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
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.41K+ 37.09% |
$260K - $294K
|
5.2K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.4KNew |
$259K - $293K
|
1.4K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.34KNew |
$247K - $280K
|
1.34K
$276K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.3K+ 25.18% |
$240K - $272K
|
6.46K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.28KNew |
$236K - $267K
|
1.28K
$263K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.25KNew |
$231K - $262K
|
1.25K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.21KNew |
$224K - $253K
|
1.21K
$250K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.19K+ 4.47% |
$221K - $250K
|
27.9K
$5.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.19K+ 17.4% |
$219K - $248K
|
8.01K
$1.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.11KNew |
$205K - $232K
|
1.11K
$229K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.1KNew |
$203K - $230K
|
1.1K
$227K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.1KNew |
$202K - $229K
|
1.1K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.05KNew |
$194K - $219K
|
1.05K
$216K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.04KNew |
$193K - $218K
|
1.04K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$191K - $216K
|
1.03K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.03KNew |
$190K - $215K
|
1.03K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.01KNew |
$187K - $212K
|
1.01K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
983New |
$182K - $206K
|
983
$203K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
976+ 5.28% |
$180K - $204K
|
19.5K
$4.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
964New |
$178K - $202K
|
964
$199K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
962New |
$178K - $201K
|
962
$198K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
916+ 29.78% |
$169K - $192K
|
3.99K
$823K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
892+ 9.56% |
$165K - $187K
|
10.2K
$2.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
878New |
$162K - $184K
|
878
$181K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
865+ 10.06% |
$160K - $181K
|
9.46K
$1.95M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
840+ 34.7% |
$155K - $176K
|
3.26K
$673K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
712+ 66.48% |
$132K - $149K
|
1.78K
$368K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
698+ 11.94% |
$129K - $146K
|
6.55K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
542+ 6.07% |
$100K - $113K
|
9.47K
$1.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 33.33% |
$92.4K - $105K
|
2K
$413K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
425+ 5.46% |
$78.5K - $88.9K
|
8.21K
$1.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
377+ 19.37% |
$69.6K - $78.9K
|
2.32K
$479K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
339+ 2.37% |
$62.6K - $70.9K
|
14.6K
$3.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
324+ 15.74% |
$59.9K - $67.8K
|
2.38K
$491K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
300New |
$55.4K - $62.8K
|
300
$61.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
283+ 1.24% |
$52.3K - $59.2K
|
23.1K
$4.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
276+ 11.56% |
$51K - $57.8K
|
2.66K
$549K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
275+ 91.67% |
$50.8K - $57.5K
|
575
$119K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
264+ 2.73% |
$48.8K - $55.2K
|
9.94K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
255New |
$47.1K - $53.4K
|
255
$52.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
245+ 4.98% |
$45.3K - $51.3K
|
5.16K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
228+ 9.03% |
$42.1K - $47.7K
|
2.75K
$568K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
192+ 3.58% |
$35.5K - $40.2K
|
5.55K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
167+ 13.07% |
$30.8K - $34.9K
|
1.45K
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 34.6% |
$28.6K - $32.4K
|
603
$124K
|