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 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
615+ 7.7% |
$83.2K - $116K
|
8.6K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
611+ 7.12% |
$82.7K - $115K
|
9.19K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
606+ 45.22% |
$82K - $114K
|
1.95K
$401K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
591+ 6.94% |
$80K - $111K
|
9.1K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
589New |
$79.7K - $111K
|
589
$121K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
587+ 7.69% |
$79.4K - $111K
|
8.22K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
584+ 11.1% |
$79K - $110K
|
5.85K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
575+ 10.27% |
$77.8K - $108K
|
6.18K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
569+ 41.59% |
$77K - $107K
|
1.94K
$400K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
554+ 11.53% |
$75K - $105K
|
5.36K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
537+ 32.25% |
$72.7K - $101K
|
2.2K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
528+ 33.93% |
$71.4K - $99.6K
|
2.08K
$430K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
514+ 12.87% |
$69.5K - $97K
|
4.51K
$930K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
513+ 1.54% |
$69.4K - $96.8K
|
33.8K
$6.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
501+ 3.95% |
$67.8K - $94.5K
|
13.2K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
493+ 3.39% |
$66.7K - $93K
|
15K
$3.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
484+ 0.46% |
$65.5K - $91.3K
|
105K
$21.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
480New |
$64.9K - $90.5K
|
480
$99K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
477+ 7.52% |
$64.5K - $90K
|
6.82K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
469+ 298.73% |
$63.5K - $88.5K
|
626
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
462+ 13.87% |
$62.5K - $87.2K
|
3.79K
$782K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
452+ 13.14% |
$61.2K - $85.3K
|
3.89K
$803K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
434+ 15.83% |
$58.7K - $81.9K
|
3.18K
$655K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
412+ 22.83% |
$55.7K - $77.7K
|
2.22K
$457K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
408+ 43.59% |
$55.2K - $77K
|
1.34K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
397+ 15.56% |
$53.7K - $74.9K
|
2.95K
$608K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
380+ 17.63% |
$51.4K - $71.7K
|
2.54K
$523K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
360+ 6.82% |
$48.7K - $67.9K
|
5.64K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
351+ 14.46% |
$47.5K - $66.2K
|
2.78K
$573K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
335+ 21.47% |
$45.3K - $63.2K
|
1.9K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
333+ 14.71% |
$45.1K - $62.8K
|
2.6K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
332+ 1.66% |
$44.9K - $62.6K
|
20.4K
$4.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
330+ 3.92% |
$44.7K - $62.3K
|
8.74K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
319+ 9.57% |
$43.2K - $60.2K
|
3.65K
$753K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
300New |
$40.6K - $56.6K
|
300
$61.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
300+ 21.96% |
$40.6K - $56.6K
|
1.67K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
295+ 14.09% |
$39.9K - $55.6K
|
2.39K
$493K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
294+ 3.8% |
$39.8K - $55.5K
|
8.03K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
288+ 6.08% |
$39K - $54.3K
|
5.02K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
286+ 3.95% |
$38.7K - $54K
|
7.53K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
286+ 11.49% |
$38.7K - $54K
|
2.78K
$573K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
280+ 3.89% |
$37.9K - $52.8K
|
7.47K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
277+ 37.84% |
$37.5K - $52.3K
|
1.01K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
261+ 1.43% |
$35.3K - $49.2K
|
18.5K
$3.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
260+ 2.67% |
$35.2K - $49K
|
10K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
258+ 3.35% |
$34.9K - $48.7K
|
7.96K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
257+ 8.16% |
$34.8K - $48.5K
|
3.41K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
257+ 2.68% |
$34.8K - $48.5K
|
9.85K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
243+ 3.14% |
$32.9K - $45.8K
|
7.97K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
242+ 13.28% |
$32.7K - $45.7K
|
2.06K
$426K
|