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 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-65- 2.83% |
$12K - $13.6K
|
2.23K
$460K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-71- 1.86% |
$13.1K - $14.9K
|
3.76K
$774K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-77- 1.87% |
$14.2K - $16.1K
|
4.04K
$832K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-82- 9.86% |
$15.1K - $17.2K
|
750
$155K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-95- 2.02% |
$17.5K - $19.9K
|
4.61K
$950K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 10.93% |
$18.5K - $20.9K
|
815
$168K
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-101- 7.8% |
$18.7K - $21.1K
|
1.19K
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-102- 0.78% |
$18.8K - $21.3K
|
13K
$2.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-105- 0.49% |
$19.4K - $22K
|
21.2K
$4.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-108- 5.5% |
$20K - $22.6K
|
1.86K
$383K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-120- 1.12% |
$22.2K - $25.1K
|
10.6K
$2.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-123- 14.07% |
$22.7K - $25.7K
|
751
$155K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-131- 6.42% |
$24.2K - $27.4K
|
1.91K
$394K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-146- 10.75% |
$27K - $30.6K
|
1.21K
$250K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-149- 6.72% |
$27.5K - $31.2K
|
2.07K
$427K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-158- 0.67% |
$29.2K - $33.1K
|
23.6K
$4.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-167- 5.41% |
$30.8K - $34.9K
|
2.92K
$602K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-209- 1.41% |
$38.6K - $43.7K
|
14.6K
$3.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-300- 3.95% |
$55.4K - $62.8K
|
7.3K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-306- 2.05% |
$56.5K - $64K
|
14.6K
$3.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-326- 11.62% |
$60.2K - $68.2K
|
2.48K
$511K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-329- 2.07% |
$60.8K - $68.8K
|
15.6K
$3.21M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-340- 0.94% |
$62.8K - $71.1K
|
35.9K
$7.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-431- 1.64% |
$79.6K - $90.2K
|
25.9K
$5.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-512- 11.97% |
$94.6K - $107K
|
3.76K
$776K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-640- 39.02% |
$118K - $134K
|
1K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-814- 8.86% |
$150K - $170K
|
8.37K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-851- 11.5% |
$157K - $178K
|
6.55K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-977- 28.97% |
$180K - $204K
|
2.4K
$494K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.2K- 4.78% |
$222K - $251K
|
23.9K
$4.93M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.42K- 37.58% |
$261K - $296K
|
2.35K
$485K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.62K- 25.02% |
$299K - $338K
|
4.84K
$999K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.8K- 24.94% |
$333K - $377K
|
5.42K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.83K- 7.95% |
$338K - $382K
|
21.1K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.27K- 4.2% |
$418K - $474K
|
51.6K
$10.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-2.6K- 3.87% |
$480K - $544K
|
64.5K
$13.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.86K- 35.15% |
$528K - $598K
|
5.28K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.99K- 2.9% |
$552K - $626K
|
100K
$20.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.09K- 16.78% |
$570K - $646K
|
15.3K
$3.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.53K- 14.2% |
$652K - $738K
|
21.3K
$4.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.88K- 30.25% |
$716K - $811K
|
8.94K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-4.37K- 26.19% |
$806K - $913K
|
12.3K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.01K- 17.92% |
$925K - $1.05M
|
22.9K
$4.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.76K- 7.19% |
$1.06M - $1.2M
|
74.3K
$15.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7K- 22.92% |
$1.29M - $1.46M
|
23.5K
$4.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-8.84K- 46.4% |
$1.63M - $1.85M
|
10.2K
$2.11M
|