Purchases and Sales Made in Q4 2025 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
16.5KNew |
$2.81M - $2.96M
|
16.5K
$2.86M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
4.76K+ 11.31% |
$811K - $854K
|
46.9K
$8.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.57K+ 209.73% |
$437K - $460K
|
3.79K
$656K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.12K+ 6.47% |
$361K - $380K
|
34.9K
$6.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.82KNew |
$309K - $326K
|
1.82K
$315K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 1642.7% |
$249K - $262K
|
1.55K
$269K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.43K+ 19.55% |
$243K - $256K
|
8.73K
$1.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.36K+ 1.4% |
$232K - $244K
|
98.8K
$17.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.35KNew |
$229K - $242K
|
1.35K
$234K
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.18K+ 22.53% |
$201K - $211K
|
6.41K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
786+ 38.91% |
$134K - $141K
|
2.81K
$486K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
723New |
$123K - $130K
|
723
$125K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
701+ 3.61% |
$119K - $126K
|
20.1K
$3.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
269New |
$45.8K - $48.2K
|
269
$46.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
232+ 9.1% |
$39.5K - $41.6K
|
2.78K
$482K
|
|
|
Jan 28, 2026
Q4 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
135+ 3.74% |
$23K - $24.2K
|
3.74K
$648K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
124+ 2.01% |
$21.1K - $22.2K
|
6.28K
$1.09M
|
|
|
Jan 27, 2026
Q4 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
67+ 1.25% |
$11.4K - $12K
|
5.42K
$938K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
50New |
$8.51K - $8.96K
|
50
$8.66K
|
|
|
Jan 27, 2026
Q4 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 0.38% |
$3.23K - $3.41K
|
5.07K
$878K
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
9+ 0.1% |
$1.53K - $1.61K
|
8.65K
$1.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-7- 1.9% |
$1.19K - $1.26K
|
362
$62.7K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8- 4.23% |
$1.36K - $1.43K
|
181
$31.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-9- 0.06% |
$1.53K - $1.61K
|
14.6K
$2.53M
|
|
|
Jan 27, 2026
Q4 2025
|
West End Advisors, LLC
|
SELL
|
- |
-12- 2.38% |
$2.04K - $2.15K
|
493
$85.4K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-14- 9.03% |
$2.38K - $2.51K
|
141
$24.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-95- 6.49% |
$16.2K - $17K
|
1.37K
$237K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-118- 2.48% |
$20.1K - $21.2K
|
4.64K
$803K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-120- 2.98% |
$20.4K - $21.5K
|
3.9K
$676K
|
|
|
Jan 23, 2026
Q4 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-135- 0.43% |
$23K - $24.2K
|
31.3K
$5.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-297- 3.22% |
$50.6K - $53.2K
|
8.93K
$1.55M
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-417- 6.01% |
$71K - $74.8K
|
6.53K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-560- 5.33% |
$95.3K - $100K
|
9.95K
$1.72M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-702- 12.85% |
$119K - $126K
|
4.76K
$825K
|
|
|
Jan 28, 2026
Q4 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-1.34K- 5.28% |
$227K - $240K
|
24K
$4.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.54K- 24.15% |
$262K - $276K
|
4.84K
$838K
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.64K- 12.62% |
$620K - $653K
|
25.2K
$4.37M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.3K- 25.62% |
$5.16M - $5.44M
|
88K
$15.2M
|
|