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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.06% |
$271 - $377
|
3.62K
$746K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2+ 0.07% |
$271 - $377
|
2.92K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$271 - $377
|
2.36K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.11% |
$135 - $189
|
894
$184K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.07% |
$135 - $189
|
1.49K
$308K
|
|
|
Aug 19, 2025
Q2 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1+ 2.56% |
$135 - $189
|
40
$8.25K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.04% |
$135 - $189
|
2.65K
$546K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$135 - $189
|
5.32K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
1New |
$135 - $189
|
1
$206
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.08% |
$135 - $189
|
1.29K
$266K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$135 - $189
|
1.95K
$402K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.04% |
$135 - $189
|
2.27K
$468K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$135 - $189
|
8.2K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.11% |
$135 - $189
|
874
$180K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-1- 0.06% |
$135 - $189
|
1.6K
$330K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2- 0.23% |
$271 - $377
|
855
$176K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 2.17% |
$406 - $566
|
135
$27.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-5- 5.62% |
$677 - $943
|
84
$17.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-5- 0.21% |
$677 - $943
|
2.42K
$499K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-6- 2.26% |
$812 - $1.13K
|
260
$53.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-6- 0.23% |
$812 - $1.13K
|
2.62K
$540K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.18% |
$947 - $1.32K
|
3.86K
$796K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-7- 0.52% |
$947 - $1.32K
|
1.34K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8- 0.21% |
$1.08K - $1.51K
|
3.82K
$787K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-9- 0.21% |
$1.22K - $1.7K
|
4.34K
$896K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9- 0.03% |
$1.22K - $1.7K
|
34.3K
$7.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 7.09% |
$1.35K - $1.89K
|
131
$27K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-12- 0.67% |
$1.62K - $2.26K
|
1.78K
$368K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-14- 0.11% |
$1.89K - $2.64K
|
12.8K
$2.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-14- 0.11% |
$1.89K - $2.64K
|
13.2K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-15- 0.7% |
$2.03K - $2.83K
|
2.12K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-24- 0.77% |
$3.25K - $4.53K
|
3.08K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-25- 25.0% |
$3.38K - $4.72K
|
75
$15.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-26- 1.29% |
$3.52K - $4.9K
|
1.99K
$410K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-37- 0.89% |
$5.01K - $6.98K
|
4.13K
$851K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 6.81% |
$5.41K - $7.55K
|
547
$113K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.61% |
$5.95K - $8.3K
|
2.69K
$555K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-45- 1.66% |
$6.09K - $8.49K
|
2.66K
$548K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-49- 2.9% |
$6.63K - $9.24K
|
1.64K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-50- 0.99% |
$6.77K - $9.43K
|
5.01K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 0.59% |
$6.77K - $9.43K
|
8.4K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52- 2.36% |
$7.04K - $9.81K
|
2.16K
$445K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-53- 0.66% |
$7.17K - $10K
|
7.94K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-55- 3.66% |
$7.44K - $10.4K
|
1.45K
$298K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-55- 0.77% |
$7.44K - $10.4K
|
7.06K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-57- 2.4% |
$7.71K - $10.8K
|
2.32K
$478K
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-58- 0.31% |
$7.85K - $10.9K
|
18.4K
$3.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-60- 24.39% |
$8.12K - $11.3K
|
186
$38.4K
|