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 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-48- 2.93% |
$4.3K - $4.75K
|
1.59K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-49- 0.87% |
$4.39K - $4.85K
|
5.61K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-50- 1.04% |
$4.47K - $4.95K
|
4.75K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-52- 2.21% |
$4.65K - $5.15K
|
2.3K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-56- 0.93% |
$5.01K - $5.54K
|
5.96K
$563K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-57- 0.14% |
$5.1K - $5.64K
|
39.5K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-60- 0.99% |
$5.37K - $5.94K
|
5.98K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-60- 1.08% |
$5.37K - $5.94K
|
5.51K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-62- 0.64% |
$5.55K - $6.14K
|
9.56K
$904K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-64- 21.99% |
$5.73K - $6.33K
|
227
$21.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-64- 4.52% |
$5.73K - $6.33K
|
1.35K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-69- 2.87% |
$6.17K - $6.83K
|
2.34K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-76- 50.33% |
$6.8K - $7.52K
|
75
$7.09K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-86- 6.31% |
$7.7K - $8.51K
|
1.28K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-94- 3.99% |
$8.41K - $9.3K
|
2.26K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-95- 0.37% |
$8.5K - $9.4K
|
25.6K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-96- 1.76% |
$8.59K - $9.5K
|
5.35K
$506K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-97- 21.95% |
$8.68K - $9.6K
|
345
$32.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-102- 51.0% |
$9.13K - $10.1K
|
98
$9.27K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-115- 1.6% |
$10.3K - $11.4K
|
7.07K
$669K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-116- 2.15% |
$10.4K - $11.5K
|
5.27K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-118- 6.0% |
$10.6K - $11.7K
|
1.85K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 87.72% |
$13.4K - $14.8K
|
21
$1.99K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-151- 1.1% |
$13.5K - $14.9K
|
13.5K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-160- 5.33% |
$14.3K - $15.8K
|
2.84K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-172- 66.93% |
$15.4K - $17K
|
85
$8.04K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-175- 2.19% |
$15.7K - $17.3K
|
7.82K
$740K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-187- 1.59% |
$16.7K - $18.5K
|
11.6K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-199- 16.76% |
$17.8K - $19.7K
|
988
$93.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-205- 1.48% |
$18.3K - $20.3K
|
13.6K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-206- 1.51% |
$18.4K - $20.4K
|
13.5K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-234- 1.36% |
$20.9K - $23.2K
|
16.9K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-238- 5.45% |
$21.3K - $23.6K
|
4.13K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-248- 1.77% |
$22.2K - $24.5K
|
13.8K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-286- 4.77% |
$25.6K - $28.3K
|
5.71K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-291- 4.73% |
$26K - $28.8K
|
5.86K
$554K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-300- 2.39% |
$26.8K - $29.7K
|
12.3K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-323- 7.94% |
$28.9K - $32K
|
3.75K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-361- 14.72% |
$32.3K - $35.7K
|
2.09K
$198K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-390- 1.55% |
$34.9K - $38.6K
|
24.7K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-392- 84.67% |
$35.1K - $38.8K
|
71
$6.71K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-420- 6.61% |
$37.6K - $41.6K
|
5.94K
$561K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-421- 21.92% |
$37.7K - $41.7K
|
1.5K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-426- 6.74% |
$38.1K - $42.2K
|
5.9K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-430- 1.18% |
$38.5K - $42.6K
|
35.9K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-450- 5.52% |
$40.3K - $44.5K
|
7.7K
$728K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-455- 65.19% |
$40.7K - $45K
|
243
$23K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-465- 7.19% |
$41.6K - $46K
|
6K
$568K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-480- 2.63% |
$43K - $47.5K
|
17.8K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-533- 6.47% |
$47.7K - $52.8K
|
7.7K
$728K
|