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 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26+ 0.21% |
$2.22K - $2.51K
|
12.2K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19+ 15.08% |
$1.62K - $1.84K
|
145
$16.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$855 - $966
|
10
$1.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.72% |
$770 - $869
|
1.25K
$142K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7+ 0.13% |
$599 - $676
|
5.51K
$627K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
7+ 6.93% |
$599 - $676
|
108
$12.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5+ 0.17% |
$428 - $483
|
3.03K
$344K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.13% |
$342 - $386
|
3.01K
$343K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 0.78% |
$342 - $386
|
517
$58.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.64% |
$257 - $290
|
469
$53.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3New |
$257 - $290
|
3
$341
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2New |
$171 - $193
|
2
$227
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.05% |
$171 - $193
|
3.67K
$417K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.74% |
$171 - $193
|
272
$30.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.26% |
$85.5 - $96.6
|
380
$43.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.01% |
$85.5 - $96.6
|
10.2K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.03% |
$85.5 - $96.6
|
3.37K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-1- 0.32% |
$85.5 - $96.6
|
313
$35.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 1.77% |
$171 - $193
|
111
$12.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2- 3.03% |
$171 - $193
|
64
$7.28K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.07% |
$171 - $193
|
2.69K
$305K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.16% |
$342 - $386
|
2.53K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.19% |
$428 - $483
|
2.62K
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 18.87% |
$1.71K - $1.93K
|
86
$9.78K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-21- 0.21% |
$1.8K - $2.03K
|
10K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-25- 8.12% |
$2.14K - $2.42K
|
283
$32.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 1.23% |
$2.31K - $2.61K
|
2.18K
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-31- 8.22% |
$2.65K - $2.99K
|
346
$39.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-38- 1.38% |
$3.25K - $3.67K
|
2.72K
$309K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38- 1.25% |
$3.25K - $3.67K
|
3K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-43- 9.91% |
$3.68K - $4.15K
|
391
$44.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-47- 94.0% |
$4.02K - $4.54K
|
3
$341
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-50- 0.82% |
$4.28K - $4.83K
|
6.04K
$686K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-54- 0.07% |
$4.62K - $5.22K
|
77.5K
$8.8M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-71- 1.66% |
$6.07K - $6.86K
|
4.21K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-71- 50.35% |
$6.07K - $6.86K
|
70
$7.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-74- 1.27% |
$6.33K - $7.15K
|
5.77K
$656K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-80- 74.07% |
$6.84K - $7.73K
|
28
$3.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-88- 55.7% |
$7.53K - $8.5K
|
70
$7.96K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 4.19% |
$8.55K - $9.66K
|
2.29K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-101- 1.18% |
$8.64K - $9.76K
|
8.45K
$961K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-101- 8.4% |
$8.64K - $9.76K
|
1.1K
$125K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-104- 3.77% |
$8.89K - $10K
|
2.66K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-111- 81.62% |
$9.49K - $10.7K
|
25
$2.84K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-128- 3.13% |
$10.9K - $12.4K
|
3.97K
$451K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-128- 17.0% |
$10.9K - $12.4K
|
625
$71.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-140- 39.33% |
$12K - $13.5K
|
216
$24.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-145- 44.62% |
$12.4K - $14K
|
180
$20.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-176- 4.51% |
$15.1K - $17K
|
3.73K
$424K
|