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 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-73- 6.96% |
$15K - $16K
|
976
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.22KNew |
$250K - $267K
|
1.22K
$251K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.62% |
$5.33K - $5.69K
|
1.63K
$336K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-199- 9.56% |
$40.8K - $43.6K
|
1.88K
$388K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3- 0.12% |
$615 - $657
|
2.48K
$510K
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
13.1KNew |
$2.69M - $2.88M
|
13.1K
$2.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
102KNew |
$20.9M - $22.3M
|
102K
$21M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-133- 11.14% |
$27.3K - $29.1K
|
1.06K
$219K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
296+ 2.33% |
$60.7K - $64.8K
|
13K
$2.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
189+ 3.43% |
$38.8K - $41.4K
|
5.69K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.12% |
$410 - $438
|
1.72K
$354K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-43- 0.93% |
$8.82K - $9.41K
|
4.56K
$940K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-233- 17.4% |
$47.8K - $51K
|
1.11K
$228K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 1.69% |
$4.1K - $4.38K
|
1.2K
$248K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
519+ 13.92% |
$106K - $114K
|
4.25K
$875K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 0.95% |
$3.49K - $3.72K
|
1.8K
$370K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.47K+ 177.74% |
$712K - $760K
|
5.43K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
465+ 19.51% |
$95.3K - $102K
|
2.85K
$587K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-29- 1.03% |
$5.95K - $6.35K
|
2.78K
$573K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 757.85% |
$2.21M - $2.36M
|
12.2K
$2.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-225- 1.97% |
$46.1K - $49.3K
|
11.2K
$2.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 37.67% |
$324K - $346K
|
5.77K
$1.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-3.12K- 68.53% |
$640K - $683K
|
1.43K
$295K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.1% |
$410 - $438
|
1.97K
$405K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.22K+ 2.39% |
$249K - $266K
|
52K
$10.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
38+ 0.92% |
$7.79K - $8.32K
|
4.15K
$854K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.29KNew |
$263K - $281K
|
1.29K
$265K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
470+ 23.48% |
$96.4K - $103K
|
2.47K
$509K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.91K+ 1.84% |
$1.83M - $1.95M
|
492K
$101M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
247New |
$50.6K - $54.1K
|
247
$50.9K
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1+ 0.78% |
$185 - $209
|
130
$26.8K
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
17.2KNew |
$3.17M - $3.6M
|
17.2K
$3.54M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
382+ 1.77% |
$70.6K - $79.9K
|
22K
$4.53M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-14- 6.54% |
$2.59K - $2.93K
|
200
$41.2K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
562New |
$104K - $118K
|
562
$116K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9- 0.52% |
$1.66K - $1.88K
|
1.73K
$356K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.99KNew |
$367K - $416K
|
1.99K
$409K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.72K+ 5.27% |
$1.06M - $1.2M
|
114K
$23.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-252- 2.61% |
$46.6K - $52.7K
|
9.39K
$1.93M
|
|
|
Nov 25, 2025
Q3 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
25+ 1.33% |
$4.62K - $5.23K
|
1.91K
$393K
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-50- 2.33% |
$9.24K - $10.5K
|
2.1K
$432K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.12K- 28.05% |
$577K - $653K
|
8.01K
$1.65M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-230- 7.24% |
$42.5K - $48.1K
|
2.95K
$607K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
12.7KNew |
$2.35M - $2.66M
|
12.7K
$2.62M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.23KNew |
$227K - $257K
|
1.23K
$253K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
884+ 13.76% |
$163K - $185K
|
7.31K
$1.51M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.59K+ 33.48% |
$478K - $541K
|
10.3K
$2.12M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-840- 5.59% |
$155K - $176K
|
14.2K
$2.92M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.01KNew |
$187K - $211K
|
1.01K
$208K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
60+ 3.41% |
$11.1K - $12.6K
|
1.82K
$375K
|
|