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 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
|
|
|
Oct 29, 2025
Q3 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
31+ 0.85% |
$5.73K - $6.49K
|
3.68K
$758K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.31K- 16.93% |
$1.35M - $1.53M
|
35.9K
$7.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-590- 26.98% |
$109K - $123K
|
1.6K
$329K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3New |
$554 - $628
|
3
$618
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
369+ 6.94% |
$68.2K - $77.2K
|
5.69K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.09KNew |
$756K - $856K
|
4.09K
$842K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.2K+ 33.76% |
$221K - $250K
|
4.74K
$976K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 2.22% |
$9.24K - $10.5K
|
2.21K
$454K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
400New |
$73.9K - $83.7K
|
400
$82.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.17KNew |
$400K - $454K
|
2.17K
$446K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
801+ 33.11% |
$148K - $168K
|
3.22K
$663K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.73K+ 31.29% |
$873K - $989K
|
19.8K
$4.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.3KNew |
$239K - $271K
|
1.3K
$267K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
PUT |
2.99KNew |
$552K - $625K
|
2.99K
$615K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-184- 24.47% |
$34K - $38.5K
|
568
$117K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.4K+ 15.38% |
$259K - $293K
|
10.5K
$2.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
209New |
$38.6K - $43.7K
|
209
$43K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-243- 2.41% |
$44.9K - $50.9K
|
9.84K
$2.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
20.8K+ 24.68% |
$3.85M - $4.36M
|
105K
$21.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.21KNew |
$778K - $881K
|
4.21K
$867K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
5.55KNew |
$1.03M - $1.16M
|
5.55K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46+ 37.4% |
$8.5K - $9.63K
|
169
$34.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
25.2KNew |
$4.66M - $5.28M
|
25.2K
$5.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.36K- 2.17% |
$436K - $493K
|
106K
$21.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
213K+ 389.83% |
$39.4M - $44.6M
|
268K
$55.2M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
35New |
$6.47K - $7.32K
|
35
$7.21K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
285+ 309.78% |
$52.6K - $59.6K
|
377
$77.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
53+ 0.93% |
$9.79K - $11.1K
|
5.75K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-526- 89.3% |
$97.2K - $110K
|
63
$13K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-17- 0.5% |
$3.14K - $3.56K
|
3.37K
$693K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
19New |
$3.51K - $3.98K
|
19
$3.91K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.66K+ 32.09% |
$1.6M - $1.81M
|
35.7K
$7.34M
|
|