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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
97New |
$12.8K - $14.5K
|
97
$15.2K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-15- 3.12% |
$1.97K - $2.24K
|
466
$73K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.54K- 2.0% |
$203K - $231K
|
75.7K
$11.9M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
131+ 1.65% |
$17.2K - $19.6K
|
8.08K
$1.27M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16.1KNew |
$2.12M - $2.41M
|
16.1K
$2.52M
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.84KNew |
$900K - $1.02M
|
6.84K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.5K+ 10.62% |
$3.09M - $3.51M
|
245K
$38.3M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 8.13% |
$1.32K - $1.5K
|
133
$20.8K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.74KNew |
$229K - $260K
|
1.74K
$273K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.58K+ 427.03% |
$208K - $236K
|
1.95K
$306K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.87K+ 113.2% |
$1.04M - $1.18M
|
14.8K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-8- 0.38% |
$1.05K - $1.2K
|
2.11K
$331K
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
150New |
$19.7K - $22.4K
|
150
$23.5K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
100New |
$13.2K - $15K
|
100
$15.7K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.26K+ 5.56% |
$693K - $788K
|
99.9K
$15.7M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.2K- 20.99% |
$2.26M - $2.57M
|
64.7K
$10.1M
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
254+ 317.5% |
$33.4K - $38K
|
334
$52.3K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.61K+ 32.45% |
$212K - $241K
|
6.58K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
6.6KNew |
$868K - $988K
|
6.6K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1KNew |
$132K - $150K
|
1K
$157K
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
922+ 23.68% |
$121K - $138K
|
4.82K
$755K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.03% |
$263 - $299
|
7.55K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
476+ 6.06% |
$62.6K - $71.2K
|
8.33K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
235+ 7.15% |
$30.9K - $35.2K
|
3.52K
$552K
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.69KNew |
$222K - $253K
|
1.69K
$265K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.41K- 1.81% |
$185K - $210K
|
76.2K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 7.66% |
$153K - $174K
|
16.4K
$2.56M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.35KNew |
$178K - $202K
|
1.35K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.41KNew |
$186K - $211K
|
1.41K
$221K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-69- 1.2% |
$9.08K - $10.3K
|
5.68K
$890K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
127+ 34.79% |
$16.7K - $19K
|
492
$77.1K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.75K+ 28.54% |
$231K - $262K
|
7.9K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
685+ 6.57% |
$90.1K - $103K
|
11.1K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-509- 0.4% |
$67K - $76.2K
|
127K
$19.9M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.39K+ 12.89% |
$446K - $507K
|
29.7K
$4.65M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.3K+ 16.01% |
$172K - $195K
|
9.45K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16+ 0.51% |
$2.11K - $2.39K
|
3.17K
$496K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.58KNew |
$207K - $236K
|
1.58K
$247K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.49KNew |
$195K - $222K
|
1.49K
$233K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.35KNew |
$178K - $202K
|
1.35K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$292K - $332K
|
2.22K
$347K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
51+ 2.34% |
$6.71K - $7.63K
|
2.23K
$349K
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
696+ 0.95% |
$91.6K - $104K
|
73.9K
$11.6M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.05K- 87.28% |
$401K - $456K
|
444
$69.6K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-249- 1.17% |
$32.8K - $37.3K
|
21K
$3.29M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 95.96% |
$381K - $434K
|
122
$19.1K
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-25.5K- 37.11% |
$3.36M - $3.82M
|
43.2K
$6.78M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$5.92K - $6.73K
|
45
$7.05K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
694+ 7.24% |
$91.3K - $104K
|
10.3K
$1.61M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$191K - $217K
|
1.45K
$228K
|