Purchases and Sales Made in Q2 2025 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.2K+ 4.85% |
$101K - $116K
|
25.9K
$2.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 2.59% |
$101K - $115K
|
47.4K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.19K+ 36.95% |
$101K - $115K
|
4.41K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.15K+ 3.47% |
$97.5K - $111K
|
34.5K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.06K+ 6.42% |
$89.2K - $102K
|
17.5K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
BUY
|
- |
1.01K+ 6.19% |
$85.7K - $97.6K
|
17.4K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
868+ 14.13% |
$73.3K - $83.5K
|
7.01K
$665K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
845+ 14.24% |
$71.4K - $81.3K
|
6.78K
$643K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
760New |
$64.2K - $73.2K
|
760
$72K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
740+ 9.62% |
$62.5K - $71.2K
|
8.44K
$800K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
700+ 15.91% |
$59.1K - $67.4K
|
5.1K
$483K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
692+ 1.31% |
$58.5K - $66.6K
|
53.4K
$5.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
652+ 9.23% |
$55.1K - $62.8K
|
7.72K
$731K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
592+ 37.23% |
$50K - $57K
|
2.18K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
525+ 5.66% |
$44.4K - $50.5K
|
9.79K
$928K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
508New |
$42.9K - $48.9K
|
508
$48.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
493+ 8.17% |
$41.6K - $47.5K
|
6.53K
$619K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
470+ 4.91% |
$39.7K - $45.2K
|
10K
$952K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
434+ 20.71% |
$36.7K - $41.8K
|
2.53K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
432+ 1.8% |
$36.5K - $41.6K
|
24.4K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
388+ 7.37% |
$32.8K - $37.3K
|
5.65K
$536K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
373+ 5.74% |
$31.5K - $35.9K
|
6.87K
$651K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
355+ 11.01% |
$30K - $34.2K
|
3.58K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
312+ 8.97% |
$26.4K - $30K
|
3.79K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
308+ 68.9% |
$26K - $29.6K
|
755
$71.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
278+ 6.34% |
$23.5K - $26.8K
|
4.66K
$442K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
271+ 1.48% |
$22.9K - $26.1K
|
18.6K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
265+ 1.69% |
$22.4K - $25.5K
|
16K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
263+ 0.69% |
$22.2K - $25.3K
|
38.5K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
226+ 7.59% |
$19.1K - $21.8K
|
3.2K
$304K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
220+ 20.0% |
$18.6K - $21.2K
|
1.32K
$125K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
212+ 3.49% |
$17.9K - $20.4K
|
6.28K
$595K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
207+ 0.68% |
$17.5K - $19.9K
|
30.5K
$2.89M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
192New |
$16.2K - $18.5K
|
192
$18.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
188+ 4.94% |
$15.9K - $18.1K
|
3.99K
$379K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
180+ 428.57% |
$15.2K - $17.3K
|
222
$21K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
169+ 5.41% |
$14.3K - $16.3K
|
3.29K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
161+ 6.34% |
$13.6K - $15.5K
|
2.7K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
159+ 3.17% |
$13.4K - $15.3K
|
5.17K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
156+ 75.73% |
$13.2K - $15K
|
362
$34.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
155+ 4.95% |
$13.1K - $14.9K
|
3.29K
$312K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$12.2K - $13.9K
|
144
$13.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
120+ 3.65% |
$10.1K - $11.6K
|
3.41K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
110+ 4.23% |
$9.29K - $10.6K
|
2.71K
$257K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 168.75% |
$9.12K - $10.4K
|
172
$16.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
104New |
$8.79K - $10K
|
104
$9.86K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
104+ 7.11% |
$8.79K - $10K
|
1.57K
$148K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
70New |
$5.91K - $6.74K
|
70
$6.64K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62+ 1.05% |
$5.24K - $5.97K
|
5.96K
$565K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
58+ 0.38% |
$4.9K - $5.58K
|
15.4K
$1.46M
|