Purchases and Sales Made in Q2 2025 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) 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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.1KNew |
$2.77M - $2.84M
|
27.1K
$2.85M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
18.8KNew |
$1.92M - $1.97M
|
18.8K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.24KNew |
$942K - $967K
|
9.24K
$970K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.36K+ 105.99% |
$547K - $561K
|
10.4K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
4.15K+ 2.27% |
$424K - $435K
|
187K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.08K+ 9.47% |
$416K - $427K
|
47.1K
$4.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.4K+ 46.78% |
$346K - $355K
|
10.7K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.31KNew |
$337K - $346K
|
3.31K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.35K+ 15.83% |
$240K - $246K
|
17.2K
$1.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.3KNew |
$235K - $241K
|
2.3K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
2KNew |
$204K - $209K
|
2K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.94KNew |
$198K - $203K
|
1.94K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.52KNew |
$155K - $159K
|
1.52K
$160K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5KNew |
$153K - $157K
|
1.5K
$157K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
934+ 15.88% |
$95.3K - $97.8K
|
6.81K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
448+ 12.76% |
$45.7K - $46.9K
|
3.96K
$416K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
439+ 3.16% |
$44.8K - $45.9K
|
14.3K
$1.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
387+ 3.02% |
$39.5K - $40.5K
|
13.2K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
135+ 2.68% |
$13.8K - $14.1K
|
5.17K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
130New |
$13.3K - $13.6K
|
130
$13.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
87+ 0.65% |
$8.87K - $9.11K
|
13.5K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
53New |
$5.41K - $5.55K
|
53
$5.57K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
41+ 1.57% |
$4.18K - $4.29K
|
2.66K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
32+ 0.95% |
$3.26K - $3.35K
|
3.42K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.96% |
$102 - $105
|
52
$5.46K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.58% |
$102 - $105
|
173
$18.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10- 33.33% |
$1.02K - $1.05K
|
20
$2.1K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-14- 0.36% |
$1.43K - $1.47K
|
3.85K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-60- 1.37% |
$6.12K - $6.28K
|
4.31K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-69- 31.08% |
$7.04K - $7.22K
|
153
$16.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106- 0.09% |
$10.8K - $11.1K
|
118K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-129- 3.86% |
$13.2K - $13.5K
|
3.21K
$337K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-143- 4.15% |
$14.6K - $15K
|
3.31K
$347K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-165- 3.62% |
$16.8K - $17.3K
|
4.39K
$461K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-180- 4.79% |
$18.4K - $18.8K
|
3.58K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-220- 6.9% |
$22.4K - $23K
|
2.97K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-283- 6.89% |
$28.9K - $29.6K
|
3.82K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-364- 8.3% |
$37.1K - $38.1K
|
4.02K
$422K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-538- 8.0% |
$54.9K - $56.3K
|
6.19K
$650K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-708- 16.34% |
$72.2K - $74.1K
|
3.62K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-708- 16.34% |
$72.2K - $74.1K
|
3.62K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-754- 3.33% |
$76.9K - $78.9K
|
21.9K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-801- 36.58% |
$81.7K - $83.8K
|
1.39K
$146K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-930- 29.67% |
$94.9K - $97.3K
|
2.2K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 21.55% |
$115K - $118K
|
4.1K
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.4K- 22.95% |
$143K - $147K
|
4.7K
$494K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.77K- 14.72% |
$180K - $185K
|
10.2K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.58K- 3.32% |
$263K - $270K
|
75K
$7.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.59K- 29.2% |
$264K - $271K
|
6.28K
$660K
|
|