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 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
542+ 6.07% |
$100K - $113K
|
9.47K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.21KNew |
$224K - $253K
|
1.21K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-431- 1.64% |
$79.6K - $90.2K
|
25.9K
$5.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3+ 0.22% |
$554 - $628
|
1.34K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.15% |
$185 - $209
|
662
$136K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.62K- 25.02% |
$299K - $338K
|
4.84K
$998K
|
|
|
Oct 22, 2025
Q3 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
228+ 9.03% |
$42.1K - $47.7K
|
2.75K
$567K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1New |
$185 - $209
|
1
$206
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.53K- 14.2% |
$652K - $738K
|
21.3K
$4.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7K- 22.92% |
$1.29M - $1.46M
|
23.5K
$4.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.56KNew |
$288K - $326K
|
1.56K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.46% |
$554 - $628
|
658
$136K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
892+ 9.56% |
$165K - $187K
|
10.2K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.5KNew |
$6.19M - $7.02M
|
33.5K
$6.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
28+ 2.71% |
$5.17K - $5.86K
|
1.06K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.05% |
$185 - $209
|
1.98K
$408K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.4KNew |
$3.03M - $3.43M
|
16.4K
$3.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
192+ 3.58% |
$35.5K - $40.2K
|
5.55K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.41K+ 37.09% |
$260K - $294K
|
5.2K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 34.6% |
$28.6K - $32.4K
|
603
$124K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.13K+ 57.15% |
$1.13M - $1.28M
|
16.9K
$3.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
13.2KNew |
$2.44M - $2.76M
|
13.2K
$2.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-32- 0.4% |
$5.91K - $6.7K
|
7.93K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-50- 2.41% |
$9.24K - $10.5K
|
2.03K
$417K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-146- 10.75% |
$27K - $30.6K
|
1.21K
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-640- 39.02% |
$118K - $134K
|
1K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.91KNew |
$908K - $1.03M
|
4.91K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-102- 0.78% |
$18.8K - $21.3K
|
13K
$2.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
698+ 11.94% |
$129K - $146K
|
6.55K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.01KNew |
$187K - $212K
|
1.01K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.06% |
$554 - $628
|
5.39K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7+ 15.22% |
$1.29K - $1.46K
|
53
$10.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8- 0.29% |
$1.48K - $1.67K
|
2.77K
$570K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
158KNew |
$29.2M - $33.1M
|
158K
$32.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.3K+ 22.59% |
$425K - $482K
|
12.5K
$2.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
132New |
$24.4K - $27.6K
|
132
$27.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
109KNew |
$20.1M - $22.8M
|
109K
$22.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
878New |
$162K - $184K
|
878
$181K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.13% |
$369 - $419
|
1.5K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
425+ 5.46% |
$78.5K - $88.9K
|
8.21K
$1.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-209- 1.41% |
$38.6K - $43.7K
|
14.6K
$3.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
104+ 1.26% |
$19.2K - $21.8K
|
8.33K
$1.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 4.43% |
$1.66K - $1.88K
|
212
$43.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 1.2% |
$185 - $209
|
84
$17.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1- 0.08% |
$185 - $209
|
1.19K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-105- 0.49% |
$19.4K - $22K
|
21.2K
$4.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
142New |
$26.2K - $29.7K
|
142
$29.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-120- 1.12% |
$22.2K - $25.1K
|
10.6K
$2.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.31KNew |
$1.17M - $1.32M
|
6.31K
$1.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$185 - $209
|
10.4K
$2.14M
|
|