Purchases and Sales Made in Q3 2025 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) 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 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
308+ 2.4% |
$38.9K - $41.4K
|
13.1K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
285+ 6.18% |
$36K - $38.3K
|
4.9K
$655K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
259New |
$32.7K - $34.8K
|
259
$34.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
252+ 12.75% |
$31.8K - $33.9K
|
2.23K
$298K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
250New |
$31.6K - $33.6K
|
250
$33.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
236+ 12.35% |
$29.8K - $31.7K
|
2.15K
$287K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
235New |
$29.7K - $31.6K
|
235
$31.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
209New |
$26.4K - $28.1K
|
209
$27.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
194+ 1.84% |
$24.5K - $26.1K
|
10.8K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
193+ 4.33% |
$24.4K - $26K
|
4.65K
$622K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
162+ 2.89% |
$20.5K - $21.8K
|
5.78K
$772K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
153New |
$19.3K - $20.6K
|
153
$20.4K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
144+ 3.34% |
$18.2K - $19.4K
|
4.46K
$596K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
99+ 61.49% |
$12.5K - $13.3K
|
260
$34.7K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
55New |
$6.95K - $7.4K
|
55
$7.35K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
50New |
$6.32K - $6.72K
|
50
$6.68K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
30+ 0.15% |
$3.79K - $4.03K
|
19.5K
$2.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
29New |
$3.66K - $3.9K
|
29
$3.88K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 146.15% |
$2.4K - $2.55K
|
32
$4.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
19New |
$2.4K - $2.55K
|
19
$2.54K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17+ 0.39% |
$2.15K - $2.29K
|
4.39K
$587K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13+ 1.95% |
$1.64K - $1.75K
|
680
$90.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 59.09% |
$1.64K - $1.75K
|
35
$4.68K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
11+ 0.32% |
$1.39K - $1.48K
|
3.4K
$454K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.41% |
$379 - $403
|
734
$98.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.65% |
$126 - $134
|
155
$20.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.29% |
$126 - $134
|
350
$46.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-2- 0.12% |
$253 - $269
|
1.66K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 0.35% |
$379 - $403
|
862
$115K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 3.77% |
$1.01K - $1.08K
|
204
$27.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19- 0.24% |
$2.4K - $2.55K
|
7.81K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-19- 0.44% |
$2.4K - $2.55K
|
4.28K
$572K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-28- 16.67% |
$3.54K - $3.76K
|
140
$18.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-40- 1.23% |
$5.05K - $5.38K
|
3.22K
$430K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-42- 2.04% |
$5.31K - $5.65K
|
2.02K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-45- 0.05% |
$5.69K - $6.05K
|
89.5K
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-64- 0.47% |
$8.09K - $8.61K
|
13.6K
$1.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-65- 0.24% |
$8.21K - $8.74K
|
27K
$3.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-72- 13.02% |
$9.1K - $9.68K
|
481
$64.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-80- 0.3% |
$10.1K - $10.8K
|
26.3K
$3.52M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-81- 1.84% |
$10.2K - $10.9K
|
4.32K
$577K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-93- 4.33% |
$11.8K - $12.5K
|
2.06K
$275K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-104- 69.8% |
$13.1K - $14K
|
45
$6.01K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-118- 2.37% |
$14.9K - $15.9K
|
4.87K
$651K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-146- 8.32% |
$18.5K - $19.6K
|
1.61K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-180- 4.33% |
$22.7K - $24.2K
|
3.98K
$532K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-190- 87.56% |
$24K - $25.5K
|
27
$3.61K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-195- 7.17% |
$24.6K - $26.2K
|
2.53K
$337K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-198- 11.62% |
$25K - $26.6K
|
1.51K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 24.94% |
$25.3K - $26.9K
|
602
$80.4K
|
|