Latest Institutional Transactions on Ishares Tr (ITA)
This table provides information on the latest institutional transactions involving Ishares Tr (ITA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-423- 56.55% |
$61K - $66.5K
|
325
$49.1K
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
730+ 22.46% |
$105K - $115K
|
3.98K
$602K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-835- 15.95% |
$120K - $131K
|
4.4K
$665K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 0.3% |
$8.8K - $9.6K
|
20.5K
$3.1M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.31M- 99.31% |
$189M - $206M
|
9.08K
$1.37M
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6+ 150.0% |
$866 - $944
|
10
$1.51K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.86KNew |
$268K - $293K
|
1.86K
$281K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-269- 7.64% |
$38.8K - $42.3K
|
3.25K
$492K
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-4.44K- 52.4% |
$641K - $698K
|
4.03K
$610K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.05KNew |
$440K - $480K
|
3.05K
$461K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-713- 13.98% |
$103K - $112K
|
4.39K
$663K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.2K+ 17.14% |
$173K - $189K
|
8.2K
$1.24M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.22K- 26.87% |
$176K - $192K
|
3.33K
$503K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
953+ 6.77% |
$138K - $150K
|
15K
$2.27M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.7K+ 592.18% |
$2.84M - $3.1M
|
23K
$3.48M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.99K+ 181.18% |
$864K - $942K
|
9.29K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.84K+ 8.31% |
$987K - $1.08M
|
89.1K
$13.5M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.45K+ 71.52% |
$353K - $385K
|
5.87K
$887K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.4K- 69.23% |
$1.93M - $2.1M
|
5.93K
$897K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
16.8K+ 24.17% |
$2.42M - $2.64M
|
86.3K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 23.98% |
$268K - $292K
|
5.88K
$889K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 21.74% |
$228K - $249K
|
5.7K
$861K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 6.23% |
$147K - $161K
|
17.4K
$2.63M
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.07KNew |
$876K - $955K
|
6.07K
$917K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-627- 8.83% |
$90.5K - $98.6K
|
6.47K
$978K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.93KNew |
$279K - $304K
|
1.93K
$292K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.2K+ 1.95% |
$11.3M - $12.3M
|
4.1M
$619M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-10.7K- 72.79% |
$1.54M - $1.68M
|
4K
$605K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
785+ 12.53% |
$113K - $123K
|
7.05K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
444+ 3.44% |
$64.1K - $69.8K
|
13.4K
$2.02M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
193+ 2.39% |
$27.9K - $30.4K
|
8.28K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
151+ 0.93% |
$21.8K - $23.8K
|
16.4K
$2.47M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.69KNew |
$388K - $423K
|
2.69K
$407K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
400New |
$57.7K - $62.9K
|
400
$60.5K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-193- 8.58% |
$27.9K - $30.4K
|
2.06K
$311K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
185+ 1.16% |
$26.7K - $29.1K
|
16.1K
$2.43M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-171- 2.53% |
$24.7K - $26.9K
|
6.59K
$997K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.7K- 5.6% |
$4.71M - $5.14M
|
550K
$83.2M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.59K+ 7.6% |
$1.1M - $1.19M
|
108K
$16.2M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 2.48% |
$6.06K - $6.61K
|
1.73K
$262K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-101- 1.24% |
$14.6K - $15.9K
|
8.07K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.03KNew |
$581K - $634K
|
4.03K
$609K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-150- 1.51% |
$21.6K - $23.6K
|
9.78K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.72K+ 59.1% |
$393K - $428K
|
7.32K
$1.11M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.55K+ 32.5% |
$223K - $244K
|
6.31K
$954K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-470- 0.48% |
$67.8K - $73.9K
|
98.3K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.75% |
$144 - $157
|
134
$20.3K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
877+ 4.38% |
$127K - $138K
|
20.9K
$3.16M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
268KNew |
$38.7M - $42.2M
|
268K
$40.6M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.4K- 6.01% |
$3.81M - $4.16M
|
413K
$62.4M
|