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 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-916- 0.69% |
$133K - $146K
|
131K
$23.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-918- 4.4% |
$133K - $146K
|
19.9K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-919- 4.74% |
$133K - $147K
|
18.5K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-932- 5.79% |
$135K - $149K
|
15.2K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-935- 29.24% |
$135K - $149K
|
2.26K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-937- 5.75% |
$136K - $149K
|
15.4K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-968- 36.28% |
$140K - $154K
|
1.7K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-970- 5.06% |
$140K - $155K
|
18.2K
$3.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-974- 21.32% |
$141K - $155K
|
3.59K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.07K- 14.91% |
$154K - $170K
|
6.09K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.09K- 4.49% |
$158K - $174K
|
23.2K
$4.12M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.11K- 17.5% |
$160K - $177K
|
5.22K
$926K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.18K- 11.24% |
$170K - $187K
|
9.28K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-1.2K- 8.03% |
$174K - $191K
|
13.7K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.23K- 30.66% |
$178K - $196K
|
2.78K
$492K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.29K- 10.05% |
$187K - $206K
|
11.5K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.37K- 5.94% |
$199K - $219K
|
21.8K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.51K- 7.0% |
$218K - $241K
|
20K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 19.52% |
$223K - $245K
|
6.34K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.7K- 28.03% |
$246K - $271K
|
4.37K
$774K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.73K- 4.27% |
$251K - $276K
|
38.9K
$6.89M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.95K- 56.52% |
$282K - $310K
|
1.5K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.99K- 32.42% |
$288K - $317K
|
4.14K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-2K- 94.84% |
$290K - $320K
|
109
$19.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.08K- 40.81% |
$301K - $332K
|
3.02K
$535K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.23K- 2.62% |
$323K - $355K
|
82.7K
$14.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.26K- 1.98% |
$327K - $360K
|
112K
$19.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 29.45% |
$333K - $366K
|
5.5K
$975K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.35K- 18.22% |
$341K - $375K
|
10.6K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.41K- 10.23% |
$349K - $384K
|
21.1K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.6K- 2.37% |
$376K - $414K
|
107K
$19M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.63K- 11.8% |
$381K - $419K
|
19.7K
$3.48M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.66K- 0.24% |
$385K - $424K
|
1.11M
$197M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.77K- 9.26% |
$401K - $442K
|
27.2K
$4.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.85K- 41.93% |
$413K - $455K
|
3.95K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.89K- 40.53% |
$418K - $460K
|
4.23K
$750K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.31K- 24.11% |
$479K - $528K
|
10.4K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.83K- 12.46% |
$554K - $610K
|
26.9K
$4.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.15K- 22.69% |
$602K - $663K
|
14.2K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.19K- 2.02% |
$607K - $668K
|
203K
$36M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-4.46K- 8.78% |
$646K - $711K
|
46.3K
$8.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.93K- 9.46% |
$714K - $786K
|
47.2K
$8.36M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.85KClosed |
$847K - $933K
|
0
$0
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.33K- 56.44% |
$917K - $1.01M
|
4.89K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.69K- 38.94% |
$969K - $1.07M
|
10.5K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.62K- 19.15% |
$1.1M - $1.22M
|
32.2K
$5.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-7.99K- 56.35% |
$1.16M - $1.27M
|
6.19K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.29K- 13.7% |
$1.2M - $1.32M
|
52.2K
$9.25M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-9.5K- 24.94% |
$1.38M - $1.52M
|
28.6K
$5.07M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.8K- 60.44% |
$1.56M - $1.72M
|
7.06K
$1.25M
|