Purchases and Sales Made in Q4 2025 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) 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 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
8.74K+ 5.26% |
$1.39M - $1.46M
|
175K
$28.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7.74K+ 258.1% |
$1.23M - $1.3M
|
10.7K
$1.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
684+ 18.15% |
$109K - $115K
|
4.45K
$727K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
99+ 3.02% |
$15.8K - $16.6K
|
3.38K
$551K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.29% |
$1.59K - $1.67K
|
3.43K
$559K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1+ 0.06% |
$159 - $167
|
1.55K
$252K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-18- 0.79% |
$2.87K - $3.01K
|
2.25K
$368K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-69- 4.33% |
$11K - $11.6K
|
1.52K
$249K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-80- 1.94% |
$12.7K - $13.4K
|
4.04K
$660K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-203- 0.38% |
$32.3K - $34K
|
53.8K
$8.78M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-416- 1.71% |
$66.3K - $69.7K
|
24K
$3.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-500- 20.15% |
$79.7K - $83.7K
|
1.98K
$324K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-600- 14.02% |
$95.6K - $100K
|
3.68K
$601K
|
|