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 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-827- 12.9% |
$112K - $156K
|
5.58K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-840- 41.42% |
$114K - $158K
|
1.19K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-873- 28.94% |
$118K - $165K
|
2.14K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-917- 6.56% |
$124K - $173K
|
13.1K
$2.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-917- 8.68% |
$124K - $173K
|
9.64K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-998- 3.65% |
$135K - $188K
|
26.3K
$5.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1K- 58.14% |
$135K - $189K
|
720
$149K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.03K- 16.91% |
$139K - $194K
|
5.06K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.09K- 9.59% |
$148K - $206K
|
10.3K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.14K- 9.05% |
$154K - $214K
|
11.4K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.16K- 24.02% |
$157K - $219K
|
3.68K
$758K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.17K- 7.27% |
$158K - $220K
|
14.9K
$3.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.19K- 63.76% |
$160K - $224K
|
674
$139K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.27K- 20.53% |
$172K - $240K
|
4.92K
$1.01M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.28K- 4.63% |
$173K - $241K
|
26.3K
$5.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.3K- 26.65% |
$176K - $245K
|
3.58K
$738K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.55K- 7.79% |
$210K - $293K
|
18.4K
$3.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.58K- 13.54% |
$214K - $298K
|
10.1K
$2.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.59K- 5.89% |
$215K - $300K
|
25.4K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.61K- 69.1% |
$218K - $304K
|
720
$149K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.62K- 4.36% |
$219K - $305K
|
35.5K
$7.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.64K- 33.78% |
$222K - $309K
|
3.21K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.64K- 12.41% |
$222K - $310K
|
11.6K
$2.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.73K- 4.44% |
$234K - $326K
|
37.1K
$7.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.76K- 6.54% |
$238K - $332K
|
25.1K
$5.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.93K- 10.4% |
$262K - $365K
|
16.7K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.99K- 63.22% |
$270K - $376K
|
1.16K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.21K- 25.29% |
$300K - $418K
|
6.54K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.22K- 25.56% |
$300K - $418K
|
6.46K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.28K- 11.59% |
$309K - $431K
|
17.4K
$3.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.62K- 79.42% |
$355K - $494K
|
679
$140K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.69K- 3.25% |
$364K - $507K
|
80K
$16.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.78K- 96.72% |
$376K - $524K
|
94
$19.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.79K- 29.79% |
$378K - $527K
|
6.58K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.96K- 2.65% |
$400K - $558K
|
109K
$22.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-3K- 23.67% |
$406K - $566K
|
9.68K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-3.28K- 10.34% |
$444K - $619K
|
28.5K
$5.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.69K- 24.02% |
$499K - $696K
|
11.7K
$2.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 3.83% |
$556K - $775K
|
103K
$21.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-4.14K- 3.16% |
$560K - $781K
|
127K
$26.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.28K- 53.86% |
$579K - $808K
|
3.67K
$756K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-4.5K- 54.03% |
$608K - $848K
|
3.83K
$789K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.5K- 42.93% |
$609K - $849K
|
5.98K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.87K- 75.26% |
$659K - $919K
|
1.6K
$330K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-5.33K- 16.19% |
$721K - $1M
|
27.6K
$5.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.34K- 56.48% |
$722K - $1.01M
|
4.11K
$848K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.67K- 63.84% |
$767K - $1.07M
|
3.21K
$662K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.88K- 41.51% |
$795K - $1.11M
|
8.28K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-6.26K- 17.38% |
$846K - $1.18M
|
29.7K
$6.13M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.09K- 55.4% |
$959K - $1.34M
|
5.71K
$1.18M
|