Purchases and Sales Made in Q4 2025 in Ishares Tr (IAK)
This table provides information about the institutional ownership of Ishares Tr (IAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
7.18K+ 15.86% |
$900K - $976K
|
52.5K
$7.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.82KNew |
$354K - $383K
|
2.82K
$377K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.79KNew |
$350K - $380K
|
2.79K
$373K
|
|
|
Jan 23, 2026
Q4 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2.52K+ 4.85% |
$316K - $343K
|
54.6K
$7.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.35KNew |
$294K - $319K
|
2.35K
$313K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.17K+ 3.58% |
$147K - $159K
|
34K
$4.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
540+ 89.7% |
$67.7K - $73.4K
|
1.14K
$153K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
378+ 1.47% |
$47.4K - $51.4K
|
26.1K
$3.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
250New |
$31.3K - $34K
|
250
$33.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
133New |
$16.7K - $18.1K
|
133
$17.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
44+ 0.17% |
$5.52K - $5.98K
|
26.4K
$3.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21+ 46.67% |
$2.63K - $2.86K
|
66
$8.82K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$1.25K - $1.36K
|
10
$1.34K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-16- 55.17% |
$2.01K - $2.18K
|
13
$1.74K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-83- 4.12% |
$10.4K - $11.3K
|
1.93K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-92- 3.39% |
$11.5K - $12.5K
|
2.63K
$351K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-112- 75.17% |
$14K - $15.2K
|
37
$4.94K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-375- 46.01% |
$47K - $51K
|
440
$58.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-626- 10.3% |
$78.5K - $85.1K
|
5.45K
$728K
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-767- 31.19% |
$96.2K - $104K
|
1.69K
$226K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 34.04% |
$125K - $136K
|
1.94K
$259K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-1.17K- 55.98% |
$147K - $160K
|
923
$123K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.73K- 25.35% |
$342K - $371K
|
8.03K
$1.07M
|
|