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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-298- 18.27% |
$50.3K - $53.3K
|
1.33K
$232K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-310- 2.08% |
$52.4K - $55.4K
|
14.6K
$2.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-406- 4.49% |
$68.6K - $72.6K
|
8.64K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-526- 6.72% |
$88.9K - $94K
|
7.31K
$1.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-613- 2.22% |
$104K - $110K
|
26.9K
$4.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-665- 1.64% |
$112K - $119K
|
39.8K
$6.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-841- 0.86% |
$142K - $150K
|
97.4K
$16.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.56K- 52.66% |
$264K - $279K
|
1.41K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.99K- 17.93% |
$843K - $892K
|
22.9K
$3.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-87.3K- 84.33% |
$14.7M - $15.6M
|
16.2K
$2.82M
|