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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
50New |
$4.71K - $5.86K
|
50
$5.14K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.08% |
$283 - $351
|
3.67K
$377K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2New |
$188 - $234
|
2
$206
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$94.2 - $117
|
4.87K
$500K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 0.32% |
$94.2 - $117
|
314
$32.3K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.2% |
$94.2 - $117
|
494
$50.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.21% |
$94.2 - $117
|
470
$48.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-11- 9.48% |
$1.04K - $1.29K
|
105
$10.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23- 20.72% |
$2.17K - $2.69K
|
88
$9.04K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-48- 1.59% |
$4.52K - $5.62K
|
2.98K
$306K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-93- 0.75% |
$8.76K - $10.9K
|
12.2K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-110- 3.4% |
$10.4K - $12.9K
|
3.13K
$321K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-121- 3.34% |
$11.4K - $14.2K
|
3.5K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-124- 31.71% |
$11.7K - $14.5K
|
267
$27.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-147- 3.01% |
$13.8K - $17.2K
|
4.73K
$486K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-164- 90.61% |
$15.4K - $19.2K
|
17
$1.75K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-175- 7.52% |
$16.5K - $20.5K
|
2.15K
$221K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-183- 14.66% |
$17.2K - $21.4K
|
1.07K
$109K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-201- 3.43% |
$18.9K - $23.5K
|
5.66K
$581K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-267- 5.79% |
$25.1K - $31.3K
|
4.35K
$447K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-308- 6.73% |
$29K - $36.1K
|
4.27K
$439K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-348- 82.46% |
$32.8K - $40.8K
|
74
$7.61K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-372- 8.85% |
$35K - $43.6K
|
3.83K
$394K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-383- 4.53% |
$36.1K - $44.9K
|
8.07K
$829K
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-398- 11.94% |
$37.5K - $46.6K
|
2.94K
$302K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-436- 3.37% |
$41.1K - $51.1K
|
12.5K
$1.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-586- 44.16% |
$55.2K - $68.6K
|
741
$76.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-734- 27.03% |
$69.1K - $86K
|
1.98K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-749- 22.25% |
$70.5K - $87.7K
|
2.62K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-815- 8.76% |
$76.8K - $95.5K
|
8.48K
$872K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.02K- 10.19% |
$96.1K - $119K
|
8.99K
$923K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.91K- 34.41% |
$180K - $224K
|
3.65K
$375K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-3.62K- 81.95% |
$341K - $424K
|
797
$81.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-3.96K- 11.31% |
$373K - $464K
|
31K
$3.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.31K- 13.29% |
$500K - $622K
|
34.7K
$3.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.5K- 24.08% |
$1.56M - $1.94M
|
52.2K
$5.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-46.1K- 58.96% |
$4.34M - $5.4M
|
32.1K
$3.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-369K- 87.73% |
$34.8M - $43.3M
|
51.7K
$5.31M
|