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
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.18% |
$2.03K - $2.23K
|
7.98K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
14New |
$2.03K - $2.23K
|
14
$2.89K
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.16% |
$1.88K - $2.07K
|
8.38K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12+ 0.21% |
$1.74K - $1.91K
|
5.64K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
12+ 0.14% |
$1.74K - $1.91K
|
8.45K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.06% |
$1.74K - $1.91K
|
19.7K
$4.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.01K - $1.12K
|
1.83K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
7+ 0.1% |
$1.01K - $1.12K
|
7.12K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 5.22% |
$1.01K - $1.12K
|
141
$29.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.13% |
$724 - $798
|
3.88K
$800K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5+ 0.54% |
$724 - $798
|
928
$191K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.11% |
$579 - $638
|
3.61K
$745K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4+ 0.16% |
$579 - $638
|
2.56K
$527K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$435 - $479
|
1.95K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.28% |
$290 - $319
|
728
$150K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$290 - $319
|
4.95K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$290 - $319
|
7.73K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2+ 0.07% |
$290 - $319
|
3.03K
$626K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
2+ 0.04% |
$290 - $319
|
4.85K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2+ 0.13% |
$290 - $319
|
1.51K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.07% |
$290 - $319
|
3.01K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2+ 0.14% |
$290 - $319
|
1.43K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.22% |
$290 - $319
|
893
$184K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2+ 0.12% |
$290 - $319
|
1.69K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2+ 1.19% |
$290 - $319
|
170
$35.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$145 - $160
|
4.54K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.3% |
$145 - $160
|
334
$68.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$145 - $160
|
5.38K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.05% |
$145 - $160
|
1.91K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1+ 0.43% |
$145 - $160
|
236
$48.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$145 - $160
|
806
$166K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1+ 0.03% |
$145 - $160
|
3.74K
$772K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$145 - $160
|
2.57K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.31% |
$145 - $160
|
323
$66.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$145 - $160
|
2.74K
$564K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1- 0.03% |
$145 - $160
|
3.63K
$748K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2- 0.05% |
$290 - $319
|
4.31K
$888K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3- 0.14% |
$435 - $479
|
2.11K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4- 0.11% |
$579 - $638
|
3.71K
$765K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-6- 0.27% |
$869 - $957
|
2.18K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-6- 0.08% |
$869 - $957
|
7.8K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6- 0.27% |
$869 - $957
|
2.22K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7- 0.37% |
$1.01K - $1.12K
|
1.87K
$387K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-8- 0.2% |
$1.16K - $1.28K
|
3.93K
$811K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9- 0.11% |
$1.3K - $1.44K
|
7.95K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11- 0.12% |
$1.59K - $1.75K
|
8.93K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14- 0.22% |
$2.03K - $2.23K
|
6.47K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-14- 48.28% |
$2.03K - $2.23K
|
15
$3.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-14- 0.46% |
$2.03K - $2.23K
|
3.04K
$626K
|