Purchases and Sales Made in Q1 2025 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) 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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.2K+ 117.28% |
$6.87M - $7.67M
|
94.9K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.8K+ 640.93% |
$4.67M - $5.22M
|
40.3K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.8KNew |
$1.98M - $2.22M
|
14.8K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.7K+ 175.77% |
$1.83M - $2.05M
|
21.5K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.8K+ 48.34% |
$1.71M - $1.91M
|
39.2K
$5.93M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.5K+ 86.96% |
$1.54M - $1.72M
|
24.7K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.3K+ 13.46% |
$1.38M - $1.55M
|
87.1K
$13.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.92K+ 13510.61% |
$1.2M - $1.34M
|
8.98K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.48K+ 120.88% |
$1.14M - $1.27M
|
15.5K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.63K+ 13.05% |
$888K - $992K
|
57.4K
$8.68M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.11K+ 37.02% |
$819K - $915K
|
22.6K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.88KNew |
$654K - $730K
|
4.88K
$738K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.76K+ 7.82% |
$503K - $562K
|
51.8K
$7.84M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.36K+ 55933.33% |
$450K - $503K
|
3.36K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.05KNew |
$409K - $457K
|
3.05K
$461K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.57K+ 18.73% |
$345K - $385K
|
16.3K
$2.47M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.49K+ 242.51% |
$334K - $373K
|
3.52K
$533K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.38KNew |
$319K - $357K
|
2.38K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.93K+ 13.24% |
$258K - $289K
|
16.5K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.76K+ 23.35% |
$236K - $264K
|
9.32K
$1.41M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.76KNew |
$236K - $263K
|
1.76K
$266K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.64KNew |
$220K - $245K
|
1.64K
$248K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.63K+ 40.21% |
$218K - $244K
|
5.68K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.46K+ 54.11% |
$196K - $219K
|
4.16K
$629K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.05KNew |
$141K - $157K
|
1.05K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
816+ 3.96% |
$109K - $122K
|
21.4K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
797+ 43.06% |
$107K - $119K
|
2.65K
$401K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
775+ 3.28% |
$104K - $116K
|
24.4K
$3.69M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
738New |
$98.9K - $111K
|
738
$112K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
698+ 1.81% |
$93.6K - $105K
|
39.4K
$5.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
664+ 531.2% |
$89K - $99.4K
|
789
$119K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
650New |
$87.1K - $97.3K
|
650
$98.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
581+ 0.64% |
$77.9K - $87K
|
91.2K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 26.22% |
$67K - $74.9K
|
2.41K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
461New |
$61.8K - $69K
|
461
$69.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
442+ 30.59% |
$59.3K - $66.2K
|
1.89K
$285K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
417+ 7.77% |
$55.9K - $62.4K
|
5.78K
$875K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
397+ 1.19% |
$53.2K - $59.5K
|
33.7K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
389+ 3.19% |
$52.1K - $58.3K
|
12.6K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
346+ 61.35% |
$46.4K - $51.8K
|
910
$138K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
308+ 9.75% |
$41.3K - $46.1K
|
3.47K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
304+ 49.43% |
$40.8K - $45.5K
|
919
$139K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
223New |
$29.9K - $33.4K
|
223
$33.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
199+ 4.57% |
$26.7K - $29.8K
|
4.56K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
136New |
$18.2K - $20.4K
|
136
$20.6K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
126New |
$16.9K - $18.9K
|
126
$19.1K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
122+ 7.67% |
$16.4K - $18.3K
|
1.71K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
107+ 24.83% |
$14.3K - $16K
|
538
$81.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 3.58% |
$13.4K - $15K
|
2.9K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
95New |
$12.7K - $14.2K
|
95
$14.4K
|