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 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.23KNew |
$209K - $248K
|
2.23K
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
2.21K+ 5.91% |
$208K - $247K
|
39.7K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.15KNew |
$201K - $239K
|
2.15K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
2K+ 24.39% |
$188K - $223K
|
10.2K
$908K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.93KNew |
$181K - $215K
|
1.93K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.85KNew |
$174K - $206K
|
1.85K
$165K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.82K+ 45.51% |
$171K - $203K
|
5.82K
$518K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.81K+ 180800.0% |
$170K - $202K
|
1.81K
$161K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.8K+ 51.43% |
$169K - $201K
|
5.3K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.73K+ 1154.67% |
$163K - $193K
|
1.88K
$168K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64K+ 5.88% |
$154K - $183K
|
29.5K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.42K+ 45.34% |
$133K - $158K
|
4.54K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.22KNew |
$115K - $136K
|
1.22K
$109K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.18K+ 15.17% |
$111K - $131K
|
8.95K
$797K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1KNew |
$93.9K - $111K
|
1K
$89.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
991+ 47.76% |
$93K - $110K
|
3.07K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
931+ 14.34% |
$87.4K - $104K
|
7.42K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
900New |
$84.5K - $100K
|
900
$80.1K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
877New |
$82.3K - $97.7K
|
877
$78.1K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
829+ 3.26% |
$77.8K - $92.4K
|
26.3K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
825New |
$77.4K - $91.9K
|
825
$73.5K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
765+ 4.98% |
$71.8K - $85.3K
|
16.1K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
672New |
$63.1K - $74.9K
|
672
$59.8K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
610+ 8.02% |
$57.3K - $68K
|
8.22K
$732K
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
529+ 5.07% |
$49.7K - $59K
|
11K
$976K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
456+ 15.58% |
$42.8K - $50.8K
|
3.38K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
445+ 12.2% |
$41.8K - $49.6K
|
4.09K
$364K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
394+ 9.29% |
$37K - $43.9K
|
4.64K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
370+ 8.45% |
$34.7K - $41.2K
|
4.75K
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
310+ 3.19% |
$29.1K - $34.5K
|
10K
$893K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
308New |
$28.9K - $34.3K
|
308
$27.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
272+ 101.49% |
$25.5K - $30.3K
|
540
$48.1K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
264+ 3.39% |
$24.8K - $29.4K
|
8.06K
$718K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
258+ 1.52% |
$24.2K - $28.8K
|
17.2K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
197+ 3.58% |
$18.5K - $22K
|
5.7K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
191+ 20.52% |
$17.9K - $21.3K
|
1.12K
$99.9K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
167+ 6.97% |
$15.7K - $18.6K
|
2.56K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
154+ 94.48% |
$14.5K - $17.2K
|
317
$28.2K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
135+ 1.39% |
$12.7K - $15K
|
9.86K
$878K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
121+ 4.0% |
$11.4K - $13.5K
|
3.14K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
110+ 0.95% |
$10.3K - $12.3K
|
11.6K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
107+ 1.66% |
$10K - $11.9K
|
6.54K
$582K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
105New |
$9.86K - $11.7K
|
105
$9.35K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
101New |
$9.48K - $11.3K
|
101
$8.99K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
84+ 1.64% |
$7.88K - $9.36K
|
5.2K
$463K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
67+ 2.17% |
$6.29K - $7.47K
|
3.16K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
66+ 3.3% |
$6.19K - $7.36K
|
2.07K
$184K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
59+ 0.7% |
$5.54K - $6.58K
|
8.49K
$756K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 105.45% |
$5.44K - $6.46K
|
113
$10.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50New |
$4.69K - $5.57K
|
50
$4.45K
|