Purchases and Sales Made in Q2 2025 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) 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 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
260KNew |
$11M - $11.3M
|
260K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
96.4K+ 19.88% |
$4.1M - $4.2M
|
581K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.7K+ 261.82% |
$3.52M - $3.61M
|
114K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.5K+ 40.84% |
$871K - $894K
|
70.6K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.9K+ 80.14% |
$760K - $779K
|
40.2K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.7K+ 3.93% |
$455K - $467K
|
283K
$12.3M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
7.6K+ 106.46% |
$323K - $332K
|
14.7K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.59KNew |
$323K - $331K
|
7.59K
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.28KNew |
$225K - $230K
|
5.28K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
4.93K+ 1.09% |
$210K - $215K
|
457K
$19.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.8K+ 31.67% |
$204K - $209K
|
19.9K
$867K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.98K+ 32.39% |
$127K - $130K
|
12.2K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
416+ 4.02% |
$17.7K - $18.2K
|
10.8K
$468K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
324+ 3.76% |
$13.8K - $14.1K
|
8.94K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
99+ 0.71% |
$4.21K - $4.32K
|
14K
$608K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
45+ 15.0% |
$1.91K - $1.96K
|
345
$15K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43+ 6.16% |
$1.83K - $1.88K
|
741
$32.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 1.24% |
$85.1 - $87.3
|
163
$7.09K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 2.13% |
$42.5 - $43.6
|
48
$2.09K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$42.5 - $43.6
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-46- 2.33% |
$1.96K - $2.01K
|
1.93K
$83.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-235- 0.15% |
$9.99K - $10.3K
|
154K
$6.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-555- 50.0% |
$23.6K - $24.2K
|
555
$24.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-590- 8.53% |
$25.1K - $25.7K
|
6.32K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.2K- 1.71% |
$51K - $52.3K
|
68.9K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.62K- 3.93% |
$68.7K - $70.5K
|
39.5K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.98K- 6.93% |
$84.1K - $86.3K
|
26.6K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.76K- 5.6% |
$117K - $120K
|
46.5K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.99K- 29.59% |
$297K - $305K
|
16.6K
$723K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.9K- 51.98% |
$336K - $345K
|
7.3K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.21K- 0.7% |
$349K - $358K
|
1.17M
$50.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.8K- 20.07% |
$503K - $516K
|
47.1K
$2.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.1K- 3.4% |
$683K - $701K
|
457K
$19.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32.4K- 19.95% |
$1.38M - $1.42M
|
130K
$5.66M
|