Purchases and Sales Made in Q2 2025 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
181KNew |
$24.5M - $34.1M
|
181K
$33.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
19KNew |
$2.58M - $3.59M
|
19K
$3.52M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
8.29K+ 68.62% |
$1.12M - $1.56M
|
20.4K
$3.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.79K+ 5.08% |
$919K - $1.28M
|
140K
$26M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.06KNew |
$279K - $388K
|
2.06K
$381K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.94K+ 4.19% |
$263K - $366K
|
48.2K
$8.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.75KNew |
$237K - $330K
|
1.75K
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.36KNew |
$184K - $256K
|
1.36K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.11KNew |
$150K - $210K
|
1.11K
$206K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.06K+ 60.47% |
$143K - $199K
|
2.81K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
832New |
$113K - $157K
|
832
$154K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
615+ 7.7% |
$83.2K - $116K
|
8.6K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
606+ 45.22% |
$82K - $114K
|
1.95K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
528+ 33.93% |
$71.4K - $99.6K
|
2.08K
$386K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
300+ 21.96% |
$40.6K - $56.6K
|
1.67K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
240+ 4.88% |
$32.5K - $45.3K
|
5.16K
$955K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
209New |
$28.3K - $39.4K
|
209
$38.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
96+ 5.56% |
$13K - $18.1K
|
1.82K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 1.34% |
$8.12K - $11.3K
|
4.53K
$837K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 0.55% |
$6.9K - $9.62K
|
9.33K
$1.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 27.93% |
$6.77K - $9.43K
|
229
$42.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 3.0% |
$3.52K - $4.9K
|
893
$165K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.89% |
$677 - $943
|
567
$105K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9- 0.03% |
$1.22K - $1.7K
|
34.3K
$6.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-37- 0.89% |
$5.01K - $6.98K
|
4.13K
$763K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 4.91% |
$10.8K - $15.1K
|
1.55K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-137- 0.38% |
$18.5K - $25.8K
|
36.3K
$6.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-215- 2.32% |
$29.1K - $40.6K
|
9.04K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-233- 3.38% |
$31.5K - $44K
|
6.67K
$1.23M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-239- 14.06% |
$32.3K - $45.1K
|
1.46K
$270K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-415- 5.18% |
$56.2K - $78.3K
|
7.6K
$1.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-488- 12.52% |
$66K - $92.1K
|
3.41K
$631K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.99K- 63.22% |
$270K - $376K
|
1.16K
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.69K- 3.25% |
$364K - $507K
|
80K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.78K- 96.72% |
$376K - $524K
|
94
$17.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.34K- 56.48% |
$722K - $1.01M
|
4.11K
$761K
|