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
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
240+ 4.88% |
$32.5K - $45.3K
|
5.16K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
220+ 1.3% |
$29.8K - $41.5K
|
17.2K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
210+ 6.18% |
$28.4K - $39.6K
|
3.61K
$744K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
209New |
$28.3K - $39.4K
|
209
$43.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
206+ 2.86% |
$27.9K - $38.9K
|
7.4K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
203+ 2537.5% |
$27.5K - $38.3K
|
211
$43.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
200New |
$27.1K - $37.7K
|
200
$41.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
200+ 2857.14% |
$27.1K - $37.7K
|
207
$42.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
200+ 1.73% |
$27.1K - $37.7K
|
11.7K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
196+ 10.99% |
$26.5K - $37K
|
1.98K
$408K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
188New |
$25.4K - $35.5K
|
188
$38.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
188+ 5.33% |
$25.4K - $35.5K
|
3.72K
$767K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
182+ 3.38% |
$24.6K - $34.3K
|
5.56K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
175+ 7.07% |
$23.7K - $33K
|
2.65K
$546K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
175+ 1.72% |
$23.7K - $33K
|
10.4K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
170+ 5.84% |
$23K - $32.1K
|
3.08K
$636K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
165+ 63.95% |
$22.3K - $31.1K
|
423
$87.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
165New |
$22.3K - $31.1K
|
165
$34K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
155+ 2.03% |
$21K - $29.2K
|
7.78K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
139+ 0.02% |
$18.8K - $26.2K
|
606K
$125M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
138+ 265.38% |
$18.7K - $26K
|
190
$39.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
133+ 1.37% |
$18K - $25.1K
|
9.83K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
124+ 5.4% |
$16.8K - $23.4K
|
2.42K
$499K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
123New |
$16.6K - $23.2K
|
123
$25.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
117+ 5.37% |
$15.8K - $22.1K
|
2.29K
$473K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
116+ 0.74% |
$15.7K - $21.9K
|
15.9K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
115New |
$15.6K - $21.7K
|
115
$23.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
105+ 3.67% |
$14.2K - $19.8K
|
2.97K
$612K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
104+ 5.09% |
$14.1K - $19.6K
|
2.15K
$443K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
104+ 0.89% |
$14.1K - $19.6K
|
11.8K
$2.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 4.53% |
$13.5K - $18.9K
|
2.31K
$476K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100+ 30.77% |
$13.5K - $18.9K
|
425
$87.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100+ 4.5% |
$13.5K - $18.9K
|
2.32K
$479K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100+ 2.43% |
$13.5K - $18.9K
|
4.21K
$868K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
99+ 5.24% |
$13.4K - $18.7K
|
1.99K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
96+ 5.56% |
$13K - $18.1K
|
1.82K
$376K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96+ 0.59% |
$13K - $18.1K
|
16.3K
$3.36M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95+ 1.82% |
$12.9K - $17.9K
|
5.32K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
95+ 6.88% |
$12.9K - $17.9K
|
1.48K
$304K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
95+ 2.22% |
$12.9K - $17.9K
|
4.38K
$903K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
92+ 10.99% |
$12.4K - $17.4K
|
929
$192K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
92New |
$12.4K - $17.4K
|
92
$19K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
88+ 6.26% |
$11.9K - $16.6K
|
1.49K
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
83New |
$11.2K - $15.7K
|
83
$17.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
80+ 0.82% |
$10.8K - $15.1K
|
9.8K
$2.02M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
78New |
$10.6K - $14.7K
|
78
$16.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
75+ 1.2% |
$10.1K - $14.1K
|
6.33K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 150.0% |
$10.1K - $14.1K
|
125
$25.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
74+ 3.5% |
$10K - $14K
|
2.19K
$451K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
74+ 36.63% |
$10K - $14K
|
276
$56.9K
|