Purchases and Sales Made in Q2 2025 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) 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 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
43.6K+ 11.54% |
$3.72M - $4.21M
|
421K
$40.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 8.02% |
$344K - $389K
|
54.2K
$5.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
3.74K+ 557.14% |
$320K - $362K
|
4.42K
$429K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 9.9% |
$308K - $348K
|
40K
$3.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 64.67% |
$17.5K - $19.8K
|
522
$50.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
147New |
$12.6K - $14.2K
|
147
$14.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
64New |
$5.47K - $6.18K
|
64
$6.22K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19+ 15.08% |
$1.62K - $1.84K
|
145
$14.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.64% |
$257 - $290
|
469
$45.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.03% |
$85.5 - $96.6
|
3.37K
$327K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.16% |
$342 - $386
|
2.53K
$245K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 18.87% |
$1.71K - $1.93K
|
86
$8.35K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-21- 0.21% |
$1.8K - $2.03K
|
10K
$972K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-38- 1.38% |
$3.25K - $3.67K
|
2.72K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-74- 1.27% |
$6.33K - $7.15K
|
5.77K
$560K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-145- 44.62% |
$12.4K - $14K
|
180
$17.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-409- 11.91% |
$35K - $39.5K
|
3.03K
$294K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-437- 35.7% |
$37.4K - $42.2K
|
787
$76.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-500- 7.14% |
$42.8K - $48.3K
|
6.5K
$631K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-625- 6.3% |
$53.5K - $60.4K
|
9.3K
$903K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-807- 12.67% |
$69K - $78K
|
5.56K
$540K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.25K- 21.42% |
$107K - $120K
|
4.58K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-4.38K- 55.23% |
$374K - $423K
|
3.55K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-11.4K- 70.05% |
$973K - $1.1M
|
4.87K
$473K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34.9K- 90.58% |
$2.98M - $3.37M
|
3.63K
$352K
|