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 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-225- 3.71% |
$21.1K - $25.1K
|
5.84K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-257- 7.53% |
$24.1K - $28.6K
|
3.16K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-270- 50.0% |
$25.3K - $30.1K
|
270
$24K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-276- 0.44% |
$25.9K - $30.8K
|
62.9K
$5.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-283- 34.85% |
$26.6K - $31.5K
|
529
$47.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-333- 4.41% |
$31.3K - $37.1K
|
7.22K
$643K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-400- 24.97% |
$37.5K - $44.6K
|
1.2K
$107K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-425- 2.81% |
$39.9K - $47.4K
|
14.7K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-435- 3.74% |
$40.8K - $48.5K
|
11.2K
$997K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-475- 28.98% |
$44.6K - $52.9K
|
1.16K
$104K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-554- 12.16% |
$52K - $61.7K
|
4K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-575- 5.96% |
$54K - $64.1K
|
9.07K
$807K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-616- 3.96% |
$57.8K - $68.7K
|
15K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-635- 8.07% |
$59.6K - $70.8K
|
7.23K
$644K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-636- 1.25% |
$59.7K - $70.9K
|
50.2K
$4.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-835- 17.47% |
$78.4K - $93.1K
|
3.95K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-994- 27.72% |
$93.3K - $111K
|
2.59K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.03K- 37.39% |
$96.9K - $115K
|
1.73K
$154K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.09K- 28.26% |
$102K - $121K
|
2.75K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.1K- 24.18% |
$103K - $122K
|
3.43K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.14K- 34.44% |
$107K - $127K
|
2.17K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.18K- 10.59% |
$110K - $131K
|
9.92K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.19K- 7.84% |
$112K - $132K
|
14K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 6.94% |
$114K - $135K
|
16.2K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.22K- 21.58% |
$114K - $136K
|
4.42K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.24K- 25.25% |
$116K - $138K
|
3.67K
$327K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.28K- 14.29% |
$120K - $143K
|
7.69K
$685K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.38K- 76.11% |
$130K - $154K
|
434
$38.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.69K- 40.37% |
$158K - $188K
|
2.49K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.78K- 9.15% |
$167K - $199K
|
17.7K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.04K- 9.4% |
$192K - $228K
|
19.7K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.14K- 12.72% |
$201K - $239K
|
14.7K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 53.84% |
$233K - $277K
|
2.13K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.7K- 59.63% |
$253K - $301K
|
1.83K
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 18.42% |
$259K - $308K
|
12.2K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.98K- 42.77% |
$280K - $332K
|
3.99K
$355K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.12K- 12.23% |
$293K - $348K
|
22.4K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.18K- 40.65% |
$299K - $355K
|
4.65K
$414K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.21K- 51.39% |
$302K - $358K
|
3.04K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.33K- 50.07% |
$313K - $371K
|
3.32K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.84K- 9.75% |
$360K - $428K
|
35.5K
$3.16M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.15K- 13.76% |
$390K - $463K
|
26K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.69K- 39.44% |
$440K - $523K
|
7.2K
$642K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-4.88K- 98.09% |
$458K - $543K
|
95
$8.46K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.71K- 31.84% |
$536K - $637K
|
12.2K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.8K- 66.13% |
$638K - $758K
|
3.48K
$310K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.58K- 10.89% |
$899K - $1.07M
|
78.4K
$6.98M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.3K- 76.34% |
$970K - $1.15M
|
3.2K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-11.1K- 56.7% |
$1.04M - $1.24M
|
8.48K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.1K- 38.96% |
$1.33M - $1.57M
|
22.1K
$1.97M
|