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 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
42New |
$3.76K - $4.16K
|
42
$3.97K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
37+ 0.35% |
$3.31K - $3.66K
|
10.6K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
32+ 0.17% |
$2.86K - $3.17K
|
18.4K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29+ 0.75% |
$2.6K - $2.87K
|
3.91K
$369K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
28+ 15.73% |
$2.51K - $2.77K
|
206
$19.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
28+ 1.74% |
$2.51K - $2.77K
|
1.64K
$155K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
27+ 0.38% |
$2.42K - $2.67K
|
7.09K
$671K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
22+ 0.57% |
$1.97K - $2.18K
|
3.9K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21+ 0.35% |
$1.88K - $2.08K
|
6.08K
$575K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.35% |
$1.52K - $1.68K
|
4.85K
$458K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.33% |
$1.52K - $1.68K
|
5.13K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
15+ 0.09% |
$1.34K - $1.48K
|
16.8K
$1.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.07K - $1.19K
|
3.59K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
12+ 0.15% |
$1.07K - $1.19K
|
8.13K
$769K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.4% |
$984 - $1.09K
|
2.77K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11+ 0.12% |
$984 - $1.09K
|
9.18K
$868K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.37% |
$984 - $1.09K
|
3K
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
10+ 0.4% |
$895 - $990
|
2.52K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
10+ 0.03% |
$895 - $990
|
33.3K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.24% |
$626 - $693
|
2.97K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6+ 0.02% |
$537 - $594
|
35.8K
$3.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.23% |
$447 - $495
|
2.16K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.38% |
$447 - $495
|
1.31K
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$447 - $495
|
27.7K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.38% |
$268 - $297
|
793
$75K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.52% |
$179 - $198
|
386
$36.5K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$89.5 - $99
|
1
$94.6
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$89.5 - $99
|
2.3K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.28% |
$89.5 - $99
|
352
$33.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$89.5 - $99
|
5.69K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.96% |
$89.5 - $99
|
105
$9.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$89.5 - $99
|
1.35K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 2.0% |
$89.5 - $99
|
51
$4.82K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1- 0.13% |
$89.5 - $99
|
790
$74.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4- 0.07% |
$358 - $396
|
6.04K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6- 0.15% |
$537 - $594
|
4.04K
$382K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-8- 0.79% |
$716 - $792
|
1.01K
$95K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-16- 0.53% |
$1.43K - $1.58K
|
2.99K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 1.02% |
$1.52K - $1.68K
|
1.65K
$156K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.66% |
$1.61K - $1.78K
|
2.69K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18- 11.25% |
$1.61K - $1.78K
|
142
$13.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 7.48% |
$1.7K - $1.88K
|
235
$22.2K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-21- 0.91% |
$1.88K - $2.08K
|
2.28K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-21- 0.13% |
$1.88K - $2.08K
|
15.7K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-31- 4.52% |
$2.77K - $3.07K
|
655
$61.9K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-32- 0.69% |
$2.86K - $3.17K
|
4.61K
$436K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 0.04% |
$2.95K - $3.27K
|
74.5K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-34- 0.51% |
$3.04K - $3.37K
|
6.6K
$624K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-45- 1.63% |
$4.03K - $4.45K
|
2.71K
$257K
|