Purchases and Sales Made in Q2 2025 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
13.1K+ 25.6% |
$1.6M - $2.21M
|
64.2K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 80.21% |
$1.5M - $2.08M
|
27.6K
$4.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$1.28M - $1.77M
|
10.5K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.93KNew |
$846K - $1.17M
|
6.93K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4.68KNew |
$571K - $791K
|
4.68K
$790K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63KNew |
$199K - $276K
|
1.63K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.46KNew |
$179K - $248K
|
1.46K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.45KNew |
$177K - $245K
|
1.45K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.3KNew |
$159K - $220K
|
1.3K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 1700.0% |
$137K - $190K
|
1.19K
$201K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.1K+ 30.39% |
$134K - $186K
|
4.73K
$799K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
304+ 8.86% |
$37.1K - $51.4K
|
3.74K
$631K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200+ 20000.0% |
$24.4K - $33.8K
|
201
$34K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
141New |
$17.2K - $23.8K
|
141
$23.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
64+ 0.43% |
$7.81K - $10.8K
|
14.9K
$2.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44New |
$5.37K - $7.44K
|
44
$7.43K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1- 0.03% |
$122 - $169
|
3.21K
$542K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-97- 5.57% |
$11.8K - $16.4K
|
1.65K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-127- 3.37% |
$15.5K - $21.5K
|
3.64K
$616K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-132- 5.03% |
$16.1K - $22.3K
|
2.49K
$421K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-327- 9.92% |
$39.9K - $55.3K
|
2.97K
$501K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-344- 24.87% |
$42K - $58.2K
|
1.04K
$176K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-360- 0.96% |
$43.9K - $60.9K
|
37.2K
$6.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-699- 10.57% |
$85.3K - $118K
|
5.92K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.7K- 40.14% |
$2.28M - $3.16M
|
27.8K
$4.7M
|