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 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
85.9KNew |
$13.7M - $14.4M
|
85.9K
$14M
|
|
|
Jan 27, 2026
Q4 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
24.8KNew |
$3.95M - $4.15M
|
24.8K
$4.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
20.5KNew |
$3.26M - $3.43M
|
20.5K
$3.34M
|
|
|
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 28, 2026
Q4 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.33KNew |
$1.01M - $1.06M
|
6.33K
$1.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
4.24KNew |
$675K - $710K
|
4.24K
$692K
|
|
|
Jan 28, 2026
Q4 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.46K+ 15.32% |
$551K - $579K
|
26K
$4.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.5KNew |
$238K - $250K
|
1.5K
$244K
|
|
|
Jan 28, 2026
Q4 2025
|
Aureum Wealth Management, LLC
North Palm Beach, FL |
BUY
|
- |
1.4KNew |
$223K - $234K
|
1.4K
$229K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.07KNew |
$170K - $179K
|
1.07K
$175K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
684+ 18.15% |
$109K - $115K
|
4.45K
$727K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
455+ 20.16% |
$72.5K - $76.2K
|
2.71K
$443K
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
316+ 20.84% |
$50.3K - $52.9K
|
1.83K
$299K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
275+ 9.26% |
$43.8K - $46K
|
3.25K
$530K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
99+ 3.02% |
$15.8K - $16.6K
|
3.38K
$551K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
35+ 0.11% |
$5.58K - $5.86K
|
31.1K
$5.08M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17+ 0.71% |
$2.71K - $2.85K
|
2.42K
$395K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.29% |
$1.59K - $1.67K
|
3.43K
$559K
|
|
|
Jan 28, 2026
Q4 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7+ 0.31% |
$1.12K - $1.17K
|
2.25K
$368K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$478 - $502
|
2.28K
$371K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1+ 0.06% |
$159 - $167
|
1.55K
$252K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.21% |
$159 - $167
|
484
$79K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-14- 0.5% |
$2.23K - $2.34K
|
2.77K
$452K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-18- 0.79% |
$2.87K - $3.01K
|
2.25K
$368K
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-19- 0.21% |
$3.03K - $3.18K
|
8.87K
$1.45M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-68- 2.07% |
$10.8K - $11.4K
|
3.21K
$525K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-69- 4.94% |
$11K - $11.6K
|
1.33K
$217K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-69- 4.33% |
$11K - $11.6K
|
1.52K
$249K
|
|
|
Jan 27, 2026
Q4 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-79- 0.73% |
$12.6K - $13.2K
|
10.7K
$1.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-80- 1.94% |
$12.7K - $13.4K
|
4.04K
$660K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-136- 2.55% |
$21.7K - $22.8K
|
5.2K
$849K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-199- 4.92% |
$31.7K - $33.3K
|
3.85K
$628K
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-200- 0.89% |
$31.9K - $33.5K
|
22.4K
$3.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-203- 0.38% |
$32.3K - $34K
|
53.8K
$8.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-210- 1.3% |
$33.5K - $35.2K
|
16K
$2.61M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-243- 4.91% |
$38.7K - $40.7K
|
4.71K
$768K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-249- 5.98% |
$39.7K - $41.7K
|
3.91K
$639K
|
|
|
Jan 26, 2026
Q4 2025
|
Thomasville National Bank
|
SELL
|
- |
-320- 3.0% |
$51K - $53.6K
|
10.4K
$1.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-321- 2.22% |
$51.1K - $53.7K
|
14.1K
$2.31M
|
|
|
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 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-575- 51.16% |
$91.6K - $96.3K
|
549
$89.6K
|
|
|
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
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-787- 32.7% |
$125K - $132K
|
1.62K
$265K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.67K- 52.69% |
$265K - $279K
|
1.5K
$244K
|
|
|
Jan 23, 2026
Q4 2025
|
Steinberganna Wealth Management
Huntington, NY |
SELL
|
- |
-1.71K- 4.28% |
$272K - $286K
|
38.2K
$6.24M
|
|
|
Jan 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.11K- 35.92% |
$336K - $353K
|
3.76K
$615K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.4K- 66.67% |
$382K - $402K
|
1.2K
$196K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.18K- 6.24% |
$666K - $700K
|
62.8K
$10.3M
|
|