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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-25- 1.08% |
$3.61K - $3.93K
|
2.29K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-64- 6.7% |
$9.24K - $10.1K
|
891
$140K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-4- 0.07% |
$577 - $629
|
5.75K
$900K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
266+ 12.01% |
$38.4K - $41.8K
|
2.48K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.95K+ 141.88% |
$570K - $621K
|
6.73K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.36KNew |
$196K - $213K
|
1.36K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-53- 3.07% |
$7.65K - $8.34K
|
1.67K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-272- 6.32% |
$39.3K - $42.8K
|
4.03K
$632K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 5.1% |
$5.77K - $6.29K
|
745
$117K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
618+ 31.61% |
$89.2K - $97.2K
|
2.57K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-254- 45.85% |
$36.7K - $40K
|
300
$47K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.32K+ 6.11% |
$912K - $994K
|
110K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
240+ 300.0% |
$34.6K - $37.8K
|
320
$50.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 6.03% |
$3.46K - $3.78K
|
422
$66.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.09% |
$289 - $315
|
2.29K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.37% |
$4.33K - $4.72K
|
8.17K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
400+ 15.43% |
$57.7K - $62.9K
|
2.99K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 1.62% |
$5.2K - $5.66K
|
2.18K
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.22K+ 30.49% |
$464K - $506K
|
13.8K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
290+ 18.25% |
$41.8K - $45.6K
|
1.88K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 4.9% |
$240K - $262K
|
32.3K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
60+ 0.58% |
$8.66K - $9.44K
|
10.5K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
3.18K+ 81.94% |
$458K - $499K
|
7.05K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-247- 0.25% |
$35.6K - $38.9K
|
98.4K
$15.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-117- 11.25% |
$16.9K - $18.4K
|
923
$145K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.33KNew |
$913K - $996K
|
6.33K
$992K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.32KNew |
$479K - $522K
|
3.32K
$520K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-53- 3.54% |
$7.65K - $8.34K
|
1.44K
$226K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
66New |
$9.52K - $10.4K
|
66
$10.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
718+ 1.77% |
$104K - $113K
|
41.2K
$6.45M
|
|
| Q3 2024 | |||||||
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
4.85K+ 3125.81% |
$638K - $725K
|
5K
$784K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-236- 10.19% |
$31.1K - $35.3K
|
2.08K
$326K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.1K+ 8.75% |
$3.04M - $3.46M
|
287K
$45M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.29K- 17.32% |
$564K - $642K
|
20.5K
$3.21M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.46K- 55.11% |
$323K - $367K
|
2K
$313K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.7KNew |
$2.99M - $3.4M
|
22.7K
$3.56M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
31+ 0.77% |
$4.08K - $4.64K
|
4.04K
$632K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.35K+ 61.33% |
$704K - $801K
|
14.1K
$2.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.8K- 8.27% |
$368K - $419K
|
31.1K
$4.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.4K+ 13.48% |
$4M - $4.55M
|
256K
$40.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-604- 6.74% |
$79.5K - $90.4K
|
8.35K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-42- 17.21% |
$5.53K - $6.28K
|
202
$31.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.3K- 14.6% |
$171K - $195K
|
7.6K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-241- 7.36% |
$31.7K - $36.1K
|
3.04K
$476K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
77+ 5.68% |
$10.1K - $11.5K
|
1.43K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-12- 5.36% |
$1.58K - $1.8K
|
212
$33.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20+ 0.26% |
$2.63K - $2.99K
|
7.69K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
833+ 33.7% |
$110K - $125K
|
3.31K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.22KNew |
$555K - $632K
|
4.22K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-371- 18.47% |
$48.8K - $55.5K
|
1.64K
$257K
|
|