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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-140- 1.98% |
$18.8K - $21K
|
6.94K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-142- 1.94% |
$19K - $21.3K
|
7.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-149- 7.2% |
$20K - $22.3K
|
1.92K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-186- 0.2% |
$24.9K - $27.9K
|
95.1K
$14.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-199- 0.58% |
$26.7K - $29.8K
|
34K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-205- 3.21% |
$27.5K - $30.7K
|
6.18K
$935K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-205- 1.63% |
$27.5K - $30.7K
|
12.4K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-211- 3.13% |
$28.3K - $31.6K
|
6.53K
$988K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-236- 12.28% |
$31.6K - $35.3K
|
1.69K
$255K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-261- 1.85% |
$35K - $39.1K
|
13.9K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-325- 3.64% |
$43.6K - $48.7K
|
8.61K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-327- 1.38% |
$43.8K - $49K
|
23.3K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-338- 6.21% |
$45.3K - $50.6K
|
5.11K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-341- 5.9% |
$45.7K - $51.1K
|
5.44K
$822K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-361- 2.38% |
$48.4K - $54.1K
|
14.8K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-362- 0.3% |
$48.5K - $54.2K
|
119K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-368- 2.14% |
$49.3K - $55.1K
|
16.8K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-384- 7.13% |
$51.5K - $57.5K
|
5K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-480- 42.7% |
$64.3K - $71.9K
|
644
$97.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 20.77% |
$67K - $74.9K
|
1.91K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-500- 20.73% |
$67K - $74.9K
|
1.91K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-578- 2.62% |
$77.5K - $86.6K
|
21.5K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-581- 19.73% |
$77.9K - $87K
|
2.36K
$358K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-630- 2.67% |
$84.5K - $94.3K
|
23K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-673- 6.96% |
$90.2K - $101K
|
9K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-708- 22.35% |
$94.9K - $106K
|
2.46K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-710- 18.59% |
$95.2K - $106K
|
3.11K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-742- 10.75% |
$99.5K - $111K
|
6.16K
$932K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-855- 35.2% |
$115K - $128K
|
1.57K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-880- 15.36% |
$118K - $132K
|
4.85K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-986- 4.49% |
$132K - $148K
|
21K
$3.17M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.01K- 11.06% |
$135K - $151K
|
8.09K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.32K- 18.96% |
$177K - $198K
|
5.65K
$854K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-1.38K- 7.72% |
$185K - $207K
|
16.5K
$2.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.57K- 60.46% |
$211K - $235K
|
1.03K
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.61K- 9.52% |
$215K - $240K
|
15.3K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.65K- 24.06% |
$221K - $246K
|
5.19K
$786K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 24.3% |
$233K - $260K
|
5.41K
$819K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.87K- 26.85% |
$251K - $280K
|
5.1K
$771K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-1.97K- 16.73% |
$264K - $295K
|
9.8K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.54K- 8.36% |
$474K - $529K
|
38.7K
$5.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.57K- 93.45% |
$478K - $534K
|
250
$37.8K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.85K- 2.39% |
$516K - $577K
|
157K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.19K- 4.43% |
$830K - $927K
|
134K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.58K- 9.12% |
$883K - $986K
|
65.6K
$9.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.92K- 99.27% |
$1.2M - $1.34M
|
66
$9.98K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.24K- 3.06% |
$1.24M - $1.38M
|
292K
$44.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.31K- 5.74% |
$1.25M - $1.39M
|
153K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.7K- 3.96% |
$2.5M - $2.8M
|
454K
$68.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.5K- 18.08% |
$3.42M - $3.82M
|
116K
$17.5M
|