Purchases and Sales Made in Q1 2025 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) 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 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
62.2KNew |
$5.84M - $6.93M
|
62.2K
$5.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.1K+ 2.76% |
$952K - $1.13M
|
378K
$35.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.32K+ 54.01% |
$218K - $259K
|
6.62K
$625K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.82K+ 45.51% |
$171K - $203K
|
5.82K
$549K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.81K+ 180800.0% |
$170K - $202K
|
1.81K
$171K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.95% |
$93.9 - $111
|
106
$10K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-135- 4.18% |
$12.7K - $15K
|
3.09K
$292K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-191- 37.02% |
$17.9K - $21.3K
|
325
$30.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-333- 4.41% |
$31.3K - $37.1K
|
7.22K
$681K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-835- 17.47% |
$78.4K - $93.1K
|
3.95K
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.09K- 28.26% |
$102K - $121K
|
2.75K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.1K- 24.18% |
$103K - $122K
|
3.43K
$324K
|