Purchases and Sales Made in Q1 2025 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.1K- 19.49% |
$49.3K - $58.9K
|
4.54K
$234K
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 1.72% |
$54.1K - $64.6K
|
68.9K
$3.56M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.53K- 12.37% |
$68.4K - $81.7K
|
10.8K
$558K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 5.27% |
$73K - $87.1K
|
29.2K
$1.51M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.76K- 8.79% |
$78.9K - $94.2K
|
18.3K
$943K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2K- 82.3% |
$89.7K - $107K
|
430
$22.2K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.12K- 5.05% |
$94.8K - $113K
|
39.8K
$2.05M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.15K- 1.83% |
$96.6K - $115K
|
116K
$5.97M
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.86K- 5.97% |
$128K - $153K
|
45K
$2.32M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.17K- 12.95% |
$142K - $170K
|
21.3K
$1.1M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.26K- 27.75% |
$146K - $174K
|
8.48K
$437K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.5K- 1.91% |
$202K - $241K
|
231K
$11.9M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.12K- 62.93% |
$230K - $274K
|
3.02K
$156K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.2K- 10.55% |
$278K - $332K
|
52.6K
$2.71M
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-8.84K- 55.89% |
$396K - $474K
|
6.98K
$360K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.6K- 28.01% |
$518K - $619K
|
29.7K
$1.53M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.8K- 16.21% |
$665K - $795K
|
76.7K
$3.96M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15K- 7.03% |
$673K - $804K
|
199K
$10.2M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16K- 87.98% |
$716K - $855K
|
2.18K
$113K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-17.4K- 32.2% |
$778K - $929K
|
36.5K
$1.89M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.7K- 75.48% |
$1.15M - $1.37M
|
8.34K
$430K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-28.6K- 25.16% |
$1.28M - $1.53M
|
85.2K
$4.4M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-35.1K- 81.56% |
$1.57M - $1.88M
|
7.93K
$409K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.2K- 12.8% |
$1.89M - $2.26M
|
288K
$14.8M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-54.5K- 82.2% |
$2.45M - $2.92M
|
11.8K
$609K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-85.1K- 55.08% |
$3.82M - $4.56M
|
69.4K
$3.58M
|