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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-6- 2.26% |
$812 - $1.13K
|
260
$53.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-3K- 23.67% |
$406K - $566K
|
9.68K
$1.99M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
78New |
$10.6K - $14.7K
|
78
$16.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$135 - $189
|
1.95K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.52KNew |
$206K - $287K
|
1.52K
$313K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.6KNew |
$216K - $302K
|
1.6K
$330K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
50+ 3.13% |
$6.77K - $9.43K
|
1.65K
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
75+ 150.0% |
$10.1K - $14.1K
|
125
$25.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$135 - $189
|
8.2K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-263- 34.29% |
$35.6K - $49.6K
|
504
$104K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.82KNew |
$381K - $531K
|
2.82K
$580K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
9.17KNew |
$1.24M - $1.73M
|
9.17K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
5.85KNew |
$791K - $1.1M
|
5.85K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95+ 1.82% |
$12.9K - $17.9K
|
5.32K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-73- 86.9% |
$9.88K - $13.8K
|
11
$2.27K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
200New |
$27.1K - $37.7K
|
200
$41.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
63+ 37.06% |
$8.52K - $11.9K
|
233
$48K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1K- 58.14% |
$135K - $189K
|
720
$148K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.3K- 47.55% |
$2.07M - $2.89M
|
16.9K
$3.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
1New |
$135 - $189
|
1
$206
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-140- 2.44% |
$18.9K - $26.4K
|
5.61K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.88K- 41.51% |
$795K - $1.11M
|
8.28K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-115- 7.26% |
$15.6K - $21.7K
|
1.47K
$303K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
15New |
$2.03K - $2.83K
|
15
$3.09K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100+ 2.43% |
$13.5K - $18.9K
|
4.21K
$867K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
412+ 22.83% |
$55.7K - $77.7K
|
2.22K
$457K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-60- 24.39% |
$8.12K - $11.3K
|
186
$38.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
38+ 16.45% |
$5.14K - $7.17K
|
269
$55.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
92New |
$12.4K - $17.4K
|
92
$18.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 100.0% |
$2.03K - $2.83K
|
30
$6.18K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-272- 90.67% |
$36.8K - $51.3K
|
28
$5.77K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-500- 7.81% |
$67.7K - $94.3K
|
5.9K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 0.59% |
$6.77K - $9.43K
|
8.4K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
24New |
$3.25K - $4.53K
|
24
$4.94K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-182- 10.95% |
$24.6K - $34.3K
|
1.48K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.2KNew |
$162K - $226K
|
1.2K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
674+ 66.4% |
$91.2K - $127K
|
1.69K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8.35KNew |
$1.13M - $1.57M
|
8.35K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
38KNew |
$5.14M - $7.17M
|
38K
$7.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-105- 2.31% |
$14.2K - $19.8K
|
4.44K
$914K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
46+ 32.39% |
$6.22K - $8.68K
|
188
$38.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
181KNew |
$24.5M - $34.1M
|
181K
$37.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
209New |
$28.3K - $39.4K
|
209
$43K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 27.93% |
$6.77K - $9.43K
|
229
$47.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.89% |
$677 - $943
|
567
$117K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
300+ 21.96% |
$40.6K - $56.6K
|
1.67K
$343K
|
|
| Q1 2025 | |||||||
|
Nov 14, 2025
Q1 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-22.8KClosed |
$3.31M - $3.64M
|
0
$0
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
192+ 11.1% |
$27.8K - $30.6K
|
1.92K
$396K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-371- 15.26% |
$53.7K - $59.2K
|
2.06K
$424K
|
|