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 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.76KNew |
$834K - $918K
|
5.76K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.72K+ 133.48% |
$829K - $912K
|
10K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.32KNew |
$770K - $848K
|
5.32K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.23K+ 23.51% |
$758K - $834K
|
27.5K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.13K+ 28.64% |
$742K - $818K
|
23K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.81KNew |
$696K - $766K
|
4.81K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.55K+ 7.52% |
$659K - $726K
|
65.1K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.44K+ 9.96% |
$644K - $709K
|
49.1K
$8.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.36K+ 38.14% |
$631K - $695K
|
15.8K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.34K+ 3.2% |
$628K - $692K
|
140K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.21K+ 100.86% |
$610K - $671K
|
8.38K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.1K+ 19.07% |
$594K - $654K
|
25.6K
$4.53M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.81K+ 68.46% |
$552K - $608K
|
9.38K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
3.58KNew |
$518K - $571K
|
3.58K
$634K
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
3.33KNew |
$483K - $531K
|
3.33K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.28K+ 44.84% |
$476K - $524K
|
10.6K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.2K+ 12.62% |
$464K - $511K
|
28.6K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.17K+ 31.48% |
$459K - $505K
|
13.2K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.16K+ 7.32% |
$457K - $503K
|
46.3K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.01KNew |
$435K - $479K
|
3.01K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.99KNew |
$433K - $477K
|
2.99K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.99K+ 75.99% |
$432K - $476K
|
6.91K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.98KNew |
$431K - $475K
|
2.98K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2.92KNew |
$422K - $465K
|
2.92K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.88KNew |
$417K - $459K
|
2.88K
$510K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.8KNew |
$406K - $447K
|
2.8K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.77K+ 2798.99% |
$401K - $442K
|
2.87K
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.75K+ 1.75% |
$398K - $439K
|
160K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.72K+ 32.58% |
$393K - $433K
|
11K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 10.23% |
$386K - $425K
|
28.7K
$5.09M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.47KNew |
$358K - $395K
|
2.47K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.4KNew |
$348K - $383K
|
2.4K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.36K+ 36.81% |
$341K - $376K
|
8.76K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.33KNew |
$337K - $372K
|
2.33K
$413K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.26K+ 11.04% |
$328K - $361K
|
22.8K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26K+ 2.45% |
$327K - $361K
|
94.5K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.18K+ 24.38% |
$316K - $348K
|
11.1K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.15KNew |
$311K - $342K
|
2.15K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.03K+ 2.71% |
$294K - $324K
|
76.8K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.02K+ 6.26% |
$293K - $323K
|
34.3K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.01K+ 45.63% |
$291K - $320K
|
6.41K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2K+ 1838.53% |
$290K - $320K
|
2.11K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.97KNew |
$285K - $314K
|
1.97K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$274K - $301K
|
1.89K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.83K+ 8.23% |
$265K - $292K
|
24.1K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.82KNew |
$264K - $291K
|
1.82K
$323K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.8KNew |
$260K - $286K
|
1.8K
$318K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.75KNew |
$253K - $279K
|
1.75K
$310K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.66KNew |
$241K - $265K
|
1.66K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.66K+ 30.76% |
$240K - $265K
|
7.06K
$1.25M
|