $51.7K
|
3.5K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-379- 17.89% |
$48.7K - $53.8K
|
1.74K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-440- 10.12% |
$56.6K - $62.5K
|
3.91K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-443- 10.12% |
$56.9K - $62.9K
|
3.93K
$581K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-475- 2.8% |
$61.1K - $67.5K
|
16.5K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-558- 15.62% |
$71.7K - $79.3K
|
3.02K
$445K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-576- 16.66% |
$74K - $81.8K
|
2.88K
$425K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1K- 38.65% |
$129K - $142K
|
1.59K
$234K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1K- 19.19% |
$129K - $142K
|
4.22K
$624K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.02K- 16.39% |
$131K - $145K
|
5.21K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.03K- 29.29% |
$132K - $146K
|
2.48K
$367K
|