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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
46+ 0.45% |
$4.32K - $5.13K
|
10.2K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
44+ 1.61% |
$4.13K - $4.9K
|
2.78K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
41+ 2.25% |
$3.85K - $4.57K
|
1.86K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$939 - $1.11K
|
10
$891
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10+ 0.37% |
$939 - $1.11K
|
2.69K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 11.49% |
$939 - $1.11K
|
97
$8.64K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.65% |
$751 - $892
|
1.24K
$111K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
5New |
$469 - $557
|
5
$445
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 0.59% |
$282 - $334
|
513
$45.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.1% |
$282 - $334
|
3.01K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.65% |
$282 - $334
|
466
$41.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.12% |
$282 - $334
|
2.49K
$222K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.95% |
$93.9 - $111
|
106
$9.44K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 1.54% |
$93.9 - $111
|
66
$5.88K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.27% |
$93.9 - $111
|
377
$33.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 1.96% |
$93.9 - $111
|
50
$4.45K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-9- 0.17% |
$845 - $1K
|
5.42K
$483K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12- 0.42% |
$1.13K - $1.34K
|
2.82K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-15- 75.0% |
$1.41K - $1.67K
|
5
$445
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-20- 0.19% |
$1.88K - $2.23K
|
10.4K
$930K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-21- 0.2% |
$1.97K - $2.34K
|
10.2K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-34- 1.36% |
$3.19K - $3.79K
|
2.47K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-48- 25.4% |
$4.51K - $5.35K
|
141
$12.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-50- 3.59% |
$4.69K - $5.57K
|
1.34K
$120K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-61- 7.49% |
$5.73K - $6.8K
|
753
$67.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.79% |
$6.38K - $7.58K
|
8.55K
$762K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-80- 74.07% |
$7.51K - $8.92K
|
28
$2.49K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 0.8% |
$9.39K - $11.1K
|
12.4K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-106- 2.66% |
$9.95K - $11.8K
|
3.88K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-107- 1.53% |
$10K - $11.9K
|
6.9K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-111- 1.13% |
$10.4K - $12.4K
|
9.7K
$864K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-114- 1.84% |
$10.7K - $12.7K
|
6.09K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-119- 3.78% |
$11.2K - $13.3K
|
3.03K
$269K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-130- 2.07% |
$12.2K - $14.5K
|
6.15K
$547K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-135- 4.18% |
$12.7K - $15K
|
3.09K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-136- 5.85% |
$12.8K - $15.2K
|
2.19K
$195K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-136- 3.72% |
$12.8K - $15.2K
|
3.52K
$313K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-138- 3.12% |
$13K - $15.4K
|
4.28K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-141- 0.6% |
$13.2K - $15.7K
|
23.5K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-150- 3.41% |
$14.1K - $16.7K
|
4.25K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-160- 4.15% |
$15K - $17.8K
|
3.69K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-171- 3.5% |
$16.1K - $19.1K
|
4.72K
$420K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-174- 3.06% |
$16.3K - $19.4K
|
5.51K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-175- 0.6% |
$16.4K - $19.5K
|
29.2K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-177- 7.44% |
$16.6K - $19.7K
|
2.2K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-188- 3.87% |
$17.6K - $21K
|
4.67K
$416K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-191- 37.02% |
$17.9K - $21.3K
|
325
$28.9K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-200- 49.38% |
$18.8K - $22.3K
|
205
$18.3K
|