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 11, 2023
Q2 2023
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-8.09K- 50.0% |
$879K - $950K
|
8.09K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.97KNew |
$431K - $466K
|
3.97K
$817K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.08KNew |
$226K - $244K
|
2.08K
$428K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-193- 96.98% |
$21K - $22.7K
|
6
$1.24K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
543New |
$59K - $63.8K
|
543
$112K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$339K - $367K
|
3.12K
$643K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-64- 2.0% |
$6.95K - $7.51K
|
3.14K
$646K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
175+ 15.09% |
$19K - $20.5K
|
1.34K
$275K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
177New |
$19.2K - $20.8K
|
177
$36.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.06KNew |
$333K - $360K
|
3.06K
$631K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-24.5K- 88.84% |
$2.66M - $2.88M
|
3.08K
$634K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.3K - $1.41K
|
12
$2.47K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
2.8K+ 13.04% |
$304K - $328K
|
24.2K
$4.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-75- 4.04% |
$8.15K - $8.81K
|
1.78K
$367K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
189+ 0.79% |
$20.5K - $22.2K
|
24K
$4.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
25+ 0.25% |
$2.72K - $2.94K
|
10K
$2.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$4.35K - $4.7K
|
40
$8.24K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
59.2KNew |
$6.43M - $6.95M
|
59.2K
$12.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 1.79% |
$21.7K - $23.5K
|
11K
$2.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.9KNew |
$206K - $223K
|
1.9K
$391K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.11K+ 6.73% |
$120K - $130K
|
17.5K
$3.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.06K- 19.68% |
$115K - $124K
|
4.33K
$891K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-600Closed |
$65.1K - $70.6K
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
2.5KNew |
$271K - $294K
|
2.5K
$515K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.31K+ 94.27% |
$685K - $743K
|
13K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27+ 12.11% |
$2.93K - $3.18K
|
250
$51.5K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.12KNew |
$446K - $485K
|
4.12K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
130KNew |
$14.1M - $15.3M
|
130K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-29.1K- 74.42% |
$3.16M - $3.43M
|
10K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-791- 15.17% |
$85.8K - $93.1K
|
4.42K
$911K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.6K- 66.67% |
$282K - $306K
|
1.3K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
32New |
$3.47K - $3.77K
|
32
$6.59K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.88KNew |
$312K - $339K
|
2.88K
$592K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.34K- 41.79% |
$145K - $158K
|
1.86K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
550New |
$59.6K - $64.8K
|
550
$113K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
PUT |
130KNew |
$14.1M - $15.3M
|
130K
$26.8M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
13.1KNew |
$1.42M - $1.55M
|
13.1K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30- 0.77% |
$3.25K - $3.53K
|
3.86K
$795K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.8KNew |
$846K - $918K
|
7.8K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-256- 6.57% |
$27.8K - $30.1K
|
3.64K
$750K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$434 - $471
|
4
$824
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
5.52KNew |
$598K - $650K
|
5.52K
$1.14M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
76.7KNew |
$8.32M - $9.04M
|
76.7K
$15.8M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-114- 23.95% |
$12.4K - $13.4K
|
362
$74.6K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-524- 14.13% |
$56.8K - $61.7K
|
3.19K
$656K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
87New |
$9.43K - $10.2K
|
87
$17.9K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.65KNew |
$396K - $430K
|
3.65K
$752K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.61KNew |
$283K - $307K
|
2.61K
$538K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$4.12K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.34% |
$108 - $118
|
291
$59.9K
|
|