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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.2K- 12.82% |
$101K - $115K
|
8.15K
$772K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-1.33K- 48.93% |
$112K - $128K
|
1.39K
$131K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.33K- 3.65% |
$112K - $128K
|
35.1K
$3.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.38K- 27.65% |
$117K - $133K
|
3.62K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.4K- 54.85% |
$118K - $134K
|
1.15K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.79K- 43.26% |
$151K - $172K
|
2.34K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.79K- 19.49% |
$151K - $172K
|
7.39K
$701K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2K- 3.71% |
$169K - $193K
|
52K
$4.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.18K- 72.77% |
$184K - $210K
|
815
$77.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.22K- 7.73% |
$187K - $213K
|
26.4K
$2.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.25K- 10.78% |
$190K - $217K
|
18.6K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.39K- 7.6% |
$201K - $230K
|
29K
$2.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.7K- 10.53% |
$228K - $259K
|
22.9K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.71K- 11.16% |
$229K - $260K
|
21.5K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.95K- 8.72% |
$249K - $284K
|
30.8K
$2.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-3.23K- 39.08% |
$273K - $311K
|
5.04K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.39K- 4.56% |
$371K - $423K
|
92K
$8.72M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-4.39K- 17.49% |
$371K - $423K
|
20.7K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.54K- 7.03% |
$384K - $437K
|
60K
$5.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.15K- 1.29% |
$435K - $495K
|
395K
$37.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.43K- 7.9% |
$459K - $523K
|
63.4K
$6.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.88K- 54.07% |
$497K - $566K
|
4.99K
$473K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.09K- 36.9% |
$514K - $586K
|
10.4K
$987K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.25K- 17.66% |
$528K - $601K
|
29.1K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-6.9K- 75.82% |
$583K - $664K
|
2.2K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.98KClosed |
$590K - $672K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-8.98K- 72.02% |
$758K - $864K
|
3.49K
$331K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.07K- 6.93% |
$766K - $873K
|
122K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11K- 21.03% |
$929K - $1.06M
|
41.3K
$3.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.1K- 54.33% |
$1.02M - $1.16M
|
10.2K
$964K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-12.7K- 21.32% |
$1.07M - $1.22M
|
46.7K
$4.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13K- 37.34% |
$1.1M - $1.25M
|
21.9K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-14.9K- 3.44% |
$1.26M - $1.44M
|
419K
$39.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-52.1K- 90.33% |
$4.4M - $5.01M
|
5.57K
$528K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-56.5K- 63.27% |
$4.77M - $5.44M
|
32.8K
$3.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-72.8K- 97.71% |
$6.15M - $7.01M
|
1.71K
$162K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-75.2K- 95.41% |
$6.35M - $7.24M
|
3.62K
$343K
|