Purchases and Sales Made in Q1 2025 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
530+ 6.21% |
$71.4K - $84.4K
|
9.06K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
435+ 3.07% |
$58.6K - $69.3K
|
14.6K
$2.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
336+ 14.67% |
$45.3K - $53.5K
|
2.63K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
313+ 16.6% |
$42.2K - $49.9K
|
2.2K
$340K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
309+ 33.48% |
$41.6K - $49.2K
|
1.23K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
275+ 7.88% |
$37K - $43.8K
|
3.77K
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
272New |
$36.6K - $43.3K
|
272
$42K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
244+ 488.0% |
$32.9K - $38.9K
|
294
$45.4K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
235New |
$31.6K - $37.4K
|
235
$36.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
166+ 0.89% |
$22.4K - $26.4K
|
18.9K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
156New |
$21K - $24.9K
|
156
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
137New |
$18.5K - $21.8K
|
137
$21.2K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
133+ 1.1% |
$17.9K - $21.2K
|
12.3K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
101+ 841.67% |
$13.6K - $16.1K
|
113
$17.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
73+ 17.51% |
$9.83K - $11.6K
|
490
$75.7K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
52+ 2.67% |
$7K - $8.28K
|
2K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
48New |
$6.46K - $7.65K
|
48
$7.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
47+ 783.33% |
$6.33K - $7.49K
|
53
$8.19K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43+ 1.69% |
$5.79K - $6.85K
|
2.59K
$400K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
40+ 1333.33% |
$5.39K - $6.37K
|
43
$6.65K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33+ 1.42% |
$4.44K - $5.26K
|
2.36K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$4.31K - $5.1K
|
32
$4.95K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
31+ 0.02% |
$4.18K - $4.94K
|
170K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
28+ 0.36% |
$3.77K - $4.46K
|
7.81K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
27+ 0.55% |
$3.64K - $4.3K
|
4.98K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22New |
$2.96K - $3.5K
|
22
$3.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
12+ 0.73% |
$1.62K - $1.91K
|
1.66K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.26% |
$808 - $956
|
2.3K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$135 - $159
|
7.86K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 2.38% |
$269 - $319
|
82
$12.7K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-10- 7.35% |
$1.35K - $1.59K
|
126
$19.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12- 1.17% |
$1.62K - $1.91K
|
1.02K
$157K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-31- 0.2% |
$4.18K - $4.94K
|
15.9K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-50- 0.55% |
$6.73K - $7.97K
|
9.05K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-62- 4.29% |
$8.35K - $9.88K
|
1.38K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-67- 34.54% |
$9.02K - $10.7K
|
127
$19.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-68- 47.22% |
$9.16K - $10.8K
|
76
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73- 85.88% |
$9.83K - $11.6K
|
12
$1.85K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-79- 50.0% |
$10.6K - $12.6K
|
79
$12.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-111- 35.13% |
$14.9K - $17.7K
|
205
$31.7K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-144- 2.57% |
$19.4K - $22.9K
|
5.47K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-151- 5.04% |
$20.3K - $24.1K
|
2.84K
$440K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-175- 99.43% |
$23.6K - $27.9K
|
1
$155
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-180- 2.07% |
$24.2K - $28.7K
|
8.53K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-194- 3.81% |
$26.1K - $30.9K
|
4.9K
$757K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-200- 13.03% |
$26.9K - $31.9K
|
1.34K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-221- 4.47% |
$29.8K - $35.2K
|
4.72K
$729K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-235- 44.93% |
$31.6K - $37.4K
|
288
$44.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-235- 1.18% |
$31.6K - $37.4K
|
19.7K
$3.04M
|