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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.71K+ 9.28% |
$146K - $165K
|
20.1K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.6K+ 74.46% |
$137K - $154K
|
3.74K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.55K+ 10.56% |
$133K - $150K
|
16.2K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47K+ 25.72% |
$125K - $142K
|
7.17K
$815K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.32K+ 13.4% |
$113K - $128K
|
11.2K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.22K+ 13.59% |
$104K - $117K
|
10.2K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.17K+ 26.52% |
$100K - $113K
|
5.59K
$636K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.15K+ 18.51% |
$98.4K - $111K
|
7.37K
$838K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
989+ 1.99% |
$84.6K - $95.5K
|
50.6K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
805+ 3.48% |
$68.8K - $77.8K
|
23.9K
$2.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
767+ 4.57% |
$65.6K - $74.1K
|
17.6K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
737New |
$63K - $71.2K
|
737
$83.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
710New |
$60.7K - $68.6K
|
710
$80.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
688+ 68800.0% |
$58.8K - $66.5K
|
689
$78.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
680+ 9.4% |
$58.2K - $65.7K
|
7.91K
$899K
|
|
|
Aug 13, 2025
Q2 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
557+ 5.08% |
$47.6K - $53.8K
|
11.5K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
536+ 4.32% |
$45.8K - $51.8K
|
12.9K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
499+ 0.93% |
$42.7K - $48.2K
|
54.4K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
475+ 40.81% |
$40.6K - $45.9K
|
1.64K
$186K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
415+ 30.92% |
$35.5K - $40.1K
|
1.76K
$200K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
389+ 3.06% |
$33.3K - $37.6K
|
13.1K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
385New |
$32.9K - $37.2K
|
385
$43.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
330+ 17.08% |
$28.2K - $31.9K
|
2.26K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 64.67% |
$17.5K - $19.8K
|
522
$59.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
205+ 4.39% |
$17.5K - $19.8K
|
4.88K
$555K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
200New |
$17.1K - $19.3K
|
200
$22.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
183+ 4.57% |
$15.7K - $17.7K
|
4.19K
$476K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
181New |
$15.5K - $17.5K
|
181
$20.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
175+ 2.68% |
$15K - $16.9K
|
6.71K
$763K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
174+ 1338.46% |
$14.9K - $16.8K
|
187
$21.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
153+ 1.69% |
$13.1K - $14.8K
|
9.22K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
153+ 1.14% |
$13.1K - $14.8K
|
13.6K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
147New |
$12.6K - $14.2K
|
147
$16.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
126+ 11.23% |
$10.8K - $12.2K
|
1.25K
$142K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
123+ 2.71% |
$10.5K - $11.9K
|
4.67K
$530K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
119New |
$10.2K - $11.5K
|
119
$13.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
118+ 3.73% |
$10.1K - $11.4K
|
3.28K
$373K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 0.62% |
$8.55K - $9.66K
|
16.2K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$8.55K - $9.66K
|
100
$11.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
64New |
$5.47K - $6.18K
|
64
$7.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
64+ 0.63% |
$5.47K - $6.18K
|
10.3K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
63+ 0.74% |
$5.39K - $6.09K
|
8.55K
$972K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
61+ 1.17% |
$5.22K - $5.89K
|
5.26K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
50+ 1.08% |
$4.28K - $4.83K
|
4.69K
$533K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
47New |
$4.02K - $4.54K
|
47
$5.34K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$3.42K - $3.86K
|
40
$4.55K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
37+ 1.99% |
$3.16K - $3.57K
|
1.9K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
29+ 0.34% |
$2.48K - $2.8K
|
8.47K
$962K
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
28New |
$2.39K - $2.71K
|
28
$3.18K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
28+ 0.55% |
$2.39K - $2.71K
|
5.13K
$583K
|