Purchases and Sales Made in Q1 2025 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) 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 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
268K+ 124.14% |
$11.3M - $11.7M
|
485K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.1K+ 31.41% |
$2.73M - $2.83M
|
272K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.9KNew |
$2.47M - $2.56M
|
58.9K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.1K+ 2.53% |
$1.22M - $1.26M
|
1.18M
$50.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.3K+ 29.06% |
$1.19M - $1.23M
|
126K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.3K+ 119.73% |
$1.15M - $1.19M
|
50.2K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
16.9K+ 3.88% |
$708K - $735K
|
452K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.2KNew |
$635K - $658K
|
15.2K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.8K+ 59.37% |
$493K - $512K
|
31.6K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.93K+ 72.54% |
$416K - $432K
|
23.6K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.7K+ 63.98% |
$364K - $378K
|
22.3K
$959K
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
7.1KNew |
$298K - $309K
|
7.1K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.47KNew |
$271K - $281K
|
6.47K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.98K+ 9.86% |
$251K - $260K
|
66.6K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.03K+ 4.31% |
$85.2K - $88.4K
|
49.2K
$2.12M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.31K+ 0.85% |
$54.9K - $56.9K
|
155K
$6.65M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.01KNew |
$42.2K - $43.8K
|
1.01K
$43.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
900New |
$37.7K - $39.1K
|
900
$38.7K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 87.21% |
$31.4K - $32.6K
|
1.61K
$69.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
555+ 100.0% |
$23.3K - $24.1K
|
1.11K
$47.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
298+ 2.19% |
$12.5K - $13K
|
13.9K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
218+ 2.6% |
$9.14K - $9.47K
|
8.61K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
162+ 101.25% |
$6.79K - $7.04K
|
322
$13.9K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 21.82% |
$5.24K - $5.43K
|
698
$30K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
121+ 1.33% |
$5.07K - $5.26K
|
9.19K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$41.9 - $43.5
|
1
$43
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-70- 3.42% |
$2.93K - $3.04K
|
1.97K
$85K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-119- 0.78% |
$4.99K - $5.17K
|
15.2K
$654K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-161- 50.0% |
$6.75K - $7K
|
161
$6.93K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-366- 3.91% |
$15.3K - $15.9K
|
8.99K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-497- 4.58% |
$20.8K - $21.6K
|
10.4K
$446K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-750- 46.58% |
$31.4K - $32.6K
|
860
$37K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1.26K- 14.97% |
$52.7K - $54.6K
|
7.14K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.68K- 8.59% |
$112K - $116K
|
28.5K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.75K- 6.27% |
$115K - $119K
|
41.1K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 14.24% |
$488K - $506K
|
70.1K
$3.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.4K- 4.9% |
$1.02M - $1.06M
|
473K
$20.3M
|