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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
880+ 35.56% |
$78.8K - $87.1K
|
3.36K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
799+ 12.57% |
$71.5K - $79.1K
|
7.15K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
783+ 1.51% |
$70.1K - $77.5K
|
52.7K
$4.99M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
768+ 4.92% |
$68.7K - $76K
|
16.4K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
740+ 13.4% |
$66.2K - $73.2K
|
6.26K
$592K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
715+ 8.36% |
$64K - $70.8K
|
9.27K
$876K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
667+ 16.73% |
$59.7K - $66K
|
4.65K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
600+ 185.19% |
$53.7K - $59.4K
|
924
$87.4K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
600+ 15.79% |
$53.7K - $59.4K
|
4.4K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
581+ 7.46% |
$52K - $57.5K
|
8.37K
$792K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
557+ 7.02% |
$49.8K - $55.1K
|
8.49K
$802K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
553+ 6.13% |
$49.5K - $54.7K
|
9.57K
$905K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
481+ 6.17% |
$43K - $47.6K
|
8.28K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
475+ 1.99% |
$42.5K - $47K
|
24.3K
$2.3M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
470New |
$42.1K - $46.5K
|
470
$44.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
460+ 9.58% |
$41.2K - $45.5K
|
5.26K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
452+ 2.69% |
$40.4K - $44.7K
|
17.2K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
447New |
$40K - $44.2K
|
447
$42.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
414New |
$37K - $41K
|
414
$39.1K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
388+ 17.53% |
$34.7K - $38.4K
|
2.6K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
364+ 4.66% |
$32.6K - $36K
|
8.18K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
361+ 8.46% |
$32.3K - $35.7K
|
4.63K
$437K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
352+ 7.56% |
$31.5K - $34.8K
|
5.01K
$474K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
336+ 1.42% |
$30.1K - $33.3K
|
24K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
328+ 1.82% |
$29.4K - $32.5K
|
18.3K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
324+ 15.95% |
$29K - $32.1K
|
2.36K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
294+ 5.42% |
$26.3K - $29.1K
|
5.72K
$541K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
243New |
$21.7K - $24.1K
|
243
$23K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
239+ 19.54% |
$21.4K - $23.7K
|
1.46K
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
200+ 7.2% |
$17.9K - $19.8K
|
2.98K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
181+ 2.9% |
$16.2K - $17.9K
|
6.43K
$608K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
169New |
$15.1K - $16.7K
|
169
$16K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
153+ 5.15% |
$13.7K - $15.1K
|
3.12K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
150+ 3.77% |
$13.4K - $14.8K
|
4.13K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
146+ 2.14% |
$13.1K - $14.5K
|
6.98K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
142+ 0.2% |
$12.7K - $14.1K
|
70.1K
$6.63M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
139+ 3.22% |
$12.4K - $13.8K
|
4.45K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
113+ 0.76% |
$10.1K - $11.2K
|
14.9K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
101New |
$9.04K - $10K
|
101
$9.55K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
95+ 0.9% |
$8.5K - $9.4K
|
10.7K
$1.01M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
92+ 0.26% |
$8.23K - $9.11K
|
35.9K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
86+ 1.34% |
$7.7K - $8.51K
|
6.5K
$614K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
83+ 0.6% |
$7.43K - $8.22K
|
13.8K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82+ 3.33% |
$7.34K - $8.12K
|
2.55K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
81+ 2.58% |
$7.25K - $8.02K
|
3.23K
$305K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
56+ 1.49% |
$5.01K - $5.54K
|
3.81K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
55New |
$4.92K - $5.44K
|
55
$5.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
49+ 0.32% |
$4.39K - $4.85K
|
15.3K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
47+ 50.54% |
$4.21K - $4.65K
|
140
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
43+ 0.66% |
$3.85K - $4.26K
|
6.55K
$619K
|