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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.63K+ 120.44% |
$236K - $260K
|
2.99K
$529K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.59KNew |
$230K - $254K
|
1.59K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.56KNew |
$226K - $249K
|
1.56K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.53K+ 79.16% |
$221K - $244K
|
3.46K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.51KNew |
$219K - $241K
|
1.51K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.38KNew |
$199K - $219K
|
1.38K
$244K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.37KNew |
$198K - $218K
|
1.37K
$242K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.35KNew |
$195K - $215K
|
1.35K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.34KNew |
$195K - $214K
|
1.34K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.34KNew |
$194K - $214K
|
1.34K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.33KNew |
$193K - $212K
|
1.33K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.3K+ 32.66% |
$188K - $207K
|
5.28K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.3K+ 256.72% |
$188K - $207K
|
1.81K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.3K+ 9.34% |
$188K - $207K
|
15.2K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.26K+ 1.69% |
$182K - $201K
|
75.9K
$13.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 15.66% |
$181K - $200K
|
9.26K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.22K+ 21.76% |
$177K - $195K
|
6.83K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.18K+ 3.67% |
$171K - $188K
|
33.3K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 3.24% |
$164K - $181K
|
36.1K
$6.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.09K+ 5.83% |
$157K - $173K
|
19.7K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.07K+ 28.29% |
$155K - $170K
|
4.84K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.07K+ 338.1% |
$154K - $170K
|
1.38K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.04K+ 22.48% |
$150K - $166K
|
5.66K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.02KNew |
$147K - $162K
|
1.02K
$180K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
911+ 30.49% |
$132K - $145K
|
3.9K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
896+ 11.92% |
$130K - $143K
|
8.41K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
892+ 25.43% |
$129K - $142K
|
4.4K
$780K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
874+ 35.57% |
$127K - $139K
|
3.33K
$590K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
867New |
$126K - $138K
|
867
$154K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
831New |
$120K - $133K
|
831
$147K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
827+ 6.81% |
$120K - $132K
|
13K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
826+ 135.86% |
$120K - $132K
|
1.43K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
802+ 11.92% |
$116K - $128K
|
7.53K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
800+ 2162.16% |
$116K - $128K
|
837
$148K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
783+ 2.34% |
$113K - $125K
|
34.3K
$6.08M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
761+ 35.36% |
$110K - $121K
|
2.91K
$516K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
760New |
$110K - $121K
|
760
$135K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
726+ 4.69% |
$105K - $116K
|
16.2K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
723+ 4.45% |
$105K - $115K
|
17K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
720+ 72.0% |
$104K - $115K
|
1.72K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
720+ 4.15% |
$104K - $115K
|
18.1K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
700+ 12.73% |
$101K - $112K
|
6.2K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
698+ 34.15% |
$101K - $111K
|
2.74K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
658+ 41.51% |
$95.3K - $105K
|
2.24K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
658+ 47.2% |
$95.3K - $105K
|
2.05K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
634+ 25.03% |
$91.8K - $101K
|
3.17K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
615+ 5.05% |
$89.1K - $98.1K
|
12.8K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
602+ 4.36% |
$87.2K - $96K
|
14.4K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
601+ 18.64% |
$87K - $95.9K
|
3.83K
$678K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
596+ 22.05% |
$86.3K - $95.1K
|
3.3K
$585K
|