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 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-725- 1.16% |
$88.3K - $100K
|
61.6K
$8.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-750- 2.17% |
$91.4K - $103K
|
33.7K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-894- 48.46% |
$109K - $123K
|
951
$130K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-930- 81.08% |
$113K - $128K
|
217
$29.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-970- 9.22% |
$118K - $134K
|
9.55K
$1.3M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-976- 31.99% |
$119K - $135K
|
2.08K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 2.71% |
$130K - $147K
|
38.3K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 25.6% |
$183K - $207K
|
4.37K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.54K- 48.51% |
$187K - $212K
|
1.63K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.58K- 4.38% |
$192K - $217K
|
34.5K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.71K- 3.2% |
$208K - $235K
|
51.6K
$7.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.81K- 30.62% |
$220K - $249K
|
4.09K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 13.15% |
$254K - $288K
|
13.8K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 33.14% |
$288K - $326K
|
4.77K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.17K- 33.22% |
$387K - $438K
|
6.38K
$869K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.27K- 25.71% |
$399K - $451K
|
9.46K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 13.84% |
$423K - $479K
|
21.6K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.49K- 67.44% |
$426K - $482K
|
1.69K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-4.02K- 2.39% |
$489K - $554K
|
164K
$22.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.1K- 67.98% |
$499K - $565K
|
1.93K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-4.2K- 5.99% |
$511K - $579K
|
65.9K
$8.98M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.73K- 10.49% |
$821K - $929K
|
57.5K
$7.83M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.19K- 31.05% |
$876K - $992K
|
16K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.97K- 10.98% |
$1.09M - $1.24M
|
72.7K
$9.91M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.32K- 7.47% |
$1.14M - $1.28M
|
115K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.93K- 50.34% |
$1.21M - $1.37M
|
9.8K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-9.98K- 58.37% |
$1.22M - $1.38M
|
7.12K
$970K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-10.4K- 75.24% |
$1.27M - $1.44M
|
3.43K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 84.0% |
$1.41M - $1.6M
|
2.21K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.1K- 36.45% |
$1.83M - $2.08M
|
26.3K
$3.58M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19.1K- 78.61% |
$2.33M - $2.64M
|
5.21K
$710K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-21.9K- 83.11% |
$2.66M - $3.02M
|
4.45K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23K- 15.77% |
$2.8M - $3.17M
|
123K
$16.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.5K- 24.52% |
$3.23M - $3.65M
|
81.5K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-34.8K- 38.84% |
$4.24M - $4.8M
|
54.8K
$7.47M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.8K- 23.7% |
$4.48M - $5.07M
|
118K
$16.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.3K- 71.65% |
$6.74M - $7.63M
|
21.9K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.7K- 16.12% |
$8.25M - $9.34M
|
352K
$48M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-78.9K- 34.9% |
$9.61M - $10.9M
|
147K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80.8K- 74.25% |
$9.85M - $11.1M
|
28K
$3.82M
|