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 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-60- 0.59% |
$8.12K - $11.3K
|
10.2K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-62- 1.28% |
$8.39K - $11.7K
|
4.79K
$989K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-64- 0.8% |
$8.66K - $12.1K
|
7.94K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-67- 3.63% |
$9.07K - $12.6K
|
1.78K
$367K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-70- 3.26% |
$9.47K - $13.2K
|
2.08K
$428K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-70- 10.48% |
$9.47K - $13.2K
|
598
$123K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-73- 86.9% |
$9.88K - $13.8K
|
11
$2.27K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 4.91% |
$10.8K - $15.1K
|
1.55K
$320K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-83- 0.55% |
$11.2K - $15.7K
|
15.1K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-83- 0.81% |
$11.2K - $15.7K
|
10.1K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-86- 1.53% |
$11.6K - $16.2K
|
5.55K
$1.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-87- 2.3% |
$11.8K - $16.4K
|
3.69K
$761K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-89- 0.82% |
$12K - $16.8K
|
10.8K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-91- 4.34% |
$12.3K - $17.2K
|
2.01K
$414K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-94- 4.51% |
$12.7K - $17.7K
|
1.99K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 2.64% |
$13.3K - $18.5K
|
3.61K
$745K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-100- 4.67% |
$13.5K - $18.9K
|
2.04K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-100- 18.83% |
$13.5K - $18.9K
|
431
$88.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-100- 20.0% |
$13.5K - $18.9K
|
400
$82.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 2.68% |
$13.5K - $18.9K
|
3.63K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-100- 3.9% |
$13.5K - $18.9K
|
2.46K
$508K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-100- 40.0% |
$13.5K - $18.9K
|
150
$30.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-101- 0.7% |
$13.7K - $19.1K
|
14.3K
$2.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-102- 2.09% |
$13.8K - $19.2K
|
4.79K
$987K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-105- 2.31% |
$14.2K - $19.8K
|
4.44K
$916K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-115- 7.26% |
$15.6K - $21.7K
|
1.47K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-121- 1.75% |
$16.4K - $22.8K
|
6.8K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-122- 7.96% |
$16.5K - $23K
|
1.41K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-123- 3.01% |
$16.6K - $23.2K
|
3.97K
$818K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-137- 0.38% |
$18.5K - $25.8K
|
36.3K
$7.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-140- 2.44% |
$18.9K - $26.4K
|
5.61K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-158- 3.42% |
$21.4K - $29.8K
|
4.47K
$921K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-158Closed |
$21.4K - $29.8K
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-169- 0.82% |
$22.9K - $31.9K
|
20.3K
$4.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-169- 2.56% |
$22.9K - $31.9K
|
6.43K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-180- 9.89% |
$24.4K - $34K
|
1.64K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-182- 10.95% |
$24.6K - $34.3K
|
1.48K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-188- 1.37% |
$25.4K - $35.5K
|
13.5K
$2.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-198- 3.57% |
$26.8K - $37.4K
|
5.35K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-201- 5.37% |
$27.2K - $37.9K
|
3.54K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-214- 98.17% |
$29K - $40.4K
|
4
$825
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-215- 2.32% |
$29.1K - $40.6K
|
9.04K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-218- 1.11% |
$29.5K - $41.1K
|
19.5K
$4.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-220- 3.96% |
$29.8K - $41.5K
|
5.34K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-233- 3.38% |
$31.5K - $44K
|
6.67K
$1.38M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-239- 14.06% |
$32.3K - $45.1K
|
1.46K
$301K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-241- 7.72% |
$32.6K - $45.5K
|
2.88K
$594K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-244- 6.73% |
$33K - $46K
|
3.38K
$698K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-245- 74.47% |
$33.2K - $46.2K
|
84
$17.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-245- 3.48% |
$33.2K - $46.2K
|
6.8K
$1.4M
|