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 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-332- 1.2% |
$48.1K - $53K
|
27.3K
$4.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-337- 7.27% |
$48.8K - $53.8K
|
4.3K
$762K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-349- 11.99% |
$50.5K - $55.7K
|
2.56K
$454K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-350- 8.51% |
$50.7K - $55.8K
|
3.77K
$667K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-350- 8.28% |
$50.7K - $55.8K
|
3.88K
$687K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-354- 1.84% |
$51.3K - $56.5K
|
18.8K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-365- 4.57% |
$52.9K - $58.2K
|
7.63K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-368- 11.14% |
$53.3K - $58.7K
|
2.93K
$520K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-369- 5.61% |
$53.4K - $58.9K
|
6.21K
$1.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-370- 1.32% |
$53.6K - $59K
|
27.6K
$4.89M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-370- 2.3% |
$53.6K - $59K
|
15.7K
$2.79M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-371- 15.26% |
$53.7K - $59.2K
|
2.06K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-394- 11.32% |
$57.1K - $62.8K
|
3.09K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-396- 3.36% |
$57.4K - $63.2K
|
11.4K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-400- 9.68% |
$57.9K - $63.8K
|
3.73K
$661K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-405- 9.2% |
$58.7K - $64.6K
|
4K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-410- 2.24% |
$59.4K - $65.4K
|
17.9K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-426- 21.3% |
$61.7K - $67.9K
|
1.57K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-432- 5.22% |
$62.6K - $68.9K
|
7.84K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-455- 3.65% |
$65.9K - $72.6K
|
12K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-460- 4.52% |
$66.6K - $73.4K
|
9.72K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-479- 5.33% |
$69.4K - $76.4K
|
8.51K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-493- 3.28% |
$71.4K - $78.6K
|
14.5K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-503- 15.98% |
$72.9K - $80.2K
|
2.65K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-505- 27.85% |
$73.1K - $80.5K
|
1.31K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-533- 13.42% |
$77.2K - $85K
|
3.44K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-543- 10.51% |
$78.6K - $86.6K
|
4.62K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-561- 7.37% |
$81.3K - $89.5K
|
7.05K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-561- 4.7% |
$81.3K - $89.5K
|
11.4K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-566- 18.91% |
$82K - $90.3K
|
2.43K
$430K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-585- 30.34% |
$84.7K - $93.3K
|
1.34K
$238K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-600- 28.56% |
$86.9K - $95.7K
|
1.5K
$266K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-600- 10.57% |
$86.9K - $95.7K
|
5.08K
$899K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-614- 28.29% |
$88.9K - $97.9K
|
1.56K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-624- 21.58% |
$90.4K - $99.5K
|
2.27K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-650- 9.22% |
$94.1K - $104K
|
6.4K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-650- 8.3% |
$94.1K - $104K
|
7.18K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-651- 3.33% |
$94.3K - $104K
|
18.9K
$3.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-659- 22.38% |
$95.4K - $105K
|
2.29K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-698- 11.48% |
$101K - $111K
|
5.38K
$954K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-767- 6.96% |
$111K - $122K
|
10.2K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-783- 13.32% |
$113K - $125K
|
5.1K
$903K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-788- 12.41% |
$114K - $126K
|
5.56K
$986K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-804- 2.16% |
$116K - $128K
|
36.4K
$6.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-833- 37.85% |
$121K - $133K
|
1.37K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-837- 9.76% |
$121K - $134K
|
7.74K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-852- 6.79% |
$123K - $136K
|
11.7K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-879- 10.83% |
$127K - $140K
|
7.24K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-908- 7.0% |
$132K - $145K
|
12.1K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-908- 10.0% |
$132K - $145K
|
8.17K
$1.45M
|