Purchases and Sales Made in Q2 2025 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.04K+ 37.08% |
$120K - $145K
|
3.83K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
480+ 17.16% |
$55.8K - $67.2K
|
3.28K
$468K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
478New |
$55.5K - $66.9K
|
478
$68.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
276+ 4600.0% |
$32.1K - $38.6K
|
282
$40.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
196+ 5.41% |
$22.8K - $27.4K
|
3.82K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
191+ 4.25% |
$22.2K - $26.7K
|
4.68K
$667K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
123+ 7.12% |
$14.3K - $17.2K
|
1.85K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
76+ 4.07% |
$8.83K - $10.6K
|
1.94K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
65+ 5.26% |
$7.55K - $9.1K
|
1.3K
$185K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38+ 48.1% |
$4.41K - $5.32K
|
117
$16.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$1.16K - $1.4K
|
10
$1.43K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$697 - $840
|
1.64K
$233K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.57% |
$116 - $140
|
177
$25.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1+ 100.0% |
$116 - $140
|
2
$285
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$116 - $140
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19- 14.18% |
$2.21K - $2.66K
|
115
$16.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-58- 6.04% |
$6.74K - $8.12K
|
902
$129K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-106- 5.72% |
$12.3K - $14.8K
|
1.75K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-109- 4.26% |
$12.7K - $15.3K
|
2.45K
$349K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-127- 4.69% |
$14.8K - $17.8K
|
2.58K
$368K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-146- 9.06% |
$17K - $20.4K
|
1.47K
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-500- 12.67% |
$58.1K - $70K
|
3.45K
$491K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.99K- 17.52% |
$231K - $278K
|
9.36K
$1.34M
|