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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-238- 9.38% |
$32.1K - $37.9K
|
2.3K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-252- 86.01% |
$33.9K - $40.1K
|
41
$6.34K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-403- 21.33% |
$54.3K - $64.2K
|
1.49K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-407- 10.99% |
$54.8K - $64.8K
|
3.3K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-506- 93.19% |
$68.1K - $80.6K
|
37
$5.72K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-555- 28.64% |
$74.7K - $88.4K
|
1.38K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-619- 6.69% |
$83.4K - $98.6K
|
8.64K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-629- 23.83% |
$84.7K - $100K
|
2.01K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-762- 26.18% |
$103K - $121K
|
2.15K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-788- 2.77% |
$106K - $126K
|
27.7K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-878- 20.38% |
$118K - $140K
|
3.43K
$530K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-944- 2.91% |
$127K - $150K
|
31.5K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.07K- 2.41% |
$144K - $171K
|
43.3K
$6.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.08K- 74.22% |
$145K - $172K
|
374
$57.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.44K- 8.58% |
$194K - $229K
|
15.3K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.44K- 20.45% |
$194K - $230K
|
5.6K
$866K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.9K- 21.32% |
$256K - $303K
|
7.02K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.2K- 91.68% |
$297K - $351K
|
200
$30.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 28.1% |
$310K - $367K
|
5.9K
$912K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.51K- 35.72% |
$339K - $400K
|
4.52K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.52K- 95.81% |
$339K - $401K
|
110
$17K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.75K- 10.77% |
$370K - $438K
|
22.8K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.18K- 29.61% |
$428K - $506K
|
7.55K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-6.63K- 46.11% |
$893K - $1.06M
|
7.75K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.42K- 55.57% |
$1.27M - $1.5M
|
7.53K
$1.16M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9.86K- 81.55% |
$1.33M - $1.57M
|
2.23K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 53.24% |
$1.56M - $1.85M
|
10.2K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.5K- 66.59% |
$1.81M - $2.15M
|
6.76K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.3K- 72.12% |
$1.93M - $2.29M
|
5.55K
$857K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.4K- 36.28% |
$1.93M - $2.29M
|
25.2K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.4K- 35.66% |
$1.93M - $2.29M
|
25.9K
$4M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-17.3K- 46.83% |
$2.32M - $2.75M
|
19.6K
$3.03M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.3K- 36.12% |
$2.87M - $3.39M
|
37.7K
$5.82M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25K- 97.45% |
$3.37M - $3.98M
|
655
$101K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-26.1K- 30.56% |
$3.52M - $4.16M
|
59.4K
$9.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-28.7K- 76.35% |
$3.86M - $4.57M
|
8.88K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-28.7K- 35.94% |
$3.86M - $4.57M
|
51.1K
$7.9M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-35.8K- 4.79% |
$4.82M - $5.7M
|
710K
$110M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.6K- 29.38% |
$5.06M - $5.99M
|
90.3K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-38.8K- 35.54% |
$5.23M - $6.19M
|
70.5K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.2K- 34.93% |
$7.3M - $8.64M
|
101K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-57.1K- 27.66% |
$7.69M - $9.1M
|
149K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91.9K- 45.26% |
$12.4M - $14.6M
|
111K
$17.2M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-703K- 99.26% |
$94.7M - $112M
|
5.21K
$805K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-708K- 98.02% |
$95.4M - $113M
|
14.3K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-719K- 93.92% |
$96.8M - $115M
|
46.5K
$7.19M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-770K- 88.34% |
$104M - $123M
|
102K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-958K- 84.34% |
$129M - $153M
|
178K
$27.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.07M- 89.25% |
$144M - $170M
|
129K
$19.9M
|