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 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
36+ 0.35% |
$1.43K - $1.78K
|
10.3K
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
35+ 0.39% |
$1.39K - $1.73K
|
8.97K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.84% |
$993 - $1.24K
|
3.01K
$151K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.67% |
$953 - $1.19K
|
3.58K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.84% |
$794 - $991
|
2.4K
$121K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15New |
$596 - $743
|
15
$755
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
14+ 0.21% |
$556 - $694
|
6.62K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.19% |
$477 - $595
|
6.39K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
11+ 2.97% |
$437 - $545
|
381
$19.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.58% |
$437 - $545
|
1.92K
$96.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10New |
$397 - $496
|
10
$503
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.68% |
$397 - $496
|
1.48K
$74.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.84% |
$357 - $446
|
1.09K
$54.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 1.07% |
$199 - $248
|
474
$23.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.56% |
$119 - $149
|
535
$26.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.71% |
$79.4 - $99.1
|
284
$14.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-41- 41.0% |
$1.63K - $2.03K
|
59
$2.97K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-49- 0.88% |
$1.95K - $2.43K
|
5.55K
$279K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-73- 9.44% |
$2.9K - $3.62K
|
700
$35.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-131- 1.57% |
$5.2K - $6.49K
|
8.21K
$413K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-236- 9.27% |
$9.37K - $11.7K
|
2.31K
$116K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-262- 14.97% |
$10.4K - $13K
|
1.49K
$74.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 1.19% |
$11.9K - $14.9K
|
24.9K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-384- 34.63% |
$15.2K - $19K
|
725
$36.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-385- 5.6% |
$15.3K - $19.1K
|
6.49K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-468- 0.77% |
$18.6K - $23.2K
|
60.1K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-500- 11.08% |
$19.9K - $24.8K
|
4.01K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-503- 2.36% |
$20K - $24.9K
|
20.8K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-665- 70.0% |
$26.4K - $33K
|
285
$14.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-794- 24.36% |
$31.5K - $39.3K
|
2.47K
$124K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.03K- 1.95% |
$40.7K - $50.8K
|
51.5K
$2.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13K- 15.23% |
$45K - $56.1K
|
6.3K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.21K- 23.01% |
$47.9K - $59.7K
|
4.03K
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 18.66% |
$63.5K - $79.2K
|
6.97K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.97K- 23.83% |
$78.4K - $97.8K
|
6.31K
$317K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-2.18K- 13.83% |
$86.6K - $108K
|
13.6K
$684K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.54K- 21.7% |
$101K - $126K
|
9.15K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.77K- 12.44% |
$110K - $137K
|
19.5K
$981K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-3.09K- 21.81% |
$123K - $153K
|
11.1K
$558K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.47K- 64.16% |
$138K - $172K
|
1.94K
$97.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.49K- 4.1% |
$139K - $173K
|
81.7K
$4.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.78K- 18.57% |
$150K - $187K
|
16.6K
$834K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.93K- 6.61% |
$156K - $195K
|
55.5K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.16K- 23.39% |
$165K - $206K
|
13.6K
$685K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.31K- 2.49% |
$211K - $263K
|
208K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-6.18K- 89.11% |
$245K - $306K
|
755
$38K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.28K- 19.67% |
$249K - $311K
|
25.6K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.8K- 8.22% |
$270K - $337K
|
75.9K
$3.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.05K- 17.89% |
$320K - $399K
|
36.9K
$1.86M
|