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 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-535- 16.41% |
$47.9K - $53K
|
2.73K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-538- 3.13% |
$48.1K - $53.3K
|
16.6K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-539Closed |
$48.2K - $53.4K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-544- 3.3% |
$48.7K - $53.8K
|
16K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-563- 17.65% |
$50.4K - $55.7K
|
2.63K
$248K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-579- 2.76% |
$51.8K - $57.3K
|
20.4K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-716- 15.41% |
$64.1K - $70.9K
|
3.93K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-722- 3.33% |
$64.6K - $71.5K
|
20.9K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-750- 24.19% |
$67.1K - $74.2K
|
2.35K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-756- 7.49% |
$67.7K - $74.8K
|
9.34K
$883K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-769- 3.21% |
$68.8K - $76.1K
|
23.2K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-785- 9.08% |
$70.2K - $77.7K
|
7.86K
$743K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-807- 2.74% |
$72.2K - $79.9K
|
28.7K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-900- 81.82% |
$80.5K - $89.1K
|
200
$18.9K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-946- 28.89% |
$84.7K - $93.6K
|
2.33K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-954- 1.74% |
$85.4K - $94.4K
|
54K
$5.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-977- 2.07% |
$87.4K - $96.7K
|
46.2K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.04K- 24.41% |
$93.1K - $103K
|
3.22K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.06K- 9.54% |
$94.9K - $105K
|
10K
$950K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.09K- 2.91% |
$97.6K - $108K
|
36.4K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.12K- 4.64% |
$101K - $111K
|
23.1K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.15K- 14.03% |
$103K - $114K
|
7.06K
$668K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.28K- 20.7% |
$114K - $126K
|
4.89K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.29K- 5.8% |
$115K - $127K
|
20.9K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.33K- 23.61% |
$119K - $132K
|
4.3K
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.36K- 2.5% |
$122K - $135K
|
53K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.37K- 9.33% |
$123K - $136K
|
13.3K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 11.28% |
$124K - $137K
|
10.9K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.53K- 7.51% |
$137K - $152K
|
18.9K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.58K- 6.99% |
$141K - $156K
|
21K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.59K- 5.01% |
$142K - $158K
|
30.2K
$2.85M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.67K- 6.23% |
$149K - $165K
|
25.1K
$2.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.69K- 38.41% |
$151K - $167K
|
2.7K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.71K- 37.72% |
$153K - $170K
|
2.83K
$268K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 0.45% |
$161K - $179K
|
400K
$37.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.81K- 28.69% |
$162K - $179K
|
4.51K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.91K- 5.05% |
$171K - $189K
|
35.9K
$3.39M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.11K- 2.91% |
$188K - $208K
|
70.2K
$6.64M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.11K- 15.39% |
$189K - $209K
|
11.6K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.12K- 18.48% |
$189K - $209K
|
9.33K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.35K- 10.31% |
$210K - $232K
|
20.4K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.51K- 17.6% |
$225K - $249K
|
11.8K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 42.71% |
$232K - $257K
|
3.48K
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.86K- 27.09% |
$256K - $283K
|
7.7K
$728K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.92K- 56.88% |
$261K - $289K
|
2.21K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.95K- 6.3% |
$264K - $292K
|
43.8K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.31K- 5.77% |
$296K - $328K
|
54.1K
$5.12M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-3.47K- 23.16% |
$310K - $343K
|
11.5K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.51K- 16.31% |
$314K - $348K
|
18K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.57K- 9.17% |
$320K - $354K
|
35.4K
$3.35M
|