Purchases and Sales Made in Q3 2025 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
530KNew |
$49.9M - $62.1M
|
530K
$54.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
224KNew |
$21.1M - $26.2M
|
224K
$23M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
51.6KNew |
$4.86M - $6.04M
|
51.6K
$5.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
44.1KNew |
$4.16M - $5.17M
|
44.1K
$4.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
43.7KNew |
$4.11M - $5.11M
|
43.7K
$4.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
41.3K+ 560.57% |
$3.89M - $4.84M
|
48.7K
$5M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
14.5KNew |
$1.36M - $1.7M
|
14.5K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.2KNew |
$1.24M - $1.55M
|
13.2K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 141.93% |
$1.23M - $1.53M
|
22.3K
$2.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.4KNew |
$1.16M - $1.45M
|
12.4K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
10.5KNew |
$985K - $1.23M
|
10.5K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8.66KNew |
$816K - $1.01M
|
8.66K
$890K
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
8.22KNew |
$774K - $963K
|
8.22K
$845K
|
|
|
Oct 16, 2025
Q3 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
7.5KNew |
$706K - $879K
|
7.5K
$771K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.96KNew |
$467K - $581K
|
4.96K
$510K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.07KNew |
$384K - $477K
|
4.07K
$419K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.01KNew |
$378K - $470K
|
4.01K
$412K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.43KNew |
$323K - $402K
|
3.43K
$353K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
2.93KNew |
$276K - $343K
|
2.93K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.86K+ 5.26% |
$269K - $335K
|
57.2K
$5.88M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.25KNew |
$212K - $264K
|
2.25K
$231K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.08KNew |
$196K - $243K
|
2.08K
$213K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.06KNew |
$194K - $241K
|
2.06K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2KNew |
$188K - $234K
|
2K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
2KNew |
$188K - $234K
|
2K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.98KNew |
$186K - $231K
|
1.98K
$203K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.96KNew |
$184K - $229K
|
1.96K
$201K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.93KNew |
$181K - $226K
|
1.93K
$198K
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.82KNew |
$172K - $214K
|
1.82K
$187K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.77K+ 81.12% |
$166K - $207K
|
3.94K
$405K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 23.4% |
$137K - $171K
|
7.69K
$790K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
740+ 40.59% |
$69.7K - $86.7K
|
2.56K
$263K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
728New |
$68.6K - $85.3K
|
728
$74.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
692+ 12.46% |
$65.2K - $81.1K
|
6.25K
$642K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
602+ 18.55% |
$56.7K - $70.5K
|
3.85K
$395K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
538+ 23.98% |
$50.7K - $63K
|
2.78K
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
506New |
$47.7K - $59.3K
|
506
$52K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
443New |
$41.7K - $51.9K
|
443
$45.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
311+ 49.76% |
$29.3K - $36.4K
|
936
$96.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
201+ 3.48% |
$18.9K - $23.5K
|
5.97K
$614K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
195+ 37.36% |
$18.4K - $22.8K
|
717
$73.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
63New |
$5.93K - $7.38K
|
63
$6.48K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51+ 0.99% |
$4.8K - $5.97K
|
5.18K
$532K
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.06% |
$3.11K - $3.87K
|
54.2K
$5.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
30New |
$2.83K - $3.51K
|
30
$3.08K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$1.88K - $2.34K
|
20
$2.06K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17+ 0.45% |
$1.6K - $1.99K
|
3.76K
$387K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.18% |
$1.41K - $1.76K
|
8.48K
$872K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
12+ 0.4% |
$1.13K - $1.41K
|
3.04K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$377 - $469
|
3.73K
$384K
|