Purchases and Sales Made in Q3 2025 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
39.2KNew |
$6.63M - $7.01M
|
39.2K
$6.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
28.9KNew |
$4.88M - $5.16M
|
28.9K
$4.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
25.3KNew |
$4.28M - $4.52M
|
25.3K
$4.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 262.11% |
$2.77M - $2.93M
|
22.7K
$3.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
13.7KNew |
$2.31M - $2.44M
|
13.7K
$2.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.19KNew |
$1.05M - $1.11M
|
6.19K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.31KNew |
$897K - $949K
|
5.31K
$904K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.15K+ 18.63% |
$870K - $920K
|
32.8K
$5.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
4.88K+ 13.1% |
$824K - $871K
|
42.1K
$7.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37K+ 232.85% |
$570K - $603K
|
4.82K
$821K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.2K+ 25.69% |
$372K - $393K
|
10.8K
$1.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.75KNew |
$296K - $313K
|
1.75K
$298K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.22KNew |
$207K - $219K
|
1.22K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.17KNew |
$197K - $208K
|
1.17K
$198K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.05KNew |
$178K - $188K
|
1.05K
$179K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
953+ 1.48% |
$161K - $170K
|
65.1K
$11.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
903+ 20.31% |
$153K - $161K
|
5.35K
$911K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
832+ 70.03% |
$141K - $149K
|
2.02K
$344K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
324+ 6.85% |
$54.7K - $57.9K
|
5.05K
$860K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
242+ 4.09% |
$40.9K - $43.2K
|
6.16K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$33.8K - $35.7K
|
200
$34K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
171+ 16.46% |
$28.9K - $30.6K
|
1.21K
$206K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
144+ 10.21% |
$24.3K - $25.7K
|
1.55K
$265K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
140+ 2.75% |
$23.7K - $25K
|
5.23K
$890K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
127+ 2.74% |
$21.5K - $22.7K
|
4.76K
$810K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
62+ 0.59% |
$10.5K - $11.1K
|
10.5K
$1.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
60+ 1.08% |
$10.1K - $10.7K
|
5.64K
$960K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
50+ 1.7% |
$8.45K - $8.94K
|
3K
$510K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
45New |
$7.6K - $8.04K
|
45
$7.66K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37+ 0.25% |
$6.25K - $6.61K
|
15.1K
$2.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28New |
$4.73K - $5K
|
28
$4.77K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
14New |
$2.37K - $2.5K
|
14
$2.38K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4+ 0.28% |
$676 - $715
|
1.44K
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1- 1.11% |
$169 - $179
|
89
$15.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 0.77% |
$1.18K - $1.25K
|
902
$154K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-22- 4.17% |
$3.72K - $3.93K
|
505
$86K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-33- 1.98% |
$5.57K - $5.9K
|
1.63K
$277K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-36- 18.85% |
$6.08K - $6.43K
|
155
$26.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-38- 1.04% |
$6.42K - $6.79K
|
3.61K
$614K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-56- 0.37% |
$9.46K - $10K
|
15.1K
$2.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-59- 1.84% |
$9.97K - $10.5K
|
3.15K
$536K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-93- 0.58% |
$15.7K - $16.6K
|
15.8K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-115- 0.59% |
$19.4K - $20.6K
|
19.4K
$3.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-138- 27.22% |
$23.3K - $24.7K
|
369
$62.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-155- 0.49% |
$26.2K - $27.7K
|
31.4K
$5.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-158- 1.68% |
$26.7K - $28.2K
|
9.23K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-208- 1.73% |
$35.1K - $37.2K
|
11.8K
$2.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-298- 18.27% |
$50.3K - $53.3K
|
1.33K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-310- 2.08% |
$52.4K - $55.4K
|
14.6K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-406- 4.49% |
$68.6K - $72.6K
|
8.64K
$1.47M
|