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 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.01KNew |
$124K - $171K
|
1.01K
$172K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1K+ 45.61% |
$122K - $170K
|
3.2K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
883+ 3.19% |
$108K - $149K
|
28.5K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
560New |
$68.3K - $94.7K
|
560
$95.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
483+ 3.31% |
$58.9K - $81.7K
|
15.1K
$2.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
456+ 100.66% |
$55.7K - $77.1K
|
909
$155K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
420+ 30.39% |
$51.3K - $71K
|
1.8K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
380+ 299.21% |
$46.4K - $64.3K
|
507
$86.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
347+ 13.41% |
$42.3K - $58.7K
|
2.93K
$499K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
311+ 840.54% |
$38K - $52.6K
|
348
$59.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
304+ 8.86% |
$37.1K - $51.4K
|
3.74K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
252+ 614.63% |
$30.8K - $42.6K
|
293
$49.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200+ 20000.0% |
$24.4K - $33.8K
|
201
$34.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
141New |
$17.2K - $23.8K
|
141
$24K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
112+ 141.77% |
$13.7K - $18.9K
|
191
$32.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
108+ 1.97% |
$13.2K - $18.3K
|
5.58K
$949K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
108+ 2.17% |
$13.2K - $18.3K
|
5.09K
$866K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
101+ 3.55% |
$12.3K - $17.1K
|
2.95K
$501K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$12.2K - $16.9K
|
100
$17K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
74+ 39.15% |
$9.03K - $12.5K
|
263
$44.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
69+ 4.78% |
$8.42K - $11.7K
|
1.51K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
64+ 0.43% |
$7.81K - $10.8K
|
14.9K
$2.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 109.3% |
$5.74K - $7.95K
|
90
$15.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44New |
$5.37K - $7.44K
|
44
$7.49K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39+ 26.0% |
$4.76K - $6.6K
|
189
$32.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
36+ 2.33% |
$4.39K - $6.09K
|
1.58K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14+ 0.18% |
$1.71K - $2.37K
|
7.83K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
9New |
$1.1K - $1.52K
|
9
$1.53K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
4+ 0.01% |
$488 - $677
|
31.6K
$5.37M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.04% |
$244 - $338
|
4.9K
$834K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.73% |
$122 - $169
|
138
$23.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.43% |
$122 - $169
|
234
$39.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$122 - $169
|
3.21K
$546K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.46% |
$366 - $507
|
652
$111K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8- 0.35% |
$976 - $1.35K
|
2.29K
$390K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-22- 5.88% |
$2.68K - $3.72K
|
352
$59.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-34- 1.44% |
$4.15K - $5.75K
|
2.32K
$395K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-44- 0.98% |
$5.37K - $7.44K
|
4.45K
$757K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-47- 88.68% |
$5.74K - $7.95K
|
6
$1.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48- 0.61% |
$5.86K - $8.12K
|
7.81K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-53- 48.18% |
$6.47K - $8.96K
|
57
$9.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-65- 0.64% |
$7.93K - $11K
|
10.1K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-78- 6.33% |
$9.52K - $13.2K
|
1.15K
$196K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-80- 97.56% |
$9.76K - $13.5K
|
2
$340
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-97- 5.57% |
$11.8K - $16.4K
|
1.65K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-114- 11.2% |
$13.9K - $19.3K
|
904
$154K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-127- 3.37% |
$15.5K - $21.5K
|
3.64K
$620K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-132- 5.03% |
$16.1K - $22.3K
|
2.49K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-143- 1.66% |
$17.5K - $24.2K
|
8.49K
$1.45M
|