Purchases and Sales Made in Q2 2025 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-1.21K- 2.5% |
$33.3K - $41.6K
|
46.9K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.23K- 1.7% |
$33.9K - $42.4K
|
71.3K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 13.29% |
$45.9K - $57.4K
|
10.8K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.68K- 1.23% |
$46.4K - $58K
|
135K
$4.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.09K- 3.27% |
$57.5K - $72K
|
61.8K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.18K- 95.58% |
$60.2K - $75.3K
|
101
$3.64K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3K- 9.74% |
$82.8K - $104K
|
27.8K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.03K- 1.27% |
$83.7K - $105K
|
237K
$8.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.16K- 21.93% |
$87.1K - $109K
|
11.2K
$405K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.31K- 87.8% |
$91.4K - $114K
|
460
$16.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.54K- 10.31% |
$97.8K - $122K
|
30.8K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.05K- 18.0% |
$112K - $140K
|
18.4K
$664K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.26K- 12.81% |
$117K - $147K
|
29K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.66K- 39.28% |
$129K - $161K
|
7.21K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.84K- 23.82% |
$161K - $202K
|
18.7K
$673K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-6.84K- 17.02% |
$189K - $236K
|
33.3K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-7.73K- 94.52% |
$213K - $267K
|
448
$16.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.16K- 8.2% |
$225K - $282K
|
91.3K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.95K- 8.11% |
$247K - $309K
|
101K
$3.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-9.24K- 22.12% |
$255K - $319K
|
32.5K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.81K- 0.53% |
$271K - $338K
|
1.84M
$66.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-12.4K- 60.28% |
$342K - $427K
|
8.16K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.1K- 1.46% |
$389K - $487K
|
949K
$34.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-15K- 12.15% |
$414K - $517K
|
108K
$3.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
SELL
|
- |
-16.2K- 5.7% |
$446K - $557K
|
267K
$9.62M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19.3K- 2.15% |
$532K - $666K
|
879K
$31.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-22.4K- 2.9% |
$619K - $774K
|
751K
$27M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-24.8K- 6.75% |
$683K - $854K
|
342K
$12.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.5K- 4.16% |
$786K - $982K
|
656K
$23.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-32.2K- 36.37% |
$888K - $1.11M
|
56.3K
$2.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-44.1K- 42.41% |
$1.22M - $1.52M
|
60K
$2.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-47.8K- 36.23% |
$1.32M - $1.65M
|
84.1K
$3.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-55.3K- 11.87% |
$1.53M - $1.91M
|
411K
$14.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-60.4K- 6.62% |
$1.67M - $2.09M
|
852K
$30.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-76.9K- 19.45% |
$2.12M - $2.65M
|
318K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-82.3K- 0.95% |
$2.27M - $2.84M
|
8.58M
$309M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-317K- 36.09% |
$8.75M - $10.9M
|
561K
$20.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.05M- 45.98% |
$29.1M - $36.3M
|
1.24M
$44.6M
|