Purchases and Sales Made in Q4 2025 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
38.3K+ 755.94% |
$1.83M - $2M
|
43.4K
$2.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
15.3KNew |
$729K - $800K
|
15.3K
$768K
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2K+ 28.01% |
$95.4K - $105K
|
9.14K
$459K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
700New |
$33.4K - $36.6K
|
700
$35.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
290New |
$13.8K - $15.2K
|
290
$14.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
135+ 409.09% |
$6.44K - $7.06K
|
168
$8.44K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 0.87% |
$620 - $680
|
1.5K
$75.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$95.4 - $105
|
2.13K
$107K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-10- 0.05% |
$477 - $523
|
22.2K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21- 0.08% |
$1K - $1.1K
|
26.6K
$1.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-60- 3.22% |
$2.86K - $3.14K
|
1.8K
$90.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-1.61K- 7.76% |
$76.8K - $84.3K
|
19.2K
$962K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.1K- 17.0% |
$100K - $110K
|
10.3K
$516K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.39K- 71.85% |
$257K - $282K
|
2.11K
$106K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-31.7K- 85.89% |
$1.51M - $1.66M
|
5.21K
$262K
|
|