Purchases and Sales Made in Q2 2025 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
106K+ 94.11% |
$13M - $14.7M
|
219K
$28.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
63.6KNew |
$7.78M - $8.8M
|
63.6K
$8.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
31.5KNew |
$3.86M - $4.37M
|
31.5K
$4.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
23.7K+ 35.94% |
$2.9M - $3.28M
|
89.6K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
14.4K+ 26.2% |
$1.76M - $1.99M
|
69.1K
$8.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.78KNew |
$1.2M - $1.35M
|
9.78K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
8.59K+ 77.63% |
$1.05M - $1.19M
|
19.7K
$2.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 60.07% |
$1.01M - $1.15M
|
22K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.67KNew |
$940K - $1.06M
|
7.67K
$993K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.37K+ 25.59% |
$658K - $744K
|
26.4K
$3.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.13KNew |
$628K - $710K
|
5.13K
$663K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.91K+ 7.33% |
$601K - $680K
|
71.9K
$9.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
4.59K+ 13.61% |
$562K - $636K
|
38.3K
$4.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
4.5KNew |
$551K - $624K
|
4.5K
$583K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
4.26K+ 11.3% |
$522K - $590K
|
42K
$5.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 88.71% |
$517K - $584K
|
8.98K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 65.64% |
$513K - $580K
|
10.6K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.18KNew |
$512K - $579K
|
4.18K
$541K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.14KNew |
$384K - $435K
|
3.14K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.23KNew |
$273K - $309K
|
2.23K
$289K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.14KNew |
$262K - $296K
|
2.14K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 3.32% |
$252K - $285K
|
64.2K
$8.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.93KNew |
$237K - $268K
|
1.93K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.88KNew |
$230K - $260K
|
1.88K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.66KNew |
$203K - $230K
|
1.66K
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.35K+ 168.41% |
$165K - $187K
|
2.15K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.29K+ 5.9% |
$158K - $179K
|
23.2K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.19KNew |
$145K - $164K
|
1.19K
$153K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 6.45% |
$134K - $152K
|
18.1K
$2.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
827+ 37.4% |
$101K - $115K
|
3.04K
$393K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
731New |
$89.5K - $101K
|
731
$94.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
525+ 12.84% |
$64.3K - $72.7K
|
4.62K
$597K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
499+ 55.2% |
$61.1K - $69.1K
|
1.4K
$182K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
379+ 2.79% |
$46.4K - $52.5K
|
14K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
379New |
$46.4K - $52.5K
|
379
$49K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
367+ 7.85% |
$44.9K - $50.8K
|
5.04K
$652K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
342+ 21.5% |
$41.9K - $47.4K
|
1.93K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
306New |
$37.5K - $42.4K
|
306
$39.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
285New |
$34.9K - $39.5K
|
285
$36.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
270+ 7.82% |
$33.1K - $37.4K
|
3.72K
$482K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
256+ 0.98% |
$31.3K - $35.4K
|
26.4K
$3.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
254+ 12.24% |
$31.1K - $35.2K
|
2.33K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
253+ 84.33% |
$31K - $35K
|
553
$71.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
241+ 0.63% |
$29.5K - $33.4K
|
38.6K
$4.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
232+ 1.0% |
$28.4K - $32.1K
|
23.5K
$3.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
155+ 704.55% |
$19K - $21.5K
|
177
$22.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
151+ 9.72% |
$18.5K - $20.9K
|
1.7K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
150+ 3.1% |
$18.4K - $20.8K
|
4.99K
$645K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
129+ 6.98% |
$15.8K - $17.9K
|
1.98K
$256K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
126+ 7.74% |
$15.4K - $17.4K
|
1.75K
$227K
|