Purchases and Sales Made in Q4 2025 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
576KNew |
$49.7M - $52M
|
576K
$50.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
59.8KNew |
$5.16M - $5.39M
|
59.8K
$5.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
50.8KNew |
$4.38M - $4.58M
|
50.8K
$4.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$1.1M - $1.15M
|
12.8K
$1.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.31KNew |
$286K - $299K
|
3.31K
$291K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.79K+ 0.67% |
$241K - $252K
|
421K
$36.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.09K+ 9.17% |
$180K - $189K
|
24.9K
$2.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.62KNew |
$140K - $146K
|
1.62K
$142K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.05KNew |
$90.5K - $94.7K
|
1.05K
$92.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
931+ 25.76% |
$80.2K - $83.9K
|
4.55K
$399K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
688+ 1.51% |
$59.3K - $62K
|
46.2K
$4.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
420+ 1.9% |
$36.2K - $37.9K
|
22.5K
$1.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
396+ 3.17% |
$34.1K - $35.7K
|
12.9K
$1.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
332+ 7.2% |
$28.6K - $29.9K
|
4.94K
$434K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
315New |
$27.1K - $28.4K
|
315
$27.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
130New |
$11.2K - $11.7K
|
130
$11.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
54+ 2.14% |
$4.65K - $4.87K
|
2.58K
$226K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
50+ 1.77% |
$4.31K - $4.51K
|
2.88K
$253K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34+ 1.2% |
$2.93K - $3.07K
|
2.88K
$252K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.22% |
$862 - $902
|
4.57K
$401K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4+ 0.15% |
$345 - $361
|
2.64K
$232K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$86.2 - $90.2
|
252
$22.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.29% |
$86.2 - $90.2
|
342
$30K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.4% |
$86.2 - $90.2
|
253
$22.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-43- 21.39% |
$3.71K - $3.88K
|
158
$13.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48- 59.26% |
$4.14K - $4.33K
|
33
$2.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-67- 0.95% |
$5.77K - $6.04K
|
6.98K
$612K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-231- 2.04% |
$19.9K - $20.8K
|
11.1K
$974K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-304- 9.2% |
$26.2K - $27.4K
|
3K
$263K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.13K- 22.65% |
$97.6K - $102K
|
3.87K
$339K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.07K- 34.31% |
$178K - $187K
|
3.96K
$348K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.41K- 1.57% |
$208K - $217K
|
151K
$13.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.88K- 3.0% |
$248K - $260K
|
93.1K
$8.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33.4K- 88.18% |
$2.88M - $3.01M
|
4.48K
$393K
|
|