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 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
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
189+ 2.65% |
$23.1K - $26.2K
|
7.31K
$946K
|
|
|
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
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
116+ 0.32% |
$14.2K - $16.1K
|
36.4K
$4.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
85+ 4.65% |
$10.4K - $11.8K
|
1.91K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
84+ 0.31% |
$10.3K - $11.6K
|
27.1K
$3.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
80New |
$9.8K - $11.1K
|
80
$10.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63+ 73.26% |
$7.71K - $8.72K
|
149
$19.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50+ 48.08% |
$6.12K - $6.92K
|
154
$19.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
50+ 1.56% |
$6.12K - $6.92K
|
3.26K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20New |
$2.45K - $2.77K
|
20
$2.59K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.1% |
$2.45K - $2.77K
|
19.5K
$2.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18+ 1.22% |
$2.2K - $2.49K
|
1.49K
$193K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13New |
$1.59K - $1.8K
|
13
$1.68K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13+ 0.14% |
$1.59K - $1.8K
|
9.35K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13+ 1.99% |
$1.59K - $1.8K
|
667
$86.3K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
11+ 7.33% |
$1.35K - $1.52K
|
161
$20.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
7+ 0.21% |
$857 - $969
|
3.39K
$438K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.29% |
$122 - $138
|
349
$45.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1- 11.11% |
$122 - $138
|
8
$1.04K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-13- 0.63% |
$1.59K - $1.8K
|
2.05K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 8.23% |
$2.33K - $2.63K
|
212
$27.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-33- 0.76% |
$4.04K - $4.57K
|
4.3K
$557K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 4.18% |
$4.29K - $4.85K
|
802
$104K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-40- 1.91% |
$4.9K - $5.54K
|
2.06K
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-56- 1.02% |
$6.86K - $7.75K
|
5.45K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-86- 9.04% |
$10.5K - $11.9K
|
865
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-98- 0.57% |
$12K - $13.6K
|
17.2K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-150- 3.43% |
$18.4K - $20.8K
|
4.23K
$547K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-153- 87.43% |
$18.7K - $21.2K
|
22
$2.85K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 5.0% |
$24.5K - $27.7K
|
3.8K
$492K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-211- 3.63% |
$25.8K - $29.2K
|
5.6K
$724K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-356- 2.53% |
$43.6K - $49.3K
|
13.7K
$1.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-395- 8.28% |
$48.4K - $54.7K
|
4.38K
$566K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-402- 18.58% |
$49.2K - $55.7K
|
1.76K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-422- 5.12% |
$51.7K - $58.4K
|
7.83K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-492- 15.32% |
$60.2K - $68.1K
|
2.72K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-683- 7.16% |
$83.6K - $94.6K
|
8.86K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-745- 1.44% |
$91.2K - $103K
|
50.9K
$6.58M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-970- 32.18% |
$119K - $134K
|
2.04K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.06K- 36.44% |
$130K - $147K
|
1.85K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.37K- 18.5% |
$168K - $190K
|
6.05K
$783K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.38K- 63.26% |
$169K - $191K
|
801
$104K
|