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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 1.6% |
$789 - $898
|
369
$57.2K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-125- 4.73% |
$16.4K - $18.7K
|
2.52K
$390K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-462- 12.22% |
$60.8K - $69.1K
|
3.32K
$514K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.34KNew |
$439K - $500K
|
3.34K
$517K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.52K+ 2.7% |
$990K - $1.13M
|
286K
$44.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.7K+ 8.82% |
$2.86M - $3.25M
|
268K
$41.5M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-220- 22.29% |
$28.9K - $32.9K
|
767
$119K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.52K+ 3.88% |
$989K - $1.12M
|
201K
$31.2M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 0.8% |
$526 - $599
|
498
$77.2K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5New |
$658 - $748
|
5
$775
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.39KNew |
$183K - $209K
|
1.39K
$216K
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
110KNew |
$14.5M - $16.5M
|
110K
$17.1M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.14% |
$132 - $150
|
724
$112K
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-811- 10.06% |
$107K - $121K
|
7.25K
$1.12M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-187- 85.0% |
$24.6K - $28K
|
33
$5.11K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
126+ 0.39% |
$16.6K - $18.9K
|
32.1K
$4.98M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7.37K- 5.34% |
$969K - $1.1M
|
131K
$20.2M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.66K+ 99.63% |
$350K - $398K
|
5.33K
$825K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-684- 7.39% |
$90K - $102K
|
8.57K
$1.33M
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$232K
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
113+ 0.91% |
$14.9K - $16.9K
|
12.5K
$1.94M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 12.35% |
$13.2K - $15K
|
910
$141K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.89K- 45.75% |
$907K - $1.03M
|
8.17K
$1.27M
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-220- 1.35% |
$28.9K - $32.9K
|
16.1K
$2.5M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.11KNew |
$278K - $316K
|
2.11K
$327K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-430- 5.14% |
$56.6K - $64.3K
|
7.93K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-937- 7.46% |
$123K - $140K
|
11.6K
$1.8M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-706Closed |
$92.9K - $106K
|
0
$0
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
90+ 12.86% |
$11.8K - $13.5K
|
790
$122K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-363- 1.11% |
$47.8K - $54.3K
|
32.5K
$5.03M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 2000.0% |
$39.5K - $44.9K
|
315
$48.8K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25New |
$3.29K - $3.74K
|
25
$3.87K
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-70- 0.55% |
$9.21K - $10.5K
|
12.7K
$1.96M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$6.58K - $7.48K
|
50
$7.75K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 2.1% |
$14.5K - $16.5K
|
5.13K
$795K
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-80- 2.4% |
$10.5K - $12K
|
3.26K
$505K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
300+ 7.88% |
$39.5K - $44.9K
|
4.11K
$636K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$232K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
364+ 3.78% |
$47.9K - $54.5K
|
9.99K
$1.55M
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-9.46K- 34.98% |
$1.24M - $1.41M
|
17.6K
$2.72M
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 1.27% |
$13.2K - $15K
|
7.76K
$1.2M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
43New |
$5.66K - $6.43K
|
43
$6.66K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-342- 1.22% |
$45K - $51.2K
|
27.6K
$4.27M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$181K - $206K
|
1.38K
$213K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.44K+ 9.43% |
$453K - $515K
|
40K
$6.19M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.07% |
$132 - $150
|
1.53K
$237K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 4.96% |
$26.3K - $29.9K
|
4.23K
$655K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
102+ 1.59% |
$13.4K - $15.3K
|
6.53K
$1.01M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.65KNew |
$349K - $397K
|
2.65K
$411K
|