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 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.28KNew |
$215K - $267K
|
2.28K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.27KNew |
$213K - $265K
|
2.27K
$220K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.25K+ 32.28% |
$212K - $264K
|
9.24K
$897K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.25KNew |
$212K - $264K
|
2.25K
$218K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.08KNew |
$196K - $243K
|
2.08K
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.06KNew |
$194K - $241K
|
2.06K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.02KNew |
$191K - $237K
|
2.02K
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.02KNew |
$190K - $237K
|
2.02K
$196K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
2.01KNew |
$189K - $235K
|
2.01K
$195K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2KNew |
$188K - $234K
|
2K
$194K
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2KNew |
$188K - $234K
|
2K
$194K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2KNew |
$188K - $234K
|
2K
$194K
|
|
|
Oct 28, 2025
Q3 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
2KNew |
$188K - $234K
|
2K
$194K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.98KNew |
$186K - $231K
|
1.98K
$192K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.96KNew |
$184K - $229K
|
1.96K
$190K
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.93KNew |
$182K - $226K
|
1.93K
$188K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.93KNew |
$181K - $226K
|
1.93K
$187K
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.82KNew |
$172K - $214K
|
1.82K
$177K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.77K+ 81.12% |
$166K - $207K
|
3.94K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.63K+ 4.65% |
$153K - $191K
|
36.6K
$3.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.46K+ 23.4% |
$137K - $171K
|
7.69K
$747K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.35KNew |
$127K - $158K
|
1.35K
$131K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.34K+ 52.29% |
$126K - $156K
|
3.89K
$378K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.3K+ 79.56% |
$123K - $153K
|
2.94K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1K+ 5.71% |
$94.5K - $117K
|
18.6K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1KNew |
$94.2K - $117K
|
1K
$97.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
962+ 3.61% |
$90.6K - $113K
|
27.6K
$2.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
908+ 23.07% |
$85.5K - $106K
|
4.84K
$470K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
881+ 8.44% |
$83K - $103K
|
11.3K
$1.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
850+ 39.13% |
$80.1K - $99.6K
|
3.02K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
795+ 5.69% |
$74.9K - $93.1K
|
14.8K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
787+ 1.17% |
$74.1K - $92.2K
|
68.2K
$6.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
771New |
$72.6K - $90.3K
|
771
$74.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
740+ 40.59% |
$69.7K - $86.7K
|
2.56K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
728New |
$68.6K - $85.3K
|
728
$70.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
692+ 12.46% |
$65.2K - $81.1K
|
6.25K
$607K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
649+ 13.91% |
$61.1K - $76K
|
5.31K
$516K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
630+ 5.73% |
$59.3K - $73.8K
|
11.6K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
604+ 7.49% |
$56.9K - $70.8K
|
8.66K
$841K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
602+ 18.55% |
$56.7K - $70.5K
|
3.85K
$374K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
559+ 1.6% |
$52.6K - $65.5K
|
35.5K
$3.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
538+ 23.98% |
$50.7K - $63K
|
2.78K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
517+ 2.86% |
$48.7K - $60.6K
|
18.6K
$1.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
510+ 6.05% |
$48K - $59.7K
|
8.94K
$868K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
506New |
$47.7K - $59.3K
|
506
$49.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
500+ 420.17% |
$47.1K - $58.6K
|
619
$60.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
500New |
$47.1K - $58.6K
|
500
$48.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
488+ 3.4% |
$46K - $57.2K
|
14.8K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
443New |
$41.7K - $51.9K
|
443
$43K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
426New |
$40.1K - $49.9K
|
426
$41.4K
|
|