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 |
|---|---|---|---|---|---|---|---|
|
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 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
108New |
$9.12K - $10.4K
|
108
$10.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
104+ 7.11% |
$8.79K - $10K
|
1.57K
$148K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
104New |
$8.79K - $10K
|
104
$9.86K
|
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 0.31% |
$8.45K - $9.63K
|
32.6K
$3.09M
|
|
|
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
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
57New |
$4.82K - $5.49K
|
57
$5.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
44+ 2.68% |
$3.72K - $4.24K
|
1.68K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
37+ 0.52% |
$3.13K - $3.56K
|
7.13K
$676K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
30+ 1.32% |
$2.53K - $2.89K
|
2.31K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25+ 0.56% |
$2.11K - $2.41K
|
4.48K
$425K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.39% |
$2.03K - $2.31K
|
6.2K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24+ 0.31% |
$2.03K - $2.31K
|
7.85K
$744K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
16+ 0.45% |
$1.35K - $1.54K
|
3.61K
$342K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
16+ 0.54% |
$1.35K - $1.54K
|
2.99K
$283K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
15+ 0.03% |
$1.27K - $1.44K
|
47.2K
$4.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15+ 0.18% |
$1.27K - $1.44K
|
8.14K
$772K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 0.51% |
$1.18K - $1.35K
|
2.79K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
13+ 0.52% |
$1.1K - $1.25K
|
2.54K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
12+ 0.23% |
$1.01K - $1.16K
|
5.28K
$501K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.54% |
$591 - $674
|
1.31K
$124K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6+ 0.16% |
$507 - $578
|
3.72K
$353K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.22% |
$422 - $481
|
2.31K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4New |
$338 - $385
|
4
$379
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.01% |
$253 - $289
|
23.2K
$2.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.52% |
$169 - $193
|
388
$36.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$169 - $193
|
5.86K
$555K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.91% |
$84.5 - $96.3
|
111
$10.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.07% |
$84.5 - $96.3
|
1.35K
$128K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1+ 0.03% |
$84.5 - $96.3
|
3.91K
$370K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.05% |
$84.5 - $96.3
|
2.14K
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.04% |
$84.5 - $96.3
|
2.3K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$84.5 - $96.3
|
5.69K
$540K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2- 0.09% |
$169 - $193
|
2.2K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.57% |
$169 - $193
|
350
$33.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5- 0.74% |
$422 - $481
|
668
$63.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-10- 0.54% |
$845 - $963
|
1.84K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-10- 0.34% |
$845 - $963
|
2.93K
$278K
|