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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.1K+ 47.08% |
$573K - $649K
|
9.68K
$1.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-873- 43.89% |
$161K - $183K
|
1.12K
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.08% |
$185 - $209
|
1.22K
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-107- 25.3% |
$19.8K - $22.4K
|
316
$65.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
167KNew |
$30.8M - $34.9M
|
167K
$34.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4+ 0.12% |
$739 - $837
|
3.22K
$663K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
145+ 172.62% |
$26.8K - $30.3K
|
229
$47.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
52New |
$9.61K - $10.9K
|
52
$10.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
4.45KNew |
$821K - $930K
|
4.45K
$916K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.11% |
$554 - $628
|
2.79K
$574K
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.24K- 4.91% |
$413K - $468K
|
43.3K
$8.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
200+ 2.51% |
$36.9K - $41.9K
|
8.17K
$1.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.58K- 13.79% |
$292K - $331K
|
9.89K
$2.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
90+ 7.92% |
$16.6K - $18.8K
|
1.23K
$252K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
189+ 6.13% |
$34.9K - $39.6K
|
3.27K
$674K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.54KNew |
$284K - $322K
|
1.54K
$317K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-236- 1.79% |
$43.6K - $49.4K
|
12.9K
$2.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
99+ 3.82% |
$18.3K - $20.7K
|
2.69K
$554K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$195K - $221K
|
1.05K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
666+ 8.32% |
$123K - $139K
|
8.68K
$1.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
42.1KNew |
$7.78M - $8.82M
|
42.1K
$8.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
41.6K+ 2985.16% |
$7.69M - $8.71M
|
43K
$8.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
944+ 11.65% |
$174K - $198K
|
9.05K
$1.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
11+ 0.12% |
$2.03K - $2.3K
|
9.01K
$1.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.76K+ 53.84% |
$1.06M - $1.21M
|
16.5K
$3.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.29KNew |
$238K - $270K
|
1.29K
$266K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13.8K+ 25600.0% |
$2.55M - $2.89M
|
13.9K
$2.86M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.67K+ 93.77% |
$862K - $976K
|
9.64K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11+ 0.31% |
$2.03K - $2.3K
|
3.59K
$740K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.1KNew |
$202K - $229K
|
1.1K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.39K+ 181.83% |
$1.73M - $1.96M
|
14.5K
$3M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
742+ 46.32% |
$137K - $155K
|
2.34K
$483K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
517+ 17.63% |
$95.5K - $108K
|
3.45K
$710K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-253- 1.87% |
$46.7K - $52.9K
|
13.3K
$2.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-230- 4.8% |
$42.5K - $48.1K
|
4.56K
$938K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-598- 12.36% |
$110K - $125K
|
4.24K
$874K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.69KNew |
$865K - $980K
|
4.69K
$965K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
76+ 2.78% |
$14K - $15.9K
|
2.81K
$578K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
23+ 0.51% |
$4.25K - $4.81K
|
4.55K
$937K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.72KNew |
$873K - $989K
|
4.72K
$973K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.4K+ 6433.04% |
$1.37M - $1.55M
|
7.51K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
1.58KNew |
$291K - $330K
|
1.58K
$324K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
891+ 22.89% |
$165K - $186K
|
4.78K
$985K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
398K+ 9026.7% |
$73.5M - $83.3M
|
402K
$82.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-2- 0.1% |
$369 - $419
|
2.06K
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-84- 3.51% |
$15.5K - $17.6K
|
2.31K
$475K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.08K+ 66.44% |
$199K - $225K
|
2.7K
$556K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.27% |
$369 - $419
|
730
$150K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8- 2.9% |
$1.48K - $1.67K
|
268
$55.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-8.07K- 39.65% |
$1.49M - $1.69M
|
12.3K
$2.53M
|
|