Purchases and Sales Made in Q1 2025 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) 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 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.17K+ 103.93% |
$642K - $710K
|
14.1K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.03K+ 10.42% |
$629K - $696K
|
74.4K
$7.04M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
5.91KNew |
$529K - $585K
|
5.91K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.85K+ 13.21% |
$524K - $579K
|
50.2K
$4.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.15K+ 103060.0% |
$461K - $510K
|
5.16K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.36KNew |
$390K - $432K
|
4.36K
$412K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.34KNew |
$388K - $430K
|
4.34K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
4.13K+ 12.97% |
$370K - $409K
|
36K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.05KNew |
$363K - $401K
|
4.05K
$383K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.71KNew |
$332K - $368K
|
3.71K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.58KNew |
$320K - $354K
|
3.58K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.5KNew |
$313K - $347K
|
3.5K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.29KNew |
$294K - $325K
|
3.29K
$311K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.22K+ 112.73% |
$288K - $318K
|
6.07K
$574K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
3.2KNew |
$286K - $317K
|
3.2K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94K+ 21.73% |
$263K - $291K
|
16.5K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
2.75KNew |
$246K - $272K
|
2.75K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.67K+ 32.57% |
$239K - $264K
|
10.9K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
2.65K+ 9.57% |
$237K - $262K
|
30.3K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.6KNew |
$233K - $258K
|
2.6K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.54KNew |
$227K - $251K
|
2.54K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.5KNew |
$224K - $247K
|
2.5K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.43KNew |
$217K - $240K
|
2.43K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.41KNew |
$216K - $239K
|
2.41K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.4KNew |
$215K - $238K
|
2.4K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.32KNew |
$208K - $230K
|
2.32K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.28K+ 99.22% |
$204K - $225K
|
4.57K
$432K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.21KNew |
$197K - $218K
|
2.21K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.14KNew |
$191K - $211K
|
2.14K
$202K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.12KNew |
$190K - $210K
|
2.12K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.1KNew |
$188K - $207K
|
2.1K
$198K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.98K+ 9.72% |
$177K - $196K
|
22.3K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.86K+ 0.35% |
$166K - $184K
|
527K
$49.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.81K+ 1.29% |
$162K - $179K
|
143K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.77K+ 40.09% |
$158K - $175K
|
6.18K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.73K+ 37.96% |
$154K - $171K
|
6.27K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.51K+ 32.54% |
$135K - $150K
|
6.16K
$583K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.42K+ 3.86% |
$127K - $141K
|
38.2K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.4K+ 19.29% |
$125K - $139K
|
8.66K
$819K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 1.36% |
$122K - $135K
|
102K
$9.63M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
1.3K+ 4.17% |
$116K - $129K
|
32.5K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.3K+ 4.0% |
$116K - $129K
|
33.8K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.15K+ 21.95% |
$103K - $114K
|
6.38K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.01K+ 70.85% |
$90.5K - $100K
|
2.44K
$231K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1K+ 13.89% |
$89.8K - $99.4K
|
8.23K
$778K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1K+ 71.43% |
$89.5K - $99K
|
2.4K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
951+ 6.14% |
$85.1K - $94.1K
|
16.4K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
946+ 40.62% |
$84.7K - $93.6K
|
3.28K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
939+ 4.02% |
$84K - $92.9K
|
24.3K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
880+ 2.06% |
$78.8K - $87.1K
|
43.6K
$4.12M
|