Purchases and Sales Made in Q4 2025 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) 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 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
146K+ 224.67% |
$20.7M - $21.6M
|
210K
$30.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12.9K+ 6.4% |
$1.84M - $1.92M
|
215K
$30.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
6.13K+ 14.04% |
$874K - $912K
|
49.8K
$7.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.67KNew |
$380K - $397K
|
2.67K
$381K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 4.3% |
$215K - $225K
|
36.7K
$5.24M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
882+ 231.5% |
$126K - $131K
|
1.26K
$181K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
704+ 56.73% |
$100K - $105K
|
1.95K
$278K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
628+ 15.03% |
$89.5K - $93.4K
|
4.81K
$687K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
411New |
$58.6K - $61.1K
|
411
$58.8K
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
306+ 1.91% |
$43.6K - $45.5K
|
16.3K
$2.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
228+ 1.93% |
$32.5K - $33.9K
|
12K
$1.72M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
138+ 1.9% |
$19.7K - $20.5K
|
7.4K
$1.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
120+ 1.6% |
$17.1K - $17.8K
|
7.61K
$1.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
105New |
$15K - $15.6K
|
105
$15K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.6% |
$14.2K - $14.9K
|
16.8K
$2.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
96New |
$13.7K - $14.3K
|
96
$13.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
60+ 3.65% |
$8.55K - $8.92K
|
1.71K
$244K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
35+ 0.18% |
$4.99K - $5.2K
|
19.1K
$2.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25New |
$3.56K - $3.72K
|
25
$3.57K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23+ 1.3% |
$3.28K - $3.42K
|
1.79K
$256K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.18% |
$427 - $446
|
1.7K
$243K
|
|
|
Jan 21, 2026
Q4 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.08% |
$285 - $297
|
2.66K
$381K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.05% |
$142 - $149
|
2.1K
$301K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-9- 45.0% |
$1.28K - $1.34K
|
11
$1.57K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-15- 0.41% |
$2.14K - $2.23K
|
3.61K
$517K
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-30- 0.27% |
$4.27K - $4.46K
|
11.2K
$1.61M
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-44- 1.12% |
$6.27K - $6.54K
|
3.89K
$556K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-45- 0.99% |
$6.41K - $6.69K
|
4.52K
$647K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-73- 1.3% |
$10.4K - $10.9K
|
5.54K
$792K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-98- 4.56% |
$14K - $14.6K
|
2.05K
$293K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 6.85% |
$14.2K - $14.9K
|
1.36K
$194K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-140- 5.58% |
$19.9K - $20.8K
|
2.37K
$339K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162- 5.14% |
$23.1K - $24.1K
|
2.99K
$428K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
SELL
|
- |
-312- 4.3% |
$44.5K - $46.4K
|
6.94K
$992K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-319- 13.66% |
$45.5K - $47.4K
|
2.02K
$288K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-406- 71.73% |
$57.8K - $60.4K
|
160
$22.9K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-411- 1.23% |
$58.6K - $61.1K
|
33.1K
$4.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-475- 4.96% |
$67.7K - $70.6K
|
9.09K
$1.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-560- 4.51% |
$79.8K - $83.3K
|
11.8K
$1.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 7.53% |
$149K - $156K
|
12.9K
$1.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 46.38% |
$173K - $181K
|
1.41K
$201K
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.49K- 90.98% |
$213K - $222K
|
148
$21.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.92K- 43.19% |
$558K - $582K
|
5.15K
$736K
|
|