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 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
58+ 2.14% |
$7.77K - $8.69K
|
2.77K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31+ 0.43% |
$4.16K - $4.64K
|
7.26K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
21+ 0.24% |
$2.82K - $3.14K
|
8.87K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19+ 0.26% |
$2.55K - $2.85K
|
7.28K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18+ 0.82% |
$2.41K - $2.7K
|
2.22K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
11+ 0.17% |
$1.47K - $1.65K
|
6.35K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10+ 0.25% |
$1.34K - $1.5K
|
4.03K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9+ 0.2% |
$1.21K - $1.35K
|
4.46K
$674K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.27% |
$1.21K - $1.35K
|
3.4K
$514K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.2% |
$938 - $1.05K
|
3.58K
$542K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$938 - $1.05K
|
2.57K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.23% |
$938 - $1.05K
|
3.01K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5+ 0.12% |
$670 - $749
|
4.15K
$628K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.22% |
$670 - $749
|
2.24K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3+ 0.28% |
$402 - $449
|
1.07K
$162K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$268 - $300
|
3.29K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$268 - $300
|
2.27K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.09% |
$268 - $300
|
2.25K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.43% |
$134 - $150
|
71
$10.7K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.87% |
$134 - $150
|
116
$17.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.13% |
$804 - $899
|
4.64K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13- 0.55% |
$1.74K - $1.95K
|
2.36K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15- 0.24% |
$2.01K - $2.25K
|
6.28K
$949K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18- 0.42% |
$2.41K - $2.7K
|
4.28K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19- 1.23% |
$2.55K - $2.85K
|
1.53K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20- 0.93% |
$2.68K - $3K
|
2.13K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-20- 0.83% |
$2.68K - $3K
|
2.39K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-21- 95.45% |
$2.82K - $3.14K
|
1
$151
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-30- 0.25% |
$4.02K - $4.49K
|
11.8K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-34- 0.55% |
$4.56K - $5.09K
|
6.2K
$938K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-42- 0.85% |
$5.63K - $6.29K
|
4.91K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-45- 0.2% |
$6.03K - $6.74K
|
22.9K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-50- 2.95% |
$6.7K - $7.49K
|
1.65K
$249K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-56- 0.8% |
$7.51K - $8.39K
|
6.99K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-61- 1.73% |
$8.18K - $9.13K
|
3.46K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-69- 2.16% |
$9.25K - $10.3K
|
3.13K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-70- 1.0% |
$9.38K - $10.5K
|
6.96K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-76- 3.41% |
$10.2K - $11.4K
|
2.15K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-76- 1.47% |
$10.2K - $11.4K
|
5.1K
$771K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-80- 0.73% |
$10.7K - $12K
|
10.9K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-85- 0.57% |
$11.4K - $12.7K
|
14.8K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-93- 0.83% |
$12.5K - $13.9K
|
11.1K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 1.11% |
$13.4K - $15K
|
8.9K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-104- 3.06% |
$13.9K - $15.6K
|
3.29K
$498K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-117- 6.47% |
$15.7K - $17.5K
|
1.69K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-121- 0.48% |
$16.2K - $18.1K
|
25.2K
$3.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-134- 0.53% |
$18K - $20.1K
|
25.3K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-135- 4.74% |
$18.1K - $20.2K
|
2.71K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-136- 4.94% |
$18.2K - $20.4K
|
2.62K
$396K
|