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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25- 0.09% |
$3.62K - $3.99K
|
26.6K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-30- 7.5% |
$4.35K - $4.79K
|
370
$65.6K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-30- 0.69% |
$4.35K - $4.79K
|
4.33K
$767K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-31- 6.65% |
$4.49K - $4.94K
|
435
$77.1K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-31- 11.19% |
$4.49K - $4.94K
|
246
$43.6K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-33- 2.5% |
$4.78K - $5.26K
|
1.29K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-34- 1.64% |
$4.92K - $5.42K
|
2.04K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-34- 2.23% |
$4.92K - $5.42K
|
1.49K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-34- 0.94% |
$4.92K - $5.42K
|
3.58K
$635K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-35- 0.48% |
$5.07K - $5.58K
|
7.22K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-36- 2.61% |
$5.21K - $5.74K
|
1.34K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-40- 1.2% |
$5.79K - $6.38K
|
3.29K
$583K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-40- 72.73% |
$5.79K - $6.38K
|
15
$2.66K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-40- 2.53% |
$5.79K - $6.38K
|
1.54K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-46- 1.58% |
$6.66K - $7.34K
|
2.86K
$507K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-49- 2.04% |
$7.1K - $7.82K
|
2.35K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-50- 0.4% |
$7.24K - $7.98K
|
12.5K
$2.22M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-50- 16.67% |
$7.24K - $7.98K
|
250
$44.3K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-52- 1.19% |
$7.53K - $8.29K
|
4.31K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-55- 2.64% |
$7.97K - $8.77K
|
2.03K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-55- 2.26% |
$7.97K - $8.77K
|
2.38K
$421K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-57- 2.3% |
$8.26K - $9.09K
|
2.42K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-59- 3.55% |
$8.55K - $9.41K
|
1.6K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-60- 0.95% |
$8.69K - $9.57K
|
6.25K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-61- 0.88% |
$8.84K - $9.73K
|
6.9K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-62- 6.63% |
$8.98K - $9.89K
|
873
$155K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-63- 1.45% |
$9.12K - $10K
|
4.27K
$756K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-64- 75.29% |
$9.27K - $10.2K
|
21
$3.72K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-65- 8.16% |
$9.41K - $10.4K
|
732
$130K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 3.95% |
$9.41K - $10.4K
|
1.58K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-68- 1.77% |
$9.85K - $10.8K
|
3.78K
$669K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-70- 1.45% |
$10.1K - $11.2K
|
4.74K
$840K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-71- 3.1% |
$10.3K - $11.3K
|
2.22K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-73- 4.06% |
$10.6K - $11.6K
|
1.73K
$306K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-75- 0.69% |
$10.9K - $12K
|
10.8K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-75- 2.62% |
$10.9K - $12K
|
2.79K
$494K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-75- 22.52% |
$10.9K - $12K
|
258
$45.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-76- 3.2% |
$11K - $12.1K
|
2.3K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-77- 77.0% |
$11.2K - $12.3K
|
23
$4.08K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-79- 2.49% |
$11.4K - $12.6K
|
3.1K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-80- 0.99% |
$11.6K - $12.8K
|
7.99K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-80- 23.95% |
$11.6K - $12.8K
|
254
$45K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-80- 3.61% |
$11.6K - $12.8K
|
2.13K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-85- 0.87% |
$12.3K - $13.6K
|
9.7K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-88- 1.25% |
$12.7K - $14K
|
6.96K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-90- 3.63% |
$13K - $14.4K
|
2.39K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-93- 0.94% |
$13.5K - $14.8K
|
9.76K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-94- 47.24% |
$13.6K - $15K
|
105
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-95- 8.47% |
$13.8K - $15.2K
|
1.03K
$182K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-95- 5.06% |
$13.8K - $15.2K
|
1.78K
$316K
|