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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.62KNew |
$206K - $223K
|
1.62K
$334K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-200- 2.83% |
$25.4K - $27.5K
|
6.87K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
879New |
$112K - $121K
|
879
$181K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
870New |
$111K - $120K
|
870
$179K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
201New |
$25.5K - $27.6K
|
201
$41.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-335- 15.82% |
$42.6K - $46K
|
1.78K
$367K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-70- 7.07% |
$8.89K - $9.62K
|
920
$189K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-200- 2.52% |
$25.4K - $27.5K
|
7.74K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
175+ 3.32% |
$22.2K - $24K
|
5.45K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.56KNew |
$199K - $215K
|
1.56K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-534- 19.28% |
$67.8K - $73.4K
|
2.24K
$460K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.37K+ 171.04% |
$174K - $188K
|
2.17K
$447K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
210+ 567.57% |
$26.7K - $28.9K
|
247
$50.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
480New |
$61K - $65.9K
|
480
$98.9K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 39.22% |
$4.77K - $5.28K
|
62
$12.8K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-21- 10.94% |
$2.51K - $2.77K
|
171
$35.2K
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
13.5KNew |
$1.61M - $1.78M
|
13.5K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-348- 13.52% |
$41.5K - $45.9K
|
2.23K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-166- 7.71% |
$19.8K - $21.9K
|
1.99K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 59.58% |
$361K - $399K
|
8.09K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
350New |
$41.8K - $46.2K
|
350
$72.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.5K- 22.05% |
$3.52M - $3.89M
|
104K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13K- 13.27% |
$1.55M - $1.72M
|
85.1K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
175New |
$20.9K - $23.1K
|
175
$36K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15.3K- 38.0% |
$1.83M - $2.02M
|
25K
$5.15M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
408New |
$48.7K - $53.8K
|
408
$84K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
404New |
$48.2K - $53.3K
|
404
$83.2K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11+ 0.27% |
$1.31K - $1.45K
|
4.02K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
30New |
$3.58K - $3.96K
|
30
$6.18K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4KNew |
$477K - $528K
|
4K
$824K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.41KNew |
$288K - $318K
|
2.41K
$497K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.75KNew |
$805K - $890K
|
6.75K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
32New |
$3.82K - $4.22K
|
32
$6.59K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
487+ 11.05% |
$58.1K - $64.2K
|
4.89K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
625+ 2.68% |
$74.6K - $82.5K
|
24K
$4.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.78KNew |
$1.05M - $1.16M
|
8.78K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-185- 90.69% |
$22.1K - $24.4K
|
19
$3.91K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-4- 5.56% |
$477 - $528
|
68
$14K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.47% |
$239 - $264
|
428
$88.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.8KNew |
$931K - $1.03M
|
7.8K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
29.4KNew |
$3.51M - $3.88M
|
29.4K
$6.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
700+ 26.92% |
$83.5K - $92.4K
|
3.3K
$680K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
67+ 1340.0% |
$7.99K - $8.84K
|
72
$14.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8New |
$954 - $1.06K
|
8
$1.65K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.31K- 6.66% |
$157K - $173K
|
18.4K
$3.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-98- 4.5% |
$11.7K - $12.9K
|
2.08K
$428K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
210+ 7.49% |
$25.1K - $27.7K
|
3.02K
$621K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
115New |
$13.7K - $15.2K
|
115
$23.7K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 7.08% |
$954 - $1.06K
|
105
$21.6K
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.8K- 45.51% |
$185K - $228K
|
2.15K
$443K
|
|