Purchases and Sales Made in Q2 2025 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
135KNew |
$11.5M - $13M
|
135K
$14M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
67.4KNew |
$5.77M - $6.52M
|
67.4K
$7M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
52.2K+ 200.43% |
$4.46M - $5.04M
|
78.2K
$8.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
43.6K+ 11.54% |
$3.72M - $4.21M
|
421K
$43.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.8K+ 11.44% |
$3.58M - $4.04M
|
407K
$42.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
35KNew |
$2.99M - $3.38M
|
35K
$3.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
34.9K+ 36750.53% |
$2.99M - $3.37M
|
35K
$3.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
19.3KNew |
$1.65M - $1.87M
|
19.3K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
16.9KNew |
$1.44M - $1.63M
|
16.9K
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.9KNew |
$932K - $1.05M
|
10.9K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
5.67KNew |
$485K - $548K
|
5.67K
$589K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 8.02% |
$344K - $389K
|
54.2K
$5.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.02K+ 7.11% |
$344K - $388K
|
60.6K
$6.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
3.74K+ 557.14% |
$320K - $362K
|
4.42K
$459K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 9.9% |
$308K - $348K
|
40K
$4.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.33KNew |
$200K - $225K
|
2.33K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.23K+ 47.01% |
$191K - $216K
|
6.98K
$725K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.2KNew |
$188K - $213K
|
2.2K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.09K+ 214.73% |
$178K - $201K
|
3.06K
$317K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.6K+ 74.46% |
$137K - $154K
|
3.74K
$389K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.32K+ 13.4% |
$113K - $128K
|
11.2K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.22K+ 13.59% |
$104K - $117K
|
10.2K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.17K+ 26.52% |
$100K - $113K
|
5.59K
$581K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.15K+ 18.51% |
$98.4K - $111K
|
7.37K
$765K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
989+ 1.99% |
$84.6K - $95.5K
|
50.6K
$5.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
767+ 4.57% |
$65.6K - $74.1K
|
17.6K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
710New |
$60.7K - $68.6K
|
710
$73.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
680+ 9.4% |
$58.2K - $65.7K
|
7.91K
$822K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
536+ 4.32% |
$45.8K - $51.8K
|
12.9K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
499+ 0.93% |
$42.7K - $48.2K
|
54.4K
$5.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
415+ 30.92% |
$35.5K - $40.1K
|
1.76K
$182K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
389+ 3.06% |
$33.3K - $37.6K
|
13.1K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
385New |
$32.9K - $37.2K
|
385
$40K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
330+ 17.08% |
$28.2K - $31.9K
|
2.26K
$235K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 64.67% |
$17.5K - $19.8K
|
522
$54.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
205+ 4.39% |
$17.5K - $19.8K
|
4.88K
$507K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
183+ 4.57% |
$15.7K - $17.7K
|
4.19K
$435K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
175+ 2.68% |
$15K - $16.9K
|
6.71K
$697K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
153+ 1.69% |
$13.1K - $14.8K
|
9.22K
$958K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
147New |
$12.6K - $14.2K
|
147
$15.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
126+ 11.23% |
$10.8K - $12.2K
|
1.25K
$130K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
123+ 2.71% |
$10.5K - $11.9K
|
4.67K
$485K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
119New |
$10.2K - $11.5K
|
119
$12.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
118+ 3.73% |
$10.1K - $11.4K
|
3.28K
$341K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 0.62% |
$8.55K - $9.66K
|
16.2K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$8.55K - $9.66K
|
100
$10.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
64New |
$5.47K - $6.18K
|
64
$6.65K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
63+ 0.74% |
$5.39K - $6.09K
|
8.55K
$888K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
61+ 1.17% |
$5.22K - $5.89K
|
5.26K
$546K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
47New |
$4.02K - $4.54K
|
47
$4.88K
|