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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46+ 200.0% |
$6.66K - $7.34K
|
69
$14.2K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-41K- 93.27% |
$5.94M - $6.54M
|
2.96K
$609K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 31.25% |
$2.9K - $3.19K
|
44
$9.06K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
49New |
$7.1K - $7.82K
|
49
$10.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.13% |
$724 - $798
|
3.88K
$799K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
892+ 25.43% |
$129K - $142K
|
4.4K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-651- 3.33% |
$94.3K - $104K
|
18.9K
$3.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 3.23% |
$3.62K - $3.99K
|
750
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
760New |
$110K - $121K
|
760
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-112- 4.95% |
$16.2K - $17.9K
|
2.15K
$443K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-30- 7.5% |
$4.35K - $4.79K
|
370
$76.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-31- 6.65% |
$4.49K - $4.94K
|
435
$89.6K
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.57KNew |
$226K - $246K
|
1.57K
$322K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
45New |
$6.49K - $7.08K
|
45
$9.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.93KNew |
$279K - $304K
|
1.93K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-10.7K- 72.79% |
$1.54M - $1.68M
|
4K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
400New |
$57.7K - $62.9K
|
400
$82.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-193- 8.58% |
$27.9K - $30.4K
|
2.06K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
268KNew |
$38.7M - $42.2M
|
268K
$55.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.31KNew |
$478K - $521K
|
3.31K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.65KNew |
$382K - $417K
|
2.65K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.76KNew |
$543K - $592K
|
3.76K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
35New |
$5.05K - $5.51K
|
35
$7.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
21.4KNew |
$3.09M - $3.37M
|
21.4K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.56% |
$866 - $944
|
1.06K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15New |
$2.16K - $2.36K
|
15
$3.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
35.3KNew |
$5.09M - $5.55M
|
35.3K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.97K- 53.46% |
$285K - $310K
|
1.72K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
20New |
$2.89K - $3.15K
|
20
$4.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.42KNew |
$927K - $1.01M
|
6.42K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-16.7K- 87.07% |
$2.41M - $2.63M
|
2.48K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.47K- 14.04% |
$356K - $388K
|
15.1K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
92New |
$13.3K - $14.5K
|
92
$18.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.37KNew |
$342K - $373K
|
2.37K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
607+ 73.13% |
$87.6K - $95.5K
|
1.44K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
295New |
$42.6K - $46.4K
|
295
$60.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.93KNew |
$423K - $462K
|
2.93K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.41KNew |
$347K - $378K
|
2.41K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15New |
$2.16K - $2.36K
|
15
$3.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
49.2KNew |
$7.1M - $7.74M
|
49.2K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 12.5% |
$14.4K - $15.7K
|
700
$144K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.53KNew |
$221K - $241K
|
1.53K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12+ 0.45% |
$1.73K - $1.89K
|
2.66K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10KNew |
$1.45M - $1.58M
|
10K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$2.73M - $2.98M
|
18.9K
$3.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-226- 4.03% |
$32.6K - $35.6K
|
5.38K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-260- 16.48% |
$37.5K - $40.9K
|
1.32K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
550+ 5.93% |
$79.4K - $86.5K
|
9.82K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
383New |
$55.3K - $60.2K
|
383
$78.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
5.43KNew |
$783K - $853K
|
5.43K
$1.12M
|
|