Purchases and Sales Made in Q1 2025 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
173K+ 95.35% |
$4.91M - $5.52M
|
354K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
89.2K+ 10.07% |
$2.53M - $2.85M
|
974K
$31.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
74.2K+ 306.27% |
$2.11M - $2.37M
|
98.5K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
56.1K+ 81.69% |
$1.6M - $1.79M
|
125K
$4.02M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
55.4K+ 81.36% |
$1.57M - $1.77M
|
123K
$3.98M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
50.3K+ 7.38% |
$1.43M - $1.61M
|
732K
$23.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.5K+ 28.43% |
$1.18M - $1.32M
|
187K
$6.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
39.8K+ 1.27% |
$1.13M - $1.27M
|
3.18M
$103M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
30.3KNew |
$860K - $967K
|
30.3K
$976K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30K+ 2984.0% |
$853K - $959K
|
31K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.4KNew |
$465K - $523K
|
16.4K
$527K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
11.9K+ 2.73% |
$338K - $380K
|
447K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
11.5K+ 4.12% |
$326K - $366K
|
289K
$9.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.61K+ 14.63% |
$245K - $275K
|
67.4K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
7.35KNew |
$209K - $235K
|
7.35K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
6.87K+ 95.3% |
$195K - $220K
|
14.1K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.11K+ 52.41% |
$145K - $163K
|
14.9K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.79K+ 22.64% |
$108K - $121K
|
20.5K
$662K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 720.0% |
$94.2K - $106K
|
3.77K
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.91K+ 5.52% |
$82.8K - $93.1K
|
55.7K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.5K+ 12.62% |
$71.1K - $80K
|
22.3K
$719K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.35K+ 11.07% |
$66.8K - $75.1K
|
23.6K
$760K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.22K+ 30.05% |
$63.2K - $71.1K
|
9.63K
$310K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.89K+ 15.48% |
$53.8K - $60.5K
|
14.1K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
991+ 0.95% |
$28.2K - $31.7K
|
106K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
106New |
$3.01K - $3.39K
|
106
$3.42K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.54% |
$2.84K - $3.2K
|
18.8K
$605K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.08% |
$28.4 - $32
|
1.26K
$40.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1- -0.0% |
$28.4 - $32
|
40.2K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-69- 0.51% |
$1.96K - $2.21K
|
13.5K
$436K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-154- 1.15% |
$4.38K - $4.92K
|
13.2K
$427K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-342- 0.29% |
$9.72K - $10.9K
|
119K
$3.83M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.75K- 2.41% |
$49.8K - $56K
|
71K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.23K- 1.6% |
$63.5K - $71.4K
|
137K
$4.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.9K- 19.64% |
$82.4K - $92.7K
|
11.9K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.26K- 4.31% |
$92.8K - $104K
|
72.5K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.26K- 6.25% |
$121K - $136K
|
63.8K
$2.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.22K- 32.62% |
$177K - $199K
|
12.8K
$414K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-6.41K- 13.31% |
$182K - $205K
|
41.8K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.66K- 12.76% |
$189K - $213K
|
45.5K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-10.4K- 17.78% |
$296K - $333K
|
48.1K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-17K- 6.63% |
$484K - $544K
|
240K
$7.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-20.5K- 2.67% |
$584K - $656K
|
749K
$24.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-27.7K- 6.54% |
$787K - $884K
|
395K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-30K- 96.76% |
$853K - $959K
|
1.01K
$32.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-37.6K- 9.31% |
$1.07M - $1.2M
|
366K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-440K- 32.55% |
$12.5M - $14.1M
|
912K
$29.4M
|