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 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.2KNew |
$656K - $700K
|
3.2K
$659K
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.15K+ 6.61% |
$236K - $252K
|
18.6K
$3.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18- 1.47% |
$3.69K - $3.94K
|
1.21K
$249K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.38K- 7.66% |
$283K - $302K
|
16.6K
$3.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
909New |
$186K - $199K
|
909
$187K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-210- 11.32% |
$43.1K - $46K
|
1.65K
$339K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
100+ 5.08% |
$20.5K - $21.9K
|
2.07K
$426K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
187+ 2.01% |
$38.3K - $40.9K
|
9.5K
$1.96M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-46- 0.61% |
$9.43K - $10.1K
|
7.5K
$1.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-262- 3.17% |
$53.7K - $57.4K
|
8.01K
$1.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
340+ 7.54% |
$69.7K - $74.4K
|
4.85K
$999K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.29K+ 6.49% |
$470K - $502K
|
37.6K
$7.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
570+ 16.71% |
$117K - $125K
|
3.98K
$820K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
8.1KNew |
$1.66M - $1.77M
|
8.1K
$1.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.34K+ 18.9% |
$686K - $732K
|
21K
$4.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
300+ 10.7% |
$61.5K - $65.7K
|
3.11K
$639K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-21- 1.73% |
$4.31K - $4.6K
|
1.19K
$245K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-100- 23.53% |
$20.5K - $21.9K
|
325
$66.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
30+ 1.32% |
$6.15K - $6.57K
|
2.3K
$474K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
75+ 5.2% |
$15.4K - $16.4K
|
1.52K
$313K
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-3.78K- 15.86% |
$775K - $827K
|
20K
$4.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-73- 0.75% |
$15K - $16K
|
9.68K
$1.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-92- 3.03% |
$18.9K - $20.1K
|
2.94K
$606K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-169- 8.85% |
$34.7K - $37K
|
1.74K
$359K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-130- 47.27% |
$26.7K - $28.5K
|
145
$29.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
243New |
$49.8K - $53.2K
|
243
$50K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
6+ 0.4% |
$1.23K - $1.31K
|
1.5K
$308K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
525+ 14.08% |
$108K - $115K
|
4.25K
$876K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-29- 0.8% |
$5.95K - $6.35K
|
3.6K
$742K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
113New |
$23.2K - $24.7K
|
113
$23.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
118+ 302.56% |
$24.2K - $25.8K
|
157
$32.3K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
29+ 0.35% |
$5.95K - $6.35K
|
8.39K
$1.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.22K+ 21.48% |
$250K - $267K
|
6.9K
$1.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-67- 6.64% |
$13.7K - $14.7K
|
942
$194K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
466+ 1.89% |
$95.5K - $102K
|
25.1K
$5.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
323+ 1.4% |
$66.2K - $70.7K
|
23.4K
$4.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.18K+ 28.66% |
$447K - $477K
|
9.78K
$2.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.99KNew |
$612K - $654K
|
2.99K
$615K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
666+ 4.56% |
$137K - $146K
|
15.3K
$3.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.92K- 25.64% |
$804K - $859K
|
11.4K
$2.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 9.36% |
$283K - $302K
|
13.4K
$2.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
600+ 25.83% |
$123K - $131K
|
2.92K
$602K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-47- 49.47% |
$9.64K - $10.3K
|
48
$9.89K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-334- 3.57% |
$68.5K - $73.1K
|
9.01K
$1.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.83K- 70.31% |
$991K - $1.06M
|
2.04K
$420K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
950New |
$195K - $208K
|
950
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
787+ 12.99% |
$161K - $172K
|
6.84K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
198+ 5.58% |
$40.6K - $43.3K
|
3.75K
$772K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
473+ 40.6% |
$97K - $104K
|
1.64K
$337K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
575+ 16.92% |
$118K - $126K
|
3.97K
$818K
|
|