Purchases and Sales Made in Q2 2025 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
24.2M+ 277595.19% |
$963M - $1.2B
|
24.2M
$1.22B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
256K+ 119.46% |
$10.2M - $12.7M
|
470K
$23.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
45.6KNew |
$1.81M - $2.26M
|
45.6K
$2.3M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 12.68% |
$939K - $1.17M
|
210K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.4K+ 32.4% |
$731K - $913K
|
75.3K
$3.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.7K+ 23.26% |
$702K - $876K
|
93.7K
$4.71M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17K+ 42.79% |
$676K - $844K
|
56.8K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.9KNew |
$473K - $590K
|
11.9K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.2KNew |
$445K - $555K
|
11.2K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.3K+ 84.89% |
$250K - $312K
|
13.7K
$691K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.01KNew |
$239K - $298K
|
6.01K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.93K+ 104.13% |
$235K - $294K
|
11.6K
$585K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.6KNew |
$222K - $277K
|
5.6K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.12K+ 169.73% |
$203K - $254K
|
8.14K
$410K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.97K+ 24.1% |
$197K - $246K
|
25.6K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.49K+ 2.64% |
$178K - $222K
|
174K
$8.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.37KNew |
$174K - $217K
|
4.37K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
4.37K+ 12.44% |
$174K - $217K
|
39.5K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.28KNew |
$170K - $212K
|
4.28K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.11K+ 17.79% |
$163K - $203K
|
27.2K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.09KNew |
$162K - $203K
|
4.09K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.55K+ 11.06% |
$141K - $176K
|
35.7K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
3.38K+ 11.21% |
$134K - $168K
|
33.5K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.36K+ 15.47% |
$133K - $166K
|
25.1K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.43K+ 2.64% |
$56.7K - $70.8K
|
55.6K
$2.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.33KNew |
$52.9K - $66K
|
1.33K
$67K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
964+ 9.37% |
$38.3K - $47.8K
|
11.3K
$566K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
929+ 559.64% |
$36.9K - $46K
|
1.1K
$55.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
836New |
$33.2K - $41.4K
|
836
$42.1K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
828+ 16.64% |
$32.9K - $41K
|
5.8K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
660+ 75.86% |
$26.2K - $32.7K
|
1.53K
$77K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
593+ 10.46% |
$23.5K - $29.4K
|
6.26K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
500New |
$19.9K - $24.8K
|
500
$25.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
500+ 8.5% |
$19.9K - $24.8K
|
6.38K
$321K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
459+ 1.57% |
$18.2K - $22.7K
|
29.7K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
428+ 9.95% |
$17K - $21.2K
|
4.73K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
408+ 3.78% |
$16.2K - $20.2K
|
11.2K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
340+ 4.04% |
$13.5K - $16.8K
|
8.76K
$441K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
305New |
$12.1K - $15.1K
|
305
$15.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300+ 103.09% |
$11.9K - $14.9K
|
591
$29.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
293+ 6.14% |
$11.6K - $14.5K
|
5.07K
$255K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
290+ 22.71% |
$11.5K - $14.4K
|
1.57K
$78.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
228+ 215.09% |
$9.05K - $11.3K
|
334
$16.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
208+ 6.1% |
$8.26K - $10.3K
|
3.62K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
113+ 1.01% |
$4.49K - $5.6K
|
11.3K
$566K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
74+ 6.07% |
$2.94K - $3.67K
|
1.29K
$65.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
71+ 0.71% |
$2.82K - $3.52K
|
10K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45+ 0.44% |
$1.79K - $2.23K
|
10.3K
$519K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
42+ 0.81% |
$1.67K - $2.08K
|
5.22K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
41+ 0.38% |
$1.63K - $2.03K
|
10.8K
$546K
|