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 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-97- 83.62% |
$14K - $15.5K
|
19
$3.37K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-100- 0.3% |
$14.5K - $16K
|
32.9K
$5.83M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-101- 3.11% |
$14.6K - $16.1K
|
3.15K
$558K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-105- 2.49% |
$15.2K - $16.7K
|
4.11K
$728K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-112- 4.95% |
$16.2K - $17.9K
|
2.15K
$381K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-115- 5.69% |
$16.7K - $18.3K
|
1.91K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-117- 0.37% |
$16.9K - $18.7K
|
31.7K
$5.63M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-117- 0.61% |
$16.9K - $18.7K
|
19K
$3.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-117- 4.39% |
$16.9K - $18.7K
|
2.55K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-122- 80.26% |
$17.7K - $19.5K
|
30
$5.32K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-127- 0.95% |
$18.4K - $20.3K
|
13.2K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-138- 4.32% |
$20K - $22K
|
3.06K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-138- 0.36% |
$20K - $22K
|
38.1K
$6.75M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-139- 3.29% |
$20.1K - $22.2K
|
4.09K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-140- 48.28% |
$20.3K - $22.3K
|
150
$26.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-142- 0.49% |
$20.6K - $22.6K
|
28.8K
$5.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-142- 3.53% |
$20.6K - $22.6K
|
3.89K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-147- 0.71% |
$21.3K - $23.4K
|
20.5K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-147- 5.19% |
$21.3K - $23.4K
|
2.68K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-148- 2.6% |
$21.4K - $23.6K
|
5.55K
$984K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-155- 1.99% |
$22.5K - $24.7K
|
7.63K
$1.35M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-156- 3.73% |
$22.6K - $24.9K
|
4.03K
$714K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-159- 6.91% |
$23K - $25.4K
|
2.14K
$379K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-160- 1.96% |
$23.2K - $25.5K
|
8.01K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-165- 10.51% |
$23.9K - $26.3K
|
1.41K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-167- 1.05% |
$24.2K - $26.6K
|
15.7K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-174- 3.8% |
$25.2K - $27.8K
|
4.4K
$780K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-175- 15.35% |
$25.3K - $27.9K
|
965
$171K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-193- 2.03% |
$28K - $30.8K
|
9.3K
$1.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-202- 1.24% |
$29.3K - $32.2K
|
16.1K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-215- 0.7% |
$31.1K - $34.3K
|
30.5K
$5.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-222- 2.52% |
$32.2K - $35.4K
|
8.58K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-226- 8.32% |
$32.7K - $36K
|
2.49K
$441K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-229- 1.93% |
$33.2K - $36.5K
|
11.7K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-230- 2.08% |
$33.3K - $36.7K
|
10.9K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-242- 2.5% |
$35.1K - $38.6K
|
9.45K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-243- 4.84% |
$35.2K - $38.8K
|
4.78K
$847K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-245- 15.18% |
$35.5K - $39.1K
|
1.37K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-246- 99.6% |
$35.6K - $39.2K
|
1
$177
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-270- 14.94% |
$39.1K - $43.1K
|
1.54K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-275- 29.16% |
$39.8K - $43.9K
|
668
$118K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-283- 3.95% |
$41K - $45.1K
|
6.87K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-283- 1.21% |
$41K - $45.1K
|
23.2K
$4.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-287- 12.06% |
$41.6K - $45.8K
|
2.09K
$371K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-300- 8.77% |
$43.5K - $47.9K
|
3.12K
$553K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-300- 13.91% |
$43.5K - $47.9K
|
1.86K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-300- 16.37% |
$43.5K - $47.9K
|
1.53K
$272K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-300- 8.52% |
$43.5K - $47.9K
|
3.22K
$571K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-329- 50.0% |
$47.7K - $52.5K
|
329
$58.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-330- 7.05% |
$47.8K - $52.6K
|
4.35K
$771K
|