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
|
5th Street Advisors, LLC
|
BUY
|
- |
127+ 0.35% |
$18.4K - $20.3K
|
36K
$6.38M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
123New |
$17.8K - $19.6K
|
123
$21.8K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
120+ 2.97% |
$17.4K - $19.1K
|
4.16K
$738K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
100New |
$14.5K - $16K
|
100
$17.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
100New |
$14.5K - $16K
|
100
$17.7K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
89New |
$12.9K - $14.2K
|
89
$15.8K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
85+ 9.99% |
$12.3K - $13.6K
|
936
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
85+ 39.53% |
$12.3K - $13.6K
|
300
$53.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
83+ 0.65% |
$12K - $13.2K
|
12.8K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
83+ 112.16% |
$12K - $13.2K
|
157
$27.8K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
83+ 8300.0% |
$12K - $13.2K
|
84
$14.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
80New |
$11.6K - $12.8K
|
80
$14.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
78+ 1.91% |
$11.3K - $12.4K
|
4.16K
$738K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
77+ 4.35% |
$11.2K - $12.3K
|
1.85K
$327K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
76+ 0.92% |
$11K - $12.1K
|
8.32K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
76+ 1.73% |
$11K - $12.1K
|
4.47K
$791K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
73+ 1.89% |
$10.6K - $11.6K
|
3.94K
$699K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
70+ 4.98% |
$10.1K - $11.2K
|
1.48K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
69+ 1.25% |
$9.99K - $11K
|
5.6K
$993K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
57+ 3.41% |
$8.26K - $9.09K
|
1.73K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
54+ 0.79% |
$7.82K - $8.61K
|
6.92K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 2.16% |
$7.39K - $8.13K
|
2.41K
$427K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 38.76% |
$7.24K - $7.98K
|
179
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
50New |
$7.24K - $7.98K
|
50
$8.86K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
50+ 3.1% |
$7.24K - $7.98K
|
1.67K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
50+ 26.74% |
$7.24K - $7.98K
|
237
$42K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49New |
$7.1K - $7.82K
|
49
$8.68K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
48New |
$6.95K - $7.66K
|
48
$8.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 200.0% |
$6.66K - $7.34K
|
69
$12.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
46New |
$6.66K - $7.34K
|
46
$8.15K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
45+ 1.69% |
$6.52K - $7.18K
|
2.7K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
43+ 0.15% |
$6.23K - $6.86K
|
28.2K
$5M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
40+ 2.51% |
$5.79K - $6.38K
|
1.63K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
39New |
$5.65K - $6.22K
|
39
$6.91K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
36+ 0.68% |
$5.21K - $5.74K
|
5.33K
$945K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
32+ 0.8% |
$4.63K - $5.1K
|
4.02K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29+ 5.2% |
$4.2K - $4.63K
|
587
$104K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 1.28% |
$4.06K - $4.47K
|
2.21K
$391K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
28+ 0.63% |
$4.06K - $4.47K
|
4.46K
$790K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
24+ 0.12% |
$3.48K - $3.83K
|
19.7K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
16+ 1.6% |
$2.32K - $2.55K
|
1.02K
$180K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15New |
$2.17K - $2.39K
|
15
$2.66K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
15+ 0.15% |
$2.17K - $2.39K
|
10.2K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
14New |
$2.03K - $2.23K
|
14
$2.48K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.18% |
$2.03K - $2.23K
|
7.98K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.16% |
$1.88K - $2.07K
|
8.38K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12+ 0.21% |
$1.74K - $1.91K
|
5.64K
$999K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12+ 0.14% |
$1.74K - $1.91K
|
8.45K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.06% |
$1.74K - $1.91K
|
19.7K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
7+ 0.1% |
$1.01K - $1.12K
|
7.12K
$1.26M
|