Purchases and Sales Made in Q2 2025 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
14.4K+ 26.2% |
$1.76M - $1.99M
|
69.1K
$9.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.78KNew |
$1.2M - $1.35M
|
9.78K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 60.07% |
$1.01M - $1.15M
|
22K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.67KNew |
$940K - $1.06M
|
7.67K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
4.26K+ 11.3% |
$522K - $590K
|
42K
$5.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 88.71% |
$517K - $584K
|
8.98K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.93KNew |
$237K - $268K
|
1.93K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.19KNew |
$145K - $164K
|
1.19K
$155K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
379New |
$46.4K - $52.5K
|
379
$49.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
256+ 0.98% |
$31.3K - $35.4K
|
26.4K
$3.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
253+ 84.33% |
$31K - $35K
|
553
$72.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
241+ 0.63% |
$29.5K - $33.4K
|
38.6K
$5.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63+ 73.26% |
$7.71K - $8.72K
|
149
$19.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50+ 48.08% |
$6.12K - $6.92K
|
154
$20.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20New |
$2.45K - $2.77K
|
20
$2.62K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 4.18% |
$4.29K - $4.85K
|
802
$105K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-40- 1.91% |
$4.9K - $5.54K
|
2.06K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-402- 18.58% |
$49.2K - $55.7K
|
1.76K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-683- 7.16% |
$83.6K - $94.6K
|
8.86K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-745- 1.44% |
$91.2K - $103K
|
50.9K
$6.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.06K- 36.44% |
$130K - $147K
|
1.85K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-10.4K- 40.56% |
$1.28M - $1.44M
|
15.3K
$2M
|