Purchases and Sales Made in Q3 2025 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
8.87KNew |
$434K - $483K
|
8.87K
$446K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.97K+ 390.2% |
$292K - $325K
|
7.5K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
3.88KNew |
$190K - $211K
|
3.88K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.12K+ 33.8% |
$104K - $115K
|
8.38K
$422K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.16K+ 10.38% |
$56.9K - $63.4K
|
12.4K
$622K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
500+ 4.2% |
$24.5K - $27.3K
|
12.4K
$625K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$1.61K - $1.8K
|
33
$1.66K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.61% |
$440 - $491
|
1.49K
$74.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
3+ 0.79% |
$147 - $164
|
384
$19.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-21- 0.23% |
$1.03K - $1.14K
|
8.98K
$452K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 4.55% |
$2.45K - $2.73K
|
1.05K
$52.8K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-110- 1.2% |
$5.38K - $6K
|
9.04K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-188- 8.14% |
$9.2K - $10.2K
|
2.12K
$107K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-269- 1.98% |
$13.2K - $14.7K
|
13.3K
$670K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-328- 17.07% |
$16K - $17.9K
|
1.59K
$80.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-560- 2.46% |
$27.4K - $30.5K
|
22.2K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-605- 24.53% |
$29.6K - $33K
|
1.86K
$93.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-702- 8.78% |
$34.3K - $38.3K
|
7.29K
$367K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-754- 12.3% |
$36.9K - $41.1K
|
5.38K
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.72K- 10.37% |
$84.1K - $93.7K
|
14.9K
$748K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-4.62K- 44.79% |
$226K - $252K
|
5.69K
$286K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.58K- 5.25% |
$273K - $304K
|
101K
$5.07M
|