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 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 6.78% |
$6.84K - $7.78K
|
819
$125K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.57KNew |
$338K - $385K
|
2.57K
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.5% |
$132 - $150
|
203
$31.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
140+ 3.64% |
$18.4K - $20.9K
|
3.98K
$610K
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
13.2KNew |
$1.74M - $1.98M
|
13.2K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-217- 2.94% |
$28.6K - $32.5K
|
7.16K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$2.89K - $3.29K
|
22
$3.37K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-12- 0.53% |
$1.58K - $1.8K
|
2.26K
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.87KNew |
$246K - $280K
|
1.87K
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
12.3KNew |
$1.62M - $1.84M
|
12.3K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
409+ 5.02% |
$53.8K - $61.2K
|
8.56K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-145- 3.94% |
$19.1K - $21.7K
|
3.53K
$541K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.47KNew |
$194K - $220K
|
1.47K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.29K- 47.11% |
$170K - $194K
|
1.45K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 1.11% |
$132 - $150
|
91
$13.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
10+ 0.34% |
$1.32K - $1.5K
|
2.99K
$458K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.2K+ 10.31% |
$158K - $180K
|
12.8K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.06KNew |
$139K - $158K
|
1.06K
$162K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
600+ 6.0% |
$78.9K - $89.8K
|
10.6K
$1.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.49KNew |
$196K - $223K
|
1.49K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.02KNew |
$1.06M - $1.2M
|
8.02K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$198K - $225K
|
1.51K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.34KNew |
$177K - $201K
|
1.34K
$206K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
75+ 29.07% |
$9.87K - $11.2K
|
333
$51K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.45K- 31.63% |
$191K - $217K
|
3.13K
$480K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.04K- 2.73% |
$137K - $156K
|
37.1K
$5.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.18% |
$132 - $150
|
545
$83.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-82- 62.12% |
$10.8K - $12.3K
|
50
$7.66K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-33- 0.23% |
$4.34K - $4.94K
|
14.5K
$2.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 0.96% |
$526 - $599
|
412
$63.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.4KNew |
$184K - $209K
|
1.4K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-204- 5.5% |
$26.8K - $30.5K
|
3.51K
$537K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
740New |
$97.4K - $111K
|
740
$113K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 14.29% |
$2.5K - $2.84K
|
152
$23.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15+ 4.76% |
$1.97K - $2.24K
|
330
$50.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.34KNew |
$439K - $500K
|
3.34K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.7K+ 8.82% |
$2.86M - $3.25M
|
268K
$41.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-220- 22.29% |
$28.9K - $32.9K
|
767
$118K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.52K+ 3.88% |
$989K - $1.12M
|
201K
$30.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 0.8% |
$526 - $599
|
498
$76.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5New |
$658 - $748
|
5
$766
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.39KNew |
$183K - $209K
|
1.39K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
110KNew |
$14.5M - $16.5M
|
110K
$16.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-811- 10.06% |
$107K - $121K
|
7.25K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-187- 85.0% |
$24.6K - $28K
|
33
$5.06K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
126+ 0.39% |
$16.6K - $18.9K
|
32.1K
$4.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.11KNew |
$278K - $316K
|
2.11K
$323K
|
|
|
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
$121K
|