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 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-144- 2.97% |
$17.6K - $24.4K
|
4.7K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-181- 0.2% |
$22.1K - $30.6K
|
90.1K
$15.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-187- 0.95% |
$22.8K - $31.6K
|
19.5K
$3.32M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-197- 1.01% |
$24K - $33.3K
|
19.4K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-217- 1.77% |
$26.5K - $36.7K
|
12K
$2.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-230- 0.23% |
$28.1K - $38.9K
|
98.2K
$16.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-242- 3.0% |
$29.5K - $40.9K
|
7.83K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-287- 4.98% |
$35K - $48.5K
|
5.48K
$933K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-327- 9.92% |
$39.9K - $55.3K
|
2.97K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-336- 12.86% |
$41K - $56.8K
|
2.28K
$387K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-344- 24.87% |
$42K - $58.2K
|
1.04K
$177K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-360- 0.96% |
$43.9K - $60.9K
|
37.2K
$6.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-409- 17.77% |
$49.9K - $69.2K
|
1.89K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-425- 2.25% |
$51.9K - $71.9K
|
18.4K
$3.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-498- 11.01% |
$60.8K - $84.2K
|
4.03K
$685K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-520- 0.84% |
$63.5K - $88K
|
61.3K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-523- 26.12% |
$63.8K - $88.5K
|
1.48K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-699- 10.57% |
$85.3K - $118K
|
5.92K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-739- 34.39% |
$90.2K - $125K
|
1.41K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-742- 0.94% |
$90.6K - $126K
|
78.4K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-743- 4.69% |
$90.7K - $126K
|
15.1K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-856- 0.5% |
$104K - $145K
|
169K
$28.7M
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-916- 1.5% |
$112K - $155K
|
60.1K
$10.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-927- 12.28% |
$113K - $157K
|
6.62K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.25K- 15.71% |
$274K - $380K
|
12K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.29K- 60.82% |
$280K - $387K
|
1.48K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.44K- 10.74% |
$298K - $413K
|
20.3K
$3.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 25.86% |
$321K - $445K
|
7.55K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-2.84K- 6.55% |
$346K - $480K
|
40.5K
$6.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.39K- 60.51% |
$414K - $574K
|
2.21K
$377K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.25K- 47.87% |
$519K - $719K
|
4.63K
$788K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.52K- 12.0% |
$551K - $764K
|
33.1K
$5.64M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-4.68K- 89.88% |
$571K - $792K
|
527
$89.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.59K- 3.98% |
$804K - $1.11M
|
159K
$27.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.64K- 30.29% |
$932K - $1.29M
|
17.6K
$2.99M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.31K- 1.77% |
$1.01M - $1.41M
|
462K
$78.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.77K- 26.8% |
$1.19M - $1.65M
|
26.7K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-9.8K- 70.87% |
$1.2M - $1.66M
|
4.03K
$686K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.7K- 40.14% |
$2.28M - $3.16M
|
27.8K
$4.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25K- 19.47% |
$3.05M - $4.23M
|
104K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-25.5K- 25.08% |
$3.11M - $4.31M
|
76.2K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-26.1K- 3.68% |
$3.19M - $4.42M
|
684K
$116M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43.1K- 26.62% |
$5.26M - $7.29M
|
119K
$20.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-568K- 98.85% |
$69.3M - $96.1M
|
6.59K
$1.12M
|