Purchases and Sales Made in Q4 2025 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
33.3KNew |
$4.63M - $5.05M
|
33.3K
$4.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.44KNew |
$200K - $218K
|
1.44K
$208K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.33K+ 86.85% |
$186K - $202K
|
2.87K
$416K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
556New |
$77.4K - $84.3K
|
556
$80.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
334+ 13.18% |
$46.5K - $50.6K
|
2.87K
$415K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
243+ 7.01% |
$33.8K - $36.8K
|
3.71K
$537K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
90+ 4.63% |
$12.5K - $13.6K
|
2.04K
$295K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
69+ 1.76% |
$9.61K - $10.5K
|
4K
$579K
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
20+ 0.52% |
$2.78K - $3.03K
|
3.85K
$557K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7+ 6.19% |
$975 - $1.06K
|
120
$17.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-23- 9.62% |
$3.2K - $3.49K
|
216
$31.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-40- 1.33% |
$5.57K - $6.06K
|
2.97K
$429K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-159- 1.74% |
$22.1K - $24.1K
|
8.97K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-293- 10.23% |
$40.8K - $44.4K
|
2.57K
$372K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-485- 4.09% |
$67.5K - $73.5K
|
11.4K
$1.65M
|
|