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 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-111- 5.93% |
$9.38K - $10.7K
|
1.76K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-130- 5.55% |
$11K - $12.5K
|
2.21K
$210K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-145- 66.21% |
$12.2K - $14K
|
74
$7.02K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-157- 1.68% |
$13.3K - $15.1K
|
9.18K
$870K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-163- 2.74% |
$13.8K - $15.7K
|
5.79K
$549K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-173- 3.78% |
$14.6K - $16.7K
|
4.4K
$417K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-175- 4.96% |
$14.8K - $16.8K
|
3.35K
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-179- 1.87% |
$15.1K - $17.2K
|
9.39K
$890K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-187- 2.23% |
$15.8K - $18K
|
8.19K
$776K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-190- 3.68% |
$16.1K - $18.3K
|
4.97K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-196- 2.31% |
$16.6K - $18.9K
|
8.29K
$786K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-200- 3.35% |
$16.9K - $19.3K
|
5.78K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-202- 2.47% |
$17.1K - $19.4K
|
7.97K
$756K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-210- 86.78% |
$17.7K - $20.2K
|
32
$3.03K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-210- 2.97% |
$17.7K - $20.2K
|
6.86K
$651K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-229- 1.35% |
$19.3K - $22K
|
16.7K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-237- 3.95% |
$20K - $22.8K
|
5.77K
$547K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-279- 2.63% |
$23.6K - $26.9K
|
10.3K
$980K
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-292- 2.68% |
$24.7K - $28.1K
|
10.6K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-339- 6.61% |
$28.6K - $32.6K
|
4.79K
$454K
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-362- 6.34% |
$30.6K - $34.8K
|
5.35K
$507K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-400- 9.56% |
$33.8K - $38.5K
|
3.79K
$359K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-402- 12.55% |
$34K - $38.7K
|
2.8K
$266K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-430- 12.42% |
$36.3K - $41.4K
|
3.03K
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-430- 4.12% |
$36.3K - $41.4K
|
10K
$949K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-433- 2.43% |
$36.6K - $41.7K
|
17.4K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-443- 1.24% |
$37.4K - $42.6K
|
35.4K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-450- 4.82% |
$38K - $43.3K
|
8.88K
$842K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-505- 4.39% |
$42.7K - $48.6K
|
11K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-541- 3.23% |
$45.7K - $52.1K
|
16.2K
$1.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-560- 2.97% |
$47.3K - $53.9K
|
18.3K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-564- 4.09% |
$47.6K - $54.3K
|
13.2K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-578- 4.27% |
$48.8K - $55.6K
|
13K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-586- 17.47% |
$49.5K - $56.4K
|
2.77K
$263K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-592- 4.28% |
$50K - $57K
|
13.2K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-608- 4.56% |
$51.4K - $58.5K
|
12.7K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-727- 0.26% |
$61.4K - $70K
|
275K
$26M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-748- 15.12% |
$63.2K - $72K
|
4.2K
$398K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-753- 9.78% |
$63.6K - $72.5K
|
6.95K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-755- 1.07% |
$63.8K - $72.7K
|
69.5K
$6.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-782- 3.21% |
$66.1K - $75.3K
|
23.6K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-788- 7.07% |
$66.6K - $75.8K
|
10.4K
$982K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-846- 1.21% |
$71.5K - $81.4K
|
69.3K
$6.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-887- 4.24% |
$74.9K - $85.4K
|
20K
$1.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-926- 41.88% |
$78.2K - $89.1K
|
1.29K
$122K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-965- 4.74% |
$81.5K - $92.9K
|
19.4K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-995- 0.7% |
$84.1K - $95.8K
|
142K
$13.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.04K- 10.32% |
$87.6K - $99.8K
|
9.01K
$854K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.13K- 5.04% |
$95K - $108K
|
21.2K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.14K- 3.76% |
$95.9K - $109K
|
29K
$2.75M
|