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 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 10.93% |
$18.5K - $20.9K
|
815
$168K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-71- 1.86% |
$13.1K - $14.9K
|
3.76K
$773K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-50- 2.17% |
$9.24K - $10.5K
|
2.26K
$465K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
264+ 2.73% |
$48.8K - $55.2K
|
9.94K
$2.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-65- 2.83% |
$12K - $13.6K
|
2.23K
$459K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.4KNew |
$259K - $293K
|
1.4K
$288K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.97K+ 30.08% |
$918K - $1.04M
|
21.5K
$4.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
976+ 5.28% |
$180K - $204K
|
19.5K
$4.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-329- 2.07% |
$60.8K - $68.8K
|
15.6K
$3.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.27K- 4.2% |
$418K - $474K
|
51.6K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 33.33% |
$92.4K - $105K
|
2K
$412K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
38+ 5.54% |
$7.02K - $7.95K
|
724
$149K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
916+ 29.78% |
$169K - $192K
|
3.99K
$822K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.07K+ 40.2% |
$567K - $642K
|
10.7K
$2.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-4.37K- 26.19% |
$806K - $913K
|
12.3K
$2.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.28KNew |
$236K - $267K
|
1.28K
$263K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-15- 0.5% |
$2.77K - $3.14K
|
2.99K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1- 0.09% |
$185 - $209
|
1.14K
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-977- 28.97% |
$180K - $204K
|
2.4K
$493K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-851- 11.5% |
$157K - $178K
|
6.55K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-814- 8.86% |
$150K - $170K
|
8.37K
$1.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
410K+ 1470.8% |
$75.7M - $85.7M
|
437K
$90.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.44KNew |
$451K - $511K
|
2.44K
$503K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.01K- 17.92% |
$925K - $1.05M
|
22.9K
$4.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 685.51% |
$2.64M - $2.99M
|
16.4K
$3.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
275+ 91.67% |
$50.8K - $57.5K
|
575
$118K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
7.13K+ 197.78% |
$1.32M - $1.49M
|
10.7K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-123- 14.07% |
$22.7K - $25.7K
|
751
$155K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
140+ 233.33% |
$25.9K - $29.3K
|
200
$41.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.2K- 4.78% |
$222K - $251K
|
23.9K
$4.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
983New |
$182K - $206K
|
983
$202K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69+ 6.21% |
$12.7K - $14.4K
|
1.18K
$243K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$2.17M - $2.46M
|
11.7K
$2.42M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.6K+ 378.34% |
$1.4M - $1.59M
|
9.61K
$1.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-77- 1.87% |
$14.2K - $16.1K
|
4.04K
$831K
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-2.6K- 3.87% |
$480K - $544K
|
64.5K
$13.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
71+ 3.29% |
$13.1K - $14.9K
|
2.23K
$459K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
19+ 1.04% |
$3.51K - $3.98K
|
1.84K
$380K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
840+ 34.7% |
$155K - $176K
|
3.26K
$672K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.4KNew |
$628K - $711K
|
3.4K
$700K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
45+ 14.06% |
$8.31K - $9.42K
|
365
$75.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
7.33KNew |
$1.35M - $1.53M
|
7.33K
$1.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.1KNew |
$202K - $229K
|
1.1K
$226K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.19K+ 4.47% |
$221K - $250K
|
27.9K
$5.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
1.11KNew |
$205K - $232K
|
1.11K
$228K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
4.74K+ 25.29% |
$876K - $992K
|
23.5K
$4.84M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-149- 6.72% |
$27.5K - $31.2K
|
2.07K
$426K
|
|
| Q2 2025 | |||||||
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
620+ 5.62% |
$83.9K - $117K
|
11.6K
$2.4M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 7.76% |
$3.98M - $5.55M
|
409K
$84.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
188New |
$25.4K - $35.5K
|
188
$38.7K
|
|