Purchases and Sales Made in Q3 2025 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.8K+ 3.4% |
$227K - $241K
|
54.5K
$7.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
912+ 76.96% |
$115K - $123K
|
2.1K
$273K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
522+ 1.35% |
$66K - $70.2K
|
39.1K
$5.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
356+ 6.54% |
$45K - $47.9K
|
5.8K
$754K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
285+ 6.18% |
$36K - $38.3K
|
4.9K
$637K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
250New |
$31.6K - $33.6K
|
250
$32.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
50New |
$6.32K - $6.72K
|
50
$6.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
29New |
$3.66K - $3.9K
|
29
$3.77K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.41% |
$379 - $403
|
734
$95.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.65% |
$126 - $134
|
155
$20.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-42- 2.04% |
$5.31K - $5.65K
|
2.02K
$262K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-72- 13.02% |
$9.1K - $9.68K
|
481
$62.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 24.94% |
$25.3K - $26.9K
|
602
$78.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-350- 92.35% |
$44.2K - $47.1K
|
29
$3.77K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.04K- 67.26% |
$763K - $812K
|
2.94K
$382K
|