Purchases and Sales Made in Q3 2025 in Ishares Tr (IMTB)
This table provides information about the institutional ownership of Ishares Tr (IMTB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62.5KNew |
$2.69M - $2.78M
|
62.5K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
42.7K+ 91.86% |
$1.83M - $1.9M
|
89.1K
$3.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
37.4K+ 6.43% |
$1.61M - $1.66M
|
618K
$27.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.6K+ 10.09% |
$1.23M - $1.27M
|
312K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.2K+ 40.39% |
$697K - $722K
|
56.4K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
14.6K+ 3.19% |
$627K - $649K
|
472K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.2K+ 71.25% |
$611K - $633K
|
34.2K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.7K+ 10.49% |
$587K - $608K
|
144K
$6.35M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.65K+ 65.42% |
$415K - $429K
|
24.4K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
6.96K+ 4.51% |
$299K - $310K
|
161K
$7.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.86K+ 10.3% |
$295K - $306K
|
73.5K
$3.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.8K+ 48.6% |
$292K - $303K
|
20.8K
$917K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.55K+ 6.6% |
$196K - $203K
|
73.5K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.34K+ 14.93% |
$187K - $193K
|
33.4K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.41K+ 0.29% |
$147K - $152K
|
1.17M
$51.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.91K+ 55.02% |
$125K - $129K
|
8.19K
$362K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$21.5K - $22.3K
|
500
$22.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
308+ 3.45% |
$13.2K - $13.7K
|
9.25K
$408K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
293New |
$12.6K - $13K
|
293
$12.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
216+ 2.01% |
$9.28K - $9.62K
|
11K
$485K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
192New |
$8.25K - $8.55K
|
192
$8.48K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45+ 0.37% |
$1.93K - $2K
|
12.2K
$539K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 1.21% |
$387 - $401
|
750
$33.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
3New |
$129 - $134
|
3
$132
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43 - $44.5
|
1
$44.2
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5- 3.07% |
$215 - $223
|
158
$6.98K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 0.27% |
$731 - $757
|
6.31K
$278K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-19- 0.21% |
$817 - $846
|
8.98K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-58- 3.01% |
$2.49K - $2.58K
|
1.87K
$82.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-332- 1.25% |
$14.3K - $14.8K
|
26.2K
$1.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-482- 1.22% |
$20.7K - $21.5K
|
39K
$1.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-551- 7.55% |
$23.7K - $24.5K
|
6.75K
$298K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-3.97K- 1.53% |
$171K - $177K
|
256K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.81K- 4.88% |
$250K - $259K
|
113K
$5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.8K- 50.49% |
$1.02M - $1.06M
|
23.3K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28.5K- 6.25% |
$1.23M - $1.27M
|
428K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.3K- 49.98% |
$1.52M - $1.57M
|
35.3K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60.9K- 53.26% |
$2.62M - $2.71M
|
53.4K
$2.36M
|