Purchases and Sales Made in Q2 2025 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
263K+ 236.84% |
$32.1M - $44.5M
|
374K
$63.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 75.53% |
$16.4M - $22.7M
|
312K
$53.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 118.25% |
$13.3M - $18.5M
|
201K
$34.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.9K+ 36.78% |
$6.7M - $9.29M
|
204K
$34.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
27.6KNew |
$3.36M - $4.66M
|
27.6K
$4.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
15.9KNew |
$1.94M - $2.69M
|
15.9K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
13.1K+ 25.6% |
$1.6M - $2.21M
|
64.2K
$10.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 80.21% |
$1.5M - $2.08M
|
27.6K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 581.85% |
$1.43M - $1.98M
|
13.7K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.5K+ 58.0% |
$1.4M - $1.95M
|
31.3K
$5.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$1.28M - $1.77M
|
10.5K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
10.3K+ 14.56% |
$1.25M - $1.73M
|
80.7K
$13.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.44K+ 4.19% |
$1.03M - $1.43M
|
210K
$35.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.4K+ 7.32% |
$903K - $1.25M
|
108K
$18.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.93KNew |
$846K - $1.17M
|
6.93K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.62K+ 21.69% |
$685K - $950K
|
31.5K
$5.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.62K+ 377.86% |
$685K - $950K
|
7.1K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.5K+ 2.79% |
$671K - $930K
|
202K
$34.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4.68KNew |
$571K - $791K
|
4.68K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.1KNew |
$501K - $694K
|
4.1K
$698K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$495K - $685K
|
4.05K
$690K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.93KNew |
$480K - $665K
|
3.93K
$670K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.66K+ 9.47% |
$447K - $619K
|
42.3K
$7.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.49K+ 59.16% |
$426K - $590K
|
9.39K
$1.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.49K+ 185.33% |
$425K - $590K
|
5.37K
$914K
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
3.25KNew |
$397K - $550K
|
3.25K
$554K
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.1KNew |
$378K - $524K
|
3.1K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
3.06KNew |
$373K - $518K
|
3.06K
$521K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.83K+ 3.46% |
$345K - $479K
|
84.7K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$317K - $440K
|
2.6K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.29K+ 13.08% |
$279K - $387K
|
19.8K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.21KNew |
$270K - $374K
|
2.21K
$376K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93KNew |
$236K - $327K
|
1.93K
$329K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63KNew |
$199K - $276K
|
1.63K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.61K+ 10.7% |
$197K - $273K
|
16.7K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.55K+ 22.06% |
$189K - $262K
|
8.56K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.55K+ 32.76% |
$189K - $261K
|
6.27K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.46KNew |
$179K - $248K
|
1.46K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.45KNew |
$177K - $245K
|
1.45K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.45KNew |
$177K - $245K
|
1.45K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.44KNew |
$176K - $244K
|
1.44K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.34KNew |
$163K - $226K
|
1.34K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.3K+ 97.68% |
$159K - $221K
|
2.64K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.3KNew |
$159K - $220K
|
1.3K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.23KNew |
$150K - $208K
|
1.23K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.2KNew |
$146K - $203K
|
1.2K
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.2KNew |
$146K - $202K
|
1.2K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.19KNew |
$145K - $201K
|
1.19K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 1700.0% |
$137K - $190K
|
1.19K
$202K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.1K+ 30.39% |
$134K - $186K
|
4.73K
$805K
|