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 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
151+ 3.84% |
$27.9K - $31.6K
|
4.08K
$842K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
146+ 9.99% |
$27K - $30.6K
|
1.61K
$331K
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
142New |
$26.2K - $29.7K
|
142
$29.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
140+ 233.33% |
$25.9K - $29.3K
|
200
$41.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
139+ 4.08% |
$25.7K - $29.1K
|
3.55K
$732K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
132New |
$24.4K - $27.6K
|
132
$27.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
104+ 1.26% |
$19.2K - $21.8K
|
8.33K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
75+ 3.96% |
$13.9K - $15.7K
|
1.97K
$406K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
72+ 6.61% |
$13.3K - $15.1K
|
1.16K
$240K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
71+ 3.29% |
$13.1K - $14.9K
|
2.23K
$459K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69+ 6.21% |
$12.7K - $14.4K
|
1.18K
$244K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
52+ 0.58% |
$9.61K - $10.9K
|
9.07K
$1.87M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
45+ 14.06% |
$8.31K - $9.42K
|
365
$75.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
38+ 5.54% |
$7.02K - $7.95K
|
724
$149K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
35New |
$6.47K - $7.32K
|
35
$7.22K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
29+ 1.63% |
$5.36K - $6.07K
|
1.81K
$373K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
28+ 2.71% |
$5.17K - $5.86K
|
1.06K
$219K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 6.64% |
$5.17K - $5.86K
|
450
$92.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19+ 1.04% |
$3.51K - $3.98K
|
1.84K
$380K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11+ 0.36% |
$2.03K - $2.3K
|
3.05K
$629K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11+ 0.37% |
$2.03K - $2.3K
|
2.99K
$616K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 4.43% |
$1.66K - $1.88K
|
212
$43.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7+ 15.22% |
$1.29K - $1.46K
|
53
$10.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.31% |
$1.11K - $1.26K
|
1.96K
$405K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.29% |
$739 - $837
|
1.39K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.06% |
$554 - $628
|
5.39K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.46% |
$554 - $628
|
658
$136K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3+ 0.22% |
$554 - $628
|
1.34K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.13% |
$369 - $419
|
1.5K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.09% |
$369 - $419
|
2.27K
$468K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$185 - $209
|
3.63K
$749K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 1.2% |
$185 - $209
|
84
$17.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1New |
$185 - $209
|
1
$206
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$185 - $209
|
10.4K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.05% |
$185 - $209
|
1.98K
$409K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.15% |
$185 - $209
|
662
$137K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1- 0.08% |
$185 - $209
|
1.19K
$244K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$185 - $209
|
4.96K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1- 0.09% |
$185 - $209
|
1.14K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-3- 0.08% |
$554 - $628
|
3.61K
$745K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8- 0.29% |
$1.48K - $1.67K
|
2.77K
$571K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-10- 0.91% |
$1.85K - $2.09K
|
1.09K
$224K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-14- 0.34% |
$2.59K - $2.93K
|
4.11K
$848K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-14- 0.66% |
$2.59K - $2.93K
|
2.11K
$434K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-15- 0.5% |
$2.77K - $3.14K
|
2.99K
$618K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-32- 0.4% |
$5.91K - $6.7K
|
7.93K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-32- 1.22% |
$5.91K - $6.7K
|
2.58K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-46- 14.33% |
$8.5K - $9.63K
|
275
$56.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-50- 2.17% |
$9.24K - $10.5K
|
2.26K
$465K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.41% |
$9.24K - $10.5K
|
2.03K
$418K
|