Purchases and Sales Made in Q1 2025 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
215+ 0.86% |
$9.64K - $11.5K
|
25.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
195+ 209.68% |
$8.74K - $10.4K
|
288
$13.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
193+ 2.27% |
$8.65K - $10.3K
|
8.7K
$409K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
157New |
$7.04K - $8.41K
|
157
$7.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
116+ 1.7% |
$5.2K - $6.21K
|
6.93K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
109+ 1.74% |
$4.89K - $5.84K
|
6.37K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
104+ 0.17% |
$4.66K - $5.57K
|
60.6K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
75New |
$3.36K - $4.02K
|
75
$3.52K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 6.1% |
$2.24K - $2.68K
|
870
$40.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
48+ 0.55% |
$2.15K - $2.57K
|
8.73K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
48+ 0.48% |
$2.15K - $2.57K
|
9.97K
$468K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
32New |
$1.43K - $1.71K
|
32
$1.5K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 0.56% |
$1.3K - $1.55K
|
5.18K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
23+ 0.15% |
$1.03K - $1.23K
|
15.8K
$741K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.54% |
$717 - $857
|
2.98K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.55% |
$583 - $696
|
2.38K
$112K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.48% |
$314 - $375
|
1.47K
$69K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.56% |
$269 - $321
|
1.08K
$50.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.09% |
$135 - $161
|
3.41K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.43% |
$89.7 - $107
|
469
$22K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.38% |
$89.7 - $107
|
532
$25K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.67% |
$44.8 - $53.6
|
150
$7.05K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-22- 0.3% |
$986 - $1.18K
|
7.24K
$340K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-36- 97.3% |
$1.61K - $1.93K
|
1
$47
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-41- 0.37% |
$1.84K - $2.2K
|
11.1K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-79- 1.37% |
$3.54K - $4.23K
|
5.67K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-98- 0.18% |
$4.39K - $5.25K
|
54.1K
$2.54M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-100- 1.43% |
$4.48K - $5.36K
|
6.88K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-141- 15.43% |
$6.32K - $7.55K
|
773
$36.3K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-153- 61.69% |
$6.86K - $8.19K
|
95
$4.46K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-210- 2.43% |
$9.42K - $11.2K
|
8.42K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-220- 4.87% |
$9.86K - $11.8K
|
4.3K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-267- 2.78% |
$12K - $14.3K
|
9.32K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-282- 50.0% |
$12.6K - $15.1K
|
282
$13.2K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-299- 2.51% |
$13.4K - $16K
|
11.6K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-332- 8.53% |
$14.9K - $17.8K
|
3.56K
$167K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-350- 7.28% |
$15.7K - $18.7K
|
4.46K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-400- 8.14% |
$17.9K - $21.4K
|
4.51K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-416- 8.15% |
$18.7K - $22.3K
|
4.69K
$220K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-425- 8.17% |
$19.1K - $22.8K
|
4.78K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-527- 10.78% |
$23.6K - $28.2K
|
4.36K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-600- 4.89% |
$26.9K - $32.1K
|
11.7K
$549K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-622- 6.77% |
$27.9K - $33.3K
|
8.57K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-625- 16.09% |
$28K - $33.5K
|
3.26K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-650- 2.74% |
$29.1K - $34.8K
|
23.1K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-760- 5.09% |
$34.1K - $40.7K
|
14.2K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-833- 4.48% |
$37.4K - $44.6K
|
17.8K
$835K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-929- 2.83% |
$41.7K - $49.8K
|
31.9K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-998- 81.47% |
$44.8K - $53.5K
|
227
$10.7K
|