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 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
62+ 1.58% |
$11.5K - $13K
|
3.99K
$822K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
100+ 3.7% |
$18.5K - $20.9K
|
2.8K
$577K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.1KNew |
$941K - $1.07M
|
5.1K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.91KNew |
$1.09M - $1.24M
|
5.91K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-36- 0.51% |
$6.65K - $7.53K
|
7.02K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
5.01K+ 24.57% |
$925K - $1.05M
|
25.4K
$5.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
198+ 7.36% |
$36.6K - $41.4K
|
2.89K
$595K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-19- 0.36% |
$3.51K - $3.98K
|
5.32K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.44KNew |
$266K - $302K
|
1.44K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-1.94K- 6.81% |
$358K - $406K
|
26.5K
$5.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.15K+ 4.45% |
$212K - $240K
|
26.9K
$5.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
3.69KNew |
$681K - $772K
|
3.69K
$760K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-3- 0.08% |
$554 - $628
|
3.61K
$744K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$185 - $209
|
4.96K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.01K+ 43.69% |
$925K - $1.05M
|
16.5K
$3.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
25.1KNew |
$4.63M - $5.24M
|
25.1K
$5.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
25KNew |
$4.62M - $5.23M
|
25K
$5.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
339+ 2.37% |
$62.6K - $70.9K
|
14.6K
$3.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.29% |
$739 - $837
|
1.39K
$287K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
29+ 1.63% |
$5.36K - $6.07K
|
1.81K
$373K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
22KNew |
$4.06M - $4.59M
|
22K
$4.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-158- 0.67% |
$29.2K - $33.1K
|
23.6K
$4.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.71K+ 46.75% |
$686K - $777K
|
11.7K
$2.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.83K- 7.95% |
$338K - $382K
|
21.1K
$4.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.86K- 35.15% |
$528K - $598K
|
5.28K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.57K+ 1670.21% |
$290K - $329K
|
1.66K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.88K+ 94.62% |
$348K - $394K
|
3.87K
$797K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
712+ 66.48% |
$132K - $149K
|
1.78K
$367K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
276+ 11.56% |
$51K - $57.8K
|
2.66K
$549K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.25K+ 41.17% |
$601K - $681K
|
11.2K
$2.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
962New |
$178K - $201K
|
962
$198K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.3K+ 25.18% |
$240K - $272K
|
6.46K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
300New |
$55.4K - $62.8K
|
300
$61.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
35New |
$6.47K - $7.32K
|
35
$7.21K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
11+ 0.36% |
$2.03K - $2.3K
|
3.05K
$628K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
72+ 6.61% |
$13.3K - $15.1K
|
1.16K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-32- 1.22% |
$5.91K - $6.7K
|
2.58K
$532K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$191K - $216K
|
1.03K
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.88K- 30.25% |
$716K - $811K
|
8.94K
$1.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.51KNew |
$279K - $317K
|
1.51K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
255New |
$47.1K - $53.4K
|
255
$52.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.9K+ 28.26% |
$15.9M - $18M
|
390K
$80.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.25KNew |
$231K - $262K
|
1.25K
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.8K- 24.94% |
$333K - $377K
|
5.42K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-14- 0.66% |
$2.59K - $2.93K
|
2.11K
$434K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
167+ 13.07% |
$30.8K - $34.9K
|
1.45K
$298K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.42K- 37.58% |
$261K - $296K
|
2.35K
$484K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.84K+ 49.77% |
$525K - $594K
|
8.55K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-512- 11.97% |
$94.6K - $107K
|
3.76K
$775K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-167- 5.41% |
$30.8K - $34.9K
|
2.92K
$602K
|
|