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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-144- 5.69% |
$20.8K - $22.7K
|
2.39K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.75K- 42.18% |
$830K - $905K
|
7.88K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.86K+ 9.77% |
$268K - $292K
|
20.9K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4.87K- 12.86% |
$703K - $766K
|
33K
$5.17M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-390- 19.3% |
$56.3K - $61.4K
|
1.63K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 45.45% |
$2.89K - $3.15K
|
64
$10K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
329+ 39.26% |
$47.5K - $51.8K
|
1.17K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
164+ 273.33% |
$23.7K - $25.8K
|
224
$35.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
53+ 1.83% |
$7.65K - $8.34K
|
2.94K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
109+ 0.47% |
$15.7K - $17.1K
|
23.1K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-458- 6.96% |
$66.1K - $72K
|
6.12K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-339- 5.94% |
$48.9K - $53.3K
|
5.36K
$841K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11KNew |
$1.58M - $1.72M
|
11K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 22.41% |
$161K - $176K
|
3.87K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-44- 2.99% |
$6.35K - $6.92K
|
1.43K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
88+ 3.41% |
$12.7K - $13.8K
|
2.67K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
152+ 5.55% |
$21.9K - $23.9K
|
2.89K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4+ 0.08% |
$577 - $629
|
4.85K
$760K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.16K+ 36.54% |
$311K - $339K
|
8.06K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.12K+ 3.79% |
$162K - $176K
|
30.7K
$4.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-94- 0.85% |
$13.6K - $14.8K
|
10.9K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-11- 3.97% |
$1.59K - $1.73K
|
266
$41.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
41.2K+ 347.25% |
$5.95M - $6.48M
|
53.1K
$8.32M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.97KNew |
$573K - $625K
|
3.97K
$623K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
45+ 0.33% |
$6.49K - $7.08K
|
13.7K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-47- 3.3% |
$6.78K - $7.39K
|
1.38K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$271K - $296K
|
1.88K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.41% |
$144 - $157
|
244
$38.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.92K+ 75.28% |
$422K - $460K
|
6.81K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
536+ 8.76% |
$77.4K - $84.3K
|
6.66K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
100New |
$14.4K - $15.7K
|
100
$15.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.59KNew |
$229K - $250K
|
1.59K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-551- 83.48% |
$79.5K - $86.7K
|
109
$17.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
49+ 2.8% |
$7.07K - $7.71K
|
1.8K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.38KNew |
$343K - $374K
|
2.38K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.4K+ 82.89% |
$201K - $219K
|
3.08K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
265+ 5.51% |
$38.2K - $41.7K
|
5.07K
$795K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.04% |
$289 - $315
|
5.38K
$843K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
318+ 17.05% |
$45.9K - $50K
|
2.18K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.09% |
$577 - $629
|
4.39K
$688K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.91KNew |
$275K - $300K
|
1.91K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
308+ 4.11% |
$44.4K - $48.5K
|
7.8K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.08% |
$289 - $315
|
2.37K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
336+ 18.45% |
$48.5K - $52.9K
|
2.16K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 43.77% |
$247K - $269K
|
2.2K
$345K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.29% |
$2.74K - $2.99K
|
6.49K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-128- 7.54% |
$18.5K - $20.1K
|
1.57K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
99New |
$14.3K - $15.6K
|
99
$15.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-718- 13.65% |
$104K - $113K
|
4.54K
$712K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-308- 14.23% |
$44.4K - $48.5K
|
1.86K
$291K
|