Purchases and Sales Made in Q1 2025 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
51.7K+ 84.78% |
$6.31M - $7.14M
|
113K
$14.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.49K+ 27.2% |
$547K - $619K
|
21K
$2.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.68K+ 6.92% |
$448K - $507K
|
56.8K
$7.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.92KNew |
$355K - $402K
|
2.92K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.16KNew |
$264K - $298K
|
2.16K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
965New |
$118K - $133K
|
965
$125K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
904New |
$110K - $125K
|
904
$117K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
808+ 3.19% |
$98.5K - $111K
|
26.2K
$3.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
386+ 12.59% |
$47K - $53.2K
|
3.45K
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300New |
$36.6K - $41.4K
|
300
$38.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
52+ 100.0% |
$6.34K - $7.17K
|
104
$13.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-39- 0.16% |
$4.75K - $5.38K
|
24.5K
$3.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-125- 12.99% |
$15.2K - $17.2K
|
837
$108K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-725- 1.16% |
$88.3K - $100K
|
61.6K
$7.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-970- 9.22% |
$118K - $134K
|
9.55K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 13.15% |
$254K - $288K
|
13.8K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 33.14% |
$288K - $326K
|
4.77K
$618K
|