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 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-292Closed |
$26K - $31K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 22, 2024
Q4 2020
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.9KClosed |
$291K - $378K
|
0
$0
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
885+ 100.0% |
$66.1K - $85.8K
|
1.77K
$274K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
235+ 100.0% |
$17.6K - $22.8K
|
470
$72.8K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400New |
$29.9K - $38.8K
|
400
$62K
|
|
|
May 14, 2021
Q4 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-165Closed |
$12.3K - $16K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-100Closed |
$7.47K - $9.69K
|
0
$0
|
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.24KClosed |
$167K - $217K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
110+ 100.0% |
$8.22K - $10.7K
|
220
$34.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-24Closed |
$1.79K - $2.33K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-27Closed |
$2.02K - $2.62K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-15.7KClosed |
$1.17M - $1.52M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-223Closed |
$16.7K - $21.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-30Closed |
$2.24K - $2.91K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Lumina Fund Management LLC
New York, NY |
SELL
|
- |
-7.5KClosed |
$560K - $727K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
88+ 100.0% |
$6.58K - $8.53K
|
176
$27.3K
|
|
|
Feb 10, 2021
Q4 2020
|
Firestone Capital Management
|
BUY
|
- |
2.21K+ 100.0% |
$165K - $214K
|
4.42K
$685K
|
|
|
Feb 09, 2021
Q4 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-332Closed |
$24.8K - $32.2K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Fortis Capital Management LLC
|
SELL
|
- |
-11KClosed |
$822K - $1.07M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
100+ 99.01% |
$7.47K - $9.69K
|
201
$31.1K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-95Closed |
$7.1K - $9.21K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.45KClosed |
$108K - $140K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
BUY
|
- |
75+ 100.0% |
$5.6K - $7.27K
|
150
$23.2K
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.03KClosed |
$77K - $99.9K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-34.5KClosed |
$2.58M - $3.35M
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.64KClosed |
$197K - $256K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Welch Group, LLC
|
SELL
|
- |
-1.77KClosed |
$132K - $171K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
44.3KNew |
$3.31M - $4.29M
|
44.3K
$6.86M
|
|
|
Jan 15, 2021
Q4 2020
|
Monument Capital Management
|
SELL
|
- |
-9.08KClosed |
$679K - $880K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
80+ 100.0% |
$5.98K - $7.76K
|
160
$24.8K
|
|
|
Jan 12, 2021
Q4 2020
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.09K- 90.08% |
$81.4K - $106K
|
120
$18.6K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.65KClosed |
$128K - $142K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-8.8KClosed |
$680K - $757K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-127Closed |
$9.82K - $10.9K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ferguson Shapiro LLC
|
SELL
|
- |
-4.41KClosed |
$341K - $379K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-200Closed |
$15.5K - $17.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Canton Hathaway, LLC
|
SELL
|
- |
-171Closed |
$13.2K - $14.7K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
360 Financial, Inc.
|
SELL
|
- |
-19.2KClosed |
$1.49M - $1.66M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.53KClosed |
$582K - $648K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-283Closed |
$21.9K - $24.4K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.47KClosed |
$113K - $126K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-220Closed |
$17K - $18.9K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-10Closed |
$773 - $861
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-36.8KClosed |
$2.84M - $3.16M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-127Closed |
$9.82K - $10.9K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.87KClosed |
$145K - $161K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-31Closed |
$2.4K - $2.67K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.03KClosed |
$466K - $519K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-240- 3.65% |
$16.3K - $23.3K
|
6.34K
$982K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-32Closed |
$2.17K - $3.1K
|
0
$0
|
|