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 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
113+ 0.91% |
$14.9K - $16.9K
|
12.5K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 12.35% |
$13.2K - $15K
|
910
$143K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.89K- 45.75% |
$907K - $1.03M
|
8.17K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.11KNew |
$278K - $316K
|
2.11K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-430- 5.14% |
$56.6K - $64.3K
|
7.93K
$1.25M
|
|
|
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
$124K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-363- 1.11% |
$47.8K - $54.3K
|
32.5K
$5.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
300+ 2000.0% |
$39.5K - $44.9K
|
315
$49.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25New |
$3.29K - $3.74K
|
25
$3.93K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$6.58K - $7.48K
|
50
$7.87K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-110- 2.1% |
$14.5K - $16.5K
|
5.13K
$807K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-80- 2.4% |
$10.5K - $12K
|
3.26K
$513K
|
|
|
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
$236K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
364+ 3.78% |
$47.9K - $54.5K
|
9.99K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-9.46K- 34.98% |
$1.24M - $1.41M
|
17.6K
$2.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
43New |
$5.66K - $6.43K
|
43
$6.76K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$181K - $206K
|
1.38K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.07% |
$132 - $150
|
1.53K
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
102+ 1.59% |
$13.4K - $15.3K
|
6.53K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.65KNew |
$349K - $397K
|
2.65K
$417K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.81KNew |
$238K - $271K
|
1.81K
$284K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9KNew |
$1.56M - $1.78M
|
11.9K
$1.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-21- 1.03% |
$2.76K - $3.14K
|
2.03K
$319K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.42KNew |
$187K - $213K
|
1.42K
$224K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-100- 6.48% |
$13.2K - $15K
|
1.44K
$227K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-60- 12.0% |
$7.89K - $8.98K
|
440
$69.2K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.31% |
$127 - $137
|
321
$50.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.05% |
$127 - $137
|
1.99K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-87- 5.38% |
$11.1K - $12K
|
1.53K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.05K- 15.68% |
$133K - $144K
|
5.65K
$889K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.22KNew |
$409K - $442K
|
3.22K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
5.26KNew |
$668K - $722K
|
5.26K
$827K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-925- 11.67% |
$118K - $127K
|
7K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.66K- 46.26% |
$466K - $503K
|
4.26K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-56- 6.74% |
$7.11K - $7.69K
|
775
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.31KNew |
$420K - $454K
|
3.31K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.86KNew |
$617K - $667K
|
4.86K
$764K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
92New |
$11.7K - $12.6K
|
92
$14.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
2.33KNew |
$295K - $319K
|
2.33K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.15K+ 54.76% |
$146K - $158K
|
3.25K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2K- 2.16% |
$254K - $275K
|
90.8K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-867- 34.88% |
$110K - $119K
|
1.62K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
199+ 11.15% |
$25.3K - $27.3K
|
1.98K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
199New |
$25.3K - $27.3K
|
199
$31.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
35.7KNew |
$4.54M - $4.91M
|
35.7K
$5.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-317- 38.52% |
$40.3K - $43.6K
|
506
$79.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
45+ 1.06% |
$5.72K - $6.18K
|
4.31K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
403+ 2878.57% |
$51.2K - $55.4K
|
417
$65.6K
|
|