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 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-783- 13.32% |
$113K - $125K
|
5.1K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-788- 12.41% |
$114K - $126K
|
5.56K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-804- 2.16% |
$116K - $128K
|
36.4K
$7.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-833- 37.85% |
$121K - $133K
|
1.37K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-837- 9.76% |
$121K - $134K
|
7.74K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-852- 6.79% |
$123K - $136K
|
11.7K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-879- 10.83% |
$127K - $140K
|
7.24K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-908- 10.0% |
$132K - $145K
|
8.17K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-908- 7.0% |
$132K - $145K
|
12.1K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-916- 0.69% |
$133K - $146K
|
131K
$27M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-918- 4.4% |
$133K - $146K
|
19.9K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-919- 4.74% |
$133K - $147K
|
18.5K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-932- 5.79% |
$135K - $149K
|
15.2K
$3.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-935- 29.24% |
$135K - $149K
|
2.26K
$467K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-937- 5.75% |
$136K - $149K
|
15.4K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-968- 36.28% |
$140K - $154K
|
1.7K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-970- 5.06% |
$140K - $155K
|
18.2K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-974- 21.32% |
$141K - $155K
|
3.59K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.07K- 14.91% |
$154K - $170K
|
6.09K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.09K- 4.49% |
$158K - $174K
|
23.2K
$4.79M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.11K- 17.5% |
$160K - $177K
|
5.22K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.18K- 11.24% |
$170K - $187K
|
9.28K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-1.2K- 8.03% |
$174K - $191K
|
13.7K
$2.83M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.21K- 23.44% |
$175K - $193K
|
3.95K
$815K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.23K- 30.66% |
$178K - $196K
|
2.78K
$572K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.29K- 10.05% |
$187K - $206K
|
11.5K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.37K- 5.94% |
$199K - $219K
|
21.8K
$4.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.51K- 7.0% |
$218K - $241K
|
20K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.54K- 19.52% |
$223K - $245K
|
6.34K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.7K- 28.03% |
$246K - $271K
|
4.37K
$901K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.73K- 4.27% |
$251K - $276K
|
38.9K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.95K- 56.52% |
$282K - $310K
|
1.5K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.99K- 32.42% |
$288K - $317K
|
4.14K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-2K- 94.84% |
$290K - $320K
|
109
$22.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.08K- 40.81% |
$301K - $332K
|
3.02K
$622K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.23K- 2.62% |
$323K - $355K
|
82.7K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.26K- 1.98% |
$327K - $360K
|
112K
$23M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 29.45% |
$333K - $366K
|
5.5K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.35K- 18.22% |
$341K - $375K
|
10.6K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.41K- 10.23% |
$349K - $384K
|
21.1K
$4.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.6K- 2.37% |
$376K - $414K
|
107K
$22.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.63K- 11.8% |
$381K - $419K
|
19.7K
$4.05M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.66K- 0.24% |
$385K - $424K
|
1.11M
$229M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.77K- 9.26% |
$401K - $442K
|
27.2K
$5.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.85K- 41.93% |
$413K - $455K
|
3.95K
$815K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.89K- 40.53% |
$418K - $460K
|
4.23K
$873K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.31K- 24.11% |
$479K - $528K
|
10.4K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.31K- 24.11% |
$479K - $528K
|
10.4K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.83K- 12.46% |
$554K - $610K
|
26.9K
$5.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.15K- 22.69% |
$602K - $663K
|
14.2K
$2.92M
|