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 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
426New |
$40.1K - $49.9K
|
426
$41.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
413+ 8.81% |
$38.9K - $48.4K
|
5.1K
$495K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
340New |
$32K - $39.8K
|
340
$33K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
340+ 8.34% |
$32K - $39.8K
|
4.42K
$429K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
311+ 49.76% |
$29.3K - $36.4K
|
936
$90.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
283+ 4.22% |
$26.7K - $33.2K
|
7K
$679K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
270+ 675.0% |
$25.4K - $31.6K
|
310
$30.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
252+ 13.27% |
$23.7K - $29.5K
|
2.15K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
201+ 136.73% |
$18.9K - $23.5K
|
348
$33.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
201+ 3.48% |
$18.9K - $23.5K
|
5.97K
$580K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
195+ 37.36% |
$18.4K - $22.8K
|
717
$69.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
150+ 1.37% |
$14.1K - $17.6K
|
11.1K
$1.07M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
146New |
$13.8K - $17.1K
|
146
$14.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
130+ 0.38% |
$12.2K - $15.2K
|
34.7K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
119+ 5.4% |
$11.2K - $13.9K
|
2.32K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
100+ 0.62% |
$9.42K - $11.7K
|
16.3K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
100New |
$9.42K - $11.7K
|
100
$9.71K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
90+ 150.0% |
$8.48K - $10.5K
|
150
$14.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88+ 13.35% |
$8.29K - $10.3K
|
747
$72.5K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
81+ 7.36% |
$7.63K - $9.49K
|
1.18K
$115K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
64New |
$6.03K - $7.5K
|
64
$6.22K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
63New |
$5.93K - $7.38K
|
63
$6.12K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
60New |
$5.65K - $7.03K
|
60
$5.83K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51+ 0.99% |
$4.8K - $5.97K
|
5.18K
$503K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50New |
$4.71K - $5.86K
|
50
$4.86K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
50New |
$4.71K - $5.86K
|
50
$4.86K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 4.69% |
$4.71K - $5.86K
|
1.12K
$108K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
46+ 0.45% |
$4.33K - $5.39K
|
10.2K
$995K
|
|
|
Nov 14, 2025
Q3 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
43+ 0.37% |
$4.05K - $5.04K
|
11.6K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
40+ 1.71% |
$3.77K - $4.69K
|
2.37K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
36+ 0.86% |
$3.39K - $4.22K
|
4.22K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36+ 1.2% |
$3.39K - $4.22K
|
3.04K
$295K
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.06% |
$3.11K - $3.87K
|
54.2K
$5.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
30New |
$2.83K - $3.51K
|
30
$2.91K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28+ 1400.0% |
$2.64K - $3.28K
|
30
$2.91K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25+ 12.5% |
$2.35K - $2.93K
|
225
$21.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
25+ 0.76% |
$2.35K - $2.93K
|
3.3K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$1.88K - $2.34K
|
20
$1.94K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17+ 0.45% |
$1.6K - $1.99K
|
3.76K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.18% |
$1.41K - $1.76K
|
8.48K
$823K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
12+ 0.4% |
$1.13K - $1.41K
|
3.04K
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.11% |
$1.04K - $1.29K
|
10.3K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.12% |
$942 - $1.17K
|
8.56K
$832K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6New |
$565 - $703
|
6
$583
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$377 - $469
|
3.73K
$363K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3+ 0.11% |
$283 - $351
|
2.66K
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.08% |
$283 - $351
|
3.67K
$357K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2New |
$188 - $234
|
2
$194
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.16% |
$188 - $234
|
1.25K
$122K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.21% |
$94.2 - $117
|
470
$45.6K
|
|