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 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
562New |
$81.4K - $89.6K
|
562
$99.6K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
547+ 8.23% |
$79.2K - $87.2K
|
7.19K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
543New |
$78.6K - $86.6K
|
543
$96.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
539+ 8.1% |
$78.1K - $86K
|
7.19K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
511+ 136.27% |
$74K - $81.5K
|
886
$157K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500+ 14.75% |
$72.4K - $79.8K
|
3.89K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
500New |
$72.4K - $79.8K
|
500
$88.6K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
500+ 11.48% |
$72.4K - $79.8K
|
4.86K
$861K
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
496+ 1.82% |
$71.8K - $79.1K
|
27.8K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
486+ 2.97% |
$70.4K - $77.5K
|
16.8K
$2.99M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
468+ 28.69% |
$67.8K - $74.6K
|
2.1K
$372K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
450+ 110.57% |
$65.2K - $71.8K
|
857
$152K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
429+ 27.05% |
$62.1K - $68.4K
|
2.02K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
394New |
$57.1K - $62.8K
|
394
$69.8K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
389+ 3.03% |
$56.3K - $62K
|
13.2K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
385New |
$55.8K - $61.4K
|
385
$68.2K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
377+ 0.65% |
$54.6K - $60.1K
|
58.6K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
368+ 97.87% |
$53.3K - $58.7K
|
744
$132K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
356+ 6.07% |
$51.6K - $56.8K
|
6.22K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
351+ 1.68% |
$50.8K - $56K
|
21.3K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
336+ 6.26% |
$48.7K - $53.6K
|
5.7K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
331New |
$47.9K - $52.8K
|
331
$58.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
324+ 10.11% |
$46.9K - $51.7K
|
3.53K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
320+ 94.67% |
$46.3K - $51K
|
658
$117K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
311+ 2.28% |
$45K - $49.6K
|
14K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
300+ 3.23% |
$43.5K - $47.9K
|
9.59K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
286+ 9.19% |
$41.4K - $45.6K
|
3.4K
$602K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
272+ 10.11% |
$39.4K - $43.4K
|
2.96K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
270+ 3.49% |
$39.1K - $43.1K
|
8K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
250+ 5.35% |
$36.2K - $39.9K
|
4.92K
$872K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$36.2K - $39.9K
|
250
$44.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245+ 0.92% |
$35.5K - $39.1K
|
27K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
241+ 6.65% |
$34.9K - $38.4K
|
3.86K
$685K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
241+ 5.98% |
$34.9K - $38.4K
|
4.27K
$757K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
230+ 85.19% |
$33.3K - $36.7K
|
500
$88.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
225+ 23.81% |
$32.6K - $35.9K
|
1.17K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
218New |
$31.6K - $34.8K
|
218
$38.6K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
215+ 1.77% |
$31.1K - $34.3K
|
12.3K
$2.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
215+ 8.13% |
$31.1K - $34.3K
|
2.86K
$507K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
207+ 63.11% |
$30K - $33K
|
535
$94.8K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
206New |
$29.8K - $32.9K
|
206
$36.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
198+ 2.64% |
$28.7K - $31.6K
|
7.7K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
190+ 3.75% |
$27.5K - $30.3K
|
5.26K
$933K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
170+ 22.82% |
$24.6K - $27.1K
|
915
$162K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
168+ 3.01% |
$24.3K - $26.8K
|
5.75K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
150+ 13.64% |
$21.7K - $23.9K
|
1.25K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
145+ 3.16% |
$21K - $23.1K
|
4.73K
$839K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
142New |
$20.6K - $22.6K
|
142
$25.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
138+ 3.6% |
$20K - $22K
|
3.97K
$704K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
134+ 1340.0% |
$19.4K - $21.4K
|
144
$25.5K
|