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 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
748New |
$91.1K - $103K
|
748
$102K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
688+ 4.14% |
$83.8K - $94.9K
|
17.3K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
556+ 6.33% |
$67.7K - $76.7K
|
9.34K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
486+ 14.52% |
$59.2K - $67K
|
3.83K
$522K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
386+ 12.59% |
$47K - $53.2K
|
3.45K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
378+ 6.39% |
$46.1K - $52.1K
|
6.29K
$857K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
341+ 19.65% |
$41.6K - $47K
|
2.08K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300New |
$36.6K - $41.4K
|
300
$40.9K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
219+ 3.18% |
$26.7K - $30.2K
|
7.11K
$969K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
187+ 2.32% |
$22.8K - $25.8K
|
8.25K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
183+ 1.52% |
$22.3K - $25.2K
|
12.2K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
137+ 2.91% |
$16.7K - $18.9K
|
4.84K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
97+ 0.72% |
$11.8K - $13.4K
|
13.6K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
86New |
$10.5K - $11.9K
|
86
$11.7K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73New |
$8.9K - $10.1K
|
73
$9.95K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
71New |
$8.65K - $9.79K
|
71
$9.68K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 3.42% |
$7.43K - $8.41K
|
1.85K
$252K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
60+ 66.67% |
$7.31K - $8.27K
|
150
$20.4K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
54+ 0.2% |
$6.58K - $7.45K
|
27K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
53New |
$6.46K - $7.31K
|
53
$7.22K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
52+ 100.0% |
$6.34K - $7.17K
|
104
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
30+ 2.22% |
$3.66K - $4.14K
|
1.38K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28+ 0.36% |
$3.41K - $3.86K
|
7.7K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
16+ 0.48% |
$1.95K - $2.21K
|
3.38K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 0.31% |
$244 - $276
|
654
$89.1K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2+ 0.44% |
$244 - $276
|
453
$61.7K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.57% |
$122 - $138
|
177
$24.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-15- 0.34% |
$1.83K - $2.07K
|
4.38K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-38- 0.42% |
$4.63K - $5.24K
|
9.06K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-39- 0.16% |
$4.75K - $5.38K
|
24.5K
$3.33M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-48- 2.24% |
$5.85K - $6.62K
|
2.1K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-52- 0.79% |
$6.34K - $7.17K
|
6.49K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-82- 7.39% |
$9.99K - $11.3K
|
1.03K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-117- 41.05% |
$14.3K - $16.1K
|
168
$22.9K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-120- 7.01% |
$14.6K - $16.5K
|
1.59K
$217K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-125- 12.99% |
$15.2K - $17.2K
|
837
$114K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-127- 2.6% |
$15.5K - $17.5K
|
4.76K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-149- 0.41% |
$18.2K - $20.5K
|
36.3K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-151- 4.49% |
$18.4K - $20.8K
|
3.21K
$438K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-170- 3.0% |
$20.7K - $23.4K
|
5.5K
$750K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-180- 5.31% |
$21.9K - $24.8K
|
3.21K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-181- 5.54% |
$22.1K - $25K
|
3.09K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-365- 1.19% |
$44.5K - $50.3K
|
30.4K
$4.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-373- 19.37% |
$45.5K - $51.4K
|
1.55K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-388- 3.19% |
$47.3K - $53.5K
|
11.8K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-400- 23.53% |
$48.7K - $55.2K
|
1.3K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-507Closed |
$61.8K - $69.9K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-629- 3.13% |
$76.6K - $86.7K
|
19.5K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-639- 4.35% |
$77.9K - $88.1K
|
14.1K
$1.91M
|