Purchases and Sales Made in Q3 2025 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
462K+ 2172.22% |
$85.4M - $96.7M
|
483K
$99.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
410K+ 1470.8% |
$75.7M - $85.7M
|
437K
$90.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
158KNew |
$29.2M - $33.1M
|
158K
$32.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
109KNew |
$20.1M - $22.8M
|
109K
$22.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.9K+ 28.26% |
$15.9M - $18M
|
390K
$80.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
40.7K+ 81.05% |
$7.51M - $8.51M
|
90.8K
$18.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.5KNew |
$6.19M - $7.02M
|
33.5K
$6.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
24.7KNew |
$4.56M - $5.16M
|
24.7K
$5.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
23.9KNew |
$4.41M - $4.99M
|
23.9K
$4.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.1K+ 1838.32% |
$3.15M - $3.57M
|
18K
$3.71M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.4KNew |
$3.03M - $3.43M
|
16.4K
$3.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.7K+ 49.52% |
$2.72M - $3.08M
|
44.4K
$9.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 685.51% |
$2.64M - $2.99M
|
16.4K
$3.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.2K+ 412.63% |
$2.63M - $2.98M
|
17.7K
$3.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
13.2KNew |
$2.44M - $2.76M
|
13.2K
$2.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$2.17M - $2.46M
|
11.7K
$2.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
9.76KNew |
$1.8M - $2.04M
|
9.76K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.31KNew |
$1.72M - $1.95M
|
9.31K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.6KNew |
$1.4M - $1.59M
|
7.6K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.6K+ 378.34% |
$1.4M - $1.59M
|
9.61K
$1.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
7.43KNew |
$1.37M - $1.56M
|
7.43K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.33K+ 44.43% |
$1.35M - $1.53M
|
23.8K
$4.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
7.33KNew |
$1.35M - $1.53M
|
7.33K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
7.13K+ 197.78% |
$1.32M - $1.49M
|
10.7K
$2.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.31KNew |
$1.17M - $1.32M
|
6.31K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.13K+ 57.15% |
$1.13M - $1.28M
|
16.9K
$3.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5.5KNew |
$1.02M - $1.15M
|
5.5K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.97K+ 30.08% |
$918K - $1.04M
|
21.5K
$4.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.91KNew |
$908K - $1.03M
|
4.91K
$1.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
4.74K+ 25.29% |
$876K - $992K
|
23.5K
$4.85M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.25KNew |
$785K - $889K
|
4.25K
$877K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.4KNew |
$628K - $711K
|
3.4K
$701K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.4KNew |
$628K - $711K
|
3.4K
$701K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.3K+ 187.51% |
$610K - $691K
|
5.07K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.25K+ 41.17% |
$601K - $681K
|
11.2K
$2.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.07K+ 40.2% |
$567K - $642K
|
10.7K
$2.21M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.84K+ 49.77% |
$525K - $594K
|
8.55K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.81KNew |
$520K - $589K
|
2.81K
$580K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.44KNew |
$451K - $511K
|
2.44K
$503K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.3K+ 22.59% |
$425K - $482K
|
12.5K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.06K+ 274.0% |
$380K - $430K
|
2.81K
$579K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2KNew |
$370K - $419K
|
2K
$413K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$361K - $409K
|
1.95K
$403K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 94.62% |
$348K - $394K
|
3.87K
$798K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.69KNew |
$313K - $354K
|
1.69K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.57K+ 1670.21% |
$290K - $329K
|
1.66K
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.56KNew |
$288K - $326K
|
1.56K
$321K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.51KNew |
$279K - $317K
|
1.51K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.49KNew |
$275K - $312K
|
1.49K
$307K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 76.1% |
$272K - $308K
|
3.41K
$704K
|