Purchases and Sales Made in Q4 2025 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) 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
|
- |
589K+ 247.17% |
$71.1M - $74.4M
|
827K
$102M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
41.5KNew |
$5.02M - $5.24M
|
41.5K
$5.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24.1K+ 92.66% |
$2.92M - $3.05M
|
50.2K
$6.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
23.6K+ 321.31% |
$2.85M - $2.98M
|
30.9K
$3.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
11.4K+ 64.55% |
$1.37M - $1.43M
|
28.9K
$3.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.5K+ 149.48% |
$1.26M - $1.32M
|
17.5K
$2.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5.01KNew |
$606K - $633K
|
5.01K
$620K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.19KNew |
$386K - $403K
|
3.19K
$395K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.14KNew |
$379K - $396K
|
3.14K
$388K
|
|
|
Jan 14, 2026
Q4 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2.44KNew |
$295K - $308K
|
2.44K
$302K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.26KNew |
$274K - $286K
|
2.26K
$280K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.54K+ 8.52% |
$186K - $194K
|
19.6K
$2.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.1K+ 10.15% |
$133K - $139K
|
12K
$1.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.06K+ 5.75% |
$128K - $134K
|
19.5K
$2.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
848+ 0.42% |
$102K - $107K
|
201K
$24.8M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
782+ 32.95% |
$94.5K - $98.8K
|
3.16K
$390K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
697+ 3.52% |
$84.2K - $88K
|
20.5K
$2.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
376+ 3.54% |
$45.4K - $47.5K
|
11K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
342+ 3.09% |
$41.3K - $43.2K
|
11.4K
$1.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
293New |
$35.4K - $37K
|
293
$36.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
200New |
$24.2K - $25.3K
|
200
$24.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
192+ 5.09% |
$23.2K - $24.3K
|
3.96K
$490K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
133+ 1.93% |
$16.1K - $16.8K
|
7.03K
$869K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
130+ 1.79% |
$15.7K - $16.4K
|
7.37K
$912K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
86+ 1.8% |
$10.4K - $10.9K
|
4.87K
$603K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
62+ 0.2% |
$7.49K - $7.83K
|
31.8K
$3.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.45% |
$2.3K - $2.4K
|
4.21K
$521K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
14+ 0.42% |
$1.69K - $1.77K
|
3.34K
$413K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.44% |
$604 - $632
|
1.13K
$140K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 0.54% |
$363 - $379
|
556
$68.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.47% |
$363 - $379
|
641
$79.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$121 - $126
|
2.4K
$297K
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-8- 0.06% |
$967 - $1.01K
|
12.9K
$1.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-24- 55.81% |
$2.9K - $3.03K
|
19
$2.35K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-29- 1.12% |
$3.5K - $3.66K
|
2.55K
$316K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-37- 1.16% |
$4.47K - $4.67K
|
3.17K
$392K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-47- 1.32% |
$5.68K - $5.94K
|
3.51K
$435K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-50- 2.56% |
$6.04K - $6.32K
|
1.9K
$235K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-54- 1.7% |
$6.53K - $6.82K
|
3.12K
$386K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-61- 0.66% |
$7.37K - $7.7K
|
9.13K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-91- 0.54% |
$11K - $11.5K
|
16.6K
$2.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-100- 3.91% |
$12.1K - $12.6K
|
2.46K
$304K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-140- 1.57% |
$16.9K - $17.7K
|
8.77K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-240- 4.38% |
$29K - $30.3K
|
5.24K
$648K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-244- 0.41% |
$29.5K - $30.8K
|
59.7K
$7.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-250- 7.25% |
$30.2K - $31.6K
|
3.2K
$396K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-386- 3.14% |
$46.6K - $48.8K
|
11.9K
$1.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-597- 9.54% |
$72.1K - $75.4K
|
5.66K
$701K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-726- 5.05% |
$87.7K - $91.7K
|
13.7K
$1.69M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.57K- 2.81% |
$190K - $199K
|
54.4K
$6.73M
|
|