Purchases and Sales Made in Q2 2025 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-249- 1.18% |
$33.7K - $47K
|
20.9K
$4.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-250- 13.47% |
$33.8K - $47.2K
|
1.61K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-253- 18.48% |
$34.2K - $47.7K
|
1.12K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-260- 13.82% |
$35.2K - $49K
|
1.62K
$334K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-263- 34.29% |
$35.6K - $49.6K
|
504
$104K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-272- 90.67% |
$36.8K - $51.3K
|
28
$5.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-288- 3.52% |
$39K - $54.3K
|
7.9K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-289- 2.54% |
$39.1K - $54.5K
|
11.1K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-297- 3.19% |
$40.2K - $56K
|
9K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-305- 1.43% |
$41.3K - $57.5K
|
21K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-320- 16.24% |
$43.3K - $60.4K
|
1.65K
$340K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-323- 22.52% |
$43.7K - $60.9K
|
1.11K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-330- 8.18% |
$44.7K - $62.3K
|
3.7K
$764K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-341- 23.88% |
$46.1K - $64.3K
|
1.09K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-348- 1.45% |
$47.1K - $65.6K
|
23.7K
$4.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-380- 6.11% |
$51.4K - $71.7K
|
5.84K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-389- 3.93% |
$52.6K - $73.4K
|
9.51K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-393- 1.69% |
$53.2K - $74.1K
|
22.8K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-397- 21.18% |
$53.7K - $74.9K
|
1.48K
$305K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-400- 19.44% |
$54.1K - $75.5K
|
1.66K
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-415- 5.18% |
$56.2K - $78.3K
|
7.6K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-424- 10.52% |
$57.4K - $80K
|
3.61K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-435- 0.57% |
$58.9K - $82.1K
|
75.5K
$15.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-450- 17.92% |
$60.9K - $84.9K
|
2.06K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-482- 2.22% |
$65.2K - $90.9K
|
21.3K
$4.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-488- 12.52% |
$66K - $92.1K
|
3.41K
$704K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-500- 7.81% |
$67.7K - $94.3K
|
5.9K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-503- 10.53% |
$68.1K - $94.9K
|
4.28K
$882K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-517- 11.55% |
$70K - $97.5K
|
3.96K
$817K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-525- 3.34% |
$71K - $99K
|
15.2K
$3.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-528- 12.76% |
$71.4K - $99.6K
|
3.61K
$745K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-571- 14.48% |
$77.3K - $108K
|
3.37K
$696K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-583- 4.83% |
$78.9K - $110K
|
11.5K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-592- 23.17% |
$80.1K - $112K
|
1.96K
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-607- 65.41% |
$82.1K - $115K
|
321
$66.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-639- 19.43% |
$86.5K - $121K
|
2.65K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-640- 3.11% |
$86.6K - $121K
|
19.9K
$4.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-649- 1.89% |
$87.8K - $122K
|
33.7K
$6.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-699- 12.94% |
$94.6K - $132K
|
4.7K
$970K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-709- 24.16% |
$95.9K - $134K
|
2.23K
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-712- 5.77% |
$96.3K - $134K
|
11.6K
$2.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-741- 36.39% |
$100K - $140K
|
1.3K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-753- 19.38% |
$102K - $142K
|
3.13K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-771- 4.91% |
$104K - $145K
|
14.9K
$3.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-781- 42.17% |
$106K - $147K
|
1.07K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-781- 18.14% |
$106K - $147K
|
3.52K
$727K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 2.78% |
$108K - $151K
|
28K
$5.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-810- 17.09% |
$110K - $153K
|
3.93K
$811K
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-817- 1.76% |
$111K - $154K
|
45.5K
$9.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-821- 19.21% |
$111K - $155K
|
3.45K
$712K
|