Purchases and Sales Made in Q3 2025 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) 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 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
37.4K+ 6.43% |
$1.61M - $1.66M
|
618K
$27.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.7K+ 10.49% |
$587K - $608K
|
144K
$6.39M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.65K+ 65.42% |
$415K - $429K
|
24.4K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45+ 0.37% |
$1.93K - $2K
|
12.2K
$543K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 1.21% |
$387 - $401
|
750
$33.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-19- 0.21% |
$817 - $846
|
8.98K
$399K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-482- 1.22% |
$20.7K - $21.5K
|
39K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-551- 7.55% |
$23.7K - $24.5K
|
6.75K
$300K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-3.97K- 1.53% |
$171K - $177K
|
256K
$11.4M
|