Purchases and Sales Made in Q1 2025 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
152K+ 55.61% |
$22M - $24.2M
|
425K
$75.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
121K+ 3944.22% |
$17.6M - $19.4M
|
124K
$22.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
81.9KNew |
$11.9M - $13.1M
|
81.9K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.6K+ 1205.9% |
$10.4M - $11.4M
|
77.5K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.9K+ 40.85% |
$9.54M - $10.5M
|
227K
$40.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
55.8K+ 10.15% |
$8.09M - $8.9M
|
606K
$107M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.5K+ 21.5% |
$7.17M - $7.9M
|
280K
$49.6M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
37K+ 486.69% |
$5.36M - $5.9M
|
44.6K
$7.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.5K+ 131.28% |
$5M - $5.51M
|
60.9K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
33.3K+ 166.2% |
$4.82M - $5.3M
|
53.3K
$9.44M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.5K+ 21.31% |
$4.57M - $5.03M
|
180K
$31.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31.2K+ 3020.41% |
$4.52M - $4.98M
|
32.3K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.4KNew |
$4.4M - $4.84M
|
30.4K
$5.38M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29.4K+ 658.69% |
$4.25M - $4.68M
|
33.8K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.1K+ 86.0% |
$4.06M - $4.47M
|
60.7K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
26.5K+ 329.18% |
$3.84M - $4.23M
|
34.6K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26K+ 17.71% |
$3.77M - $4.15M
|
173K
$30.7M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25.5K+ 1729.67% |
$3.7M - $4.07M
|
27K
$4.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.9K+ 10.1% |
$3.32M - $3.66M
|
250K
$44.3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.4K+ 402.51% |
$3.25M - $3.57M
|
28K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.6KNew |
$2.98M - $3.28M
|
20.6K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
19.2K+ 145.15% |
$2.77M - $3.06M
|
32.4K
$5.73M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.6K+ 100.85% |
$2.54M - $2.8M
|
35K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.7KNew |
$2.42M - $2.67M
|
16.7K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
16.4K+ 372.88% |
$2.37M - $2.61M
|
20.8K
$3.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16.2K+ 250.19% |
$2.35M - $2.58M
|
22.7K
$4.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.7K+ 17.63% |
$2.28M - $2.51M
|
105K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
15.6KNew |
$2.26M - $2.49M
|
15.6K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
15.3KNew |
$2.22M - $2.44M
|
15.3K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
15.3K+ 786.32% |
$2.22M - $2.44M
|
17.2K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14KNew |
$2.02M - $2.23M
|
14K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
13.7K+ 311.96% |
$1.99M - $2.19M
|
18.1K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
13.7KNew |
$1.98M - $2.18M
|
13.7K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
13.2KNew |
$1.91M - $2.11M
|
13.2K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7K+ 52.19% |
$1.84M - $2.03M
|
37.1K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12.3KNew |
$1.79M - $1.97M
|
12.3K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 1.45% |
$1.74M - $1.92M
|
839K
$149M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
12K+ 40.94% |
$1.73M - $1.91M
|
41.1K
$7.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.8K+ 9.66% |
$1.7M - $1.88M
|
134K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
11.4KNew |
$1.65M - $1.82M
|
11.4K
$2.02M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.88KNew |
$1.29M - $1.42M
|
8.88K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.68KNew |
$1.26M - $1.38M
|
8.68K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
8.61K+ 62.53% |
$1.25M - $1.37M
|
22.4K
$3.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.44K+ 11.28% |
$1.22M - $1.35M
|
83.3K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$1.2M - $1.32M
|
8.3K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.64KNew |
$1.11M - $1.22M
|
7.64K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.18K+ 57.46% |
$1.04M - $1.15M
|
19.7K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7KNew |
$1.01M - $1.12M
|
7K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.51K+ 37.43% |
$942K - $1.04M
|
23.9K
$4.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.12K+ 13.9% |
$887K - $977K
|
50.2K
$8.89M
|