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 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.06K+ 2.66% |
$586K - $639K
|
157K
$24M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.99K+ 39.22% |
$576K - $628K
|
14.2K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-728- 5.64% |
$105K - $115K
|
12.2K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.15K- 5.12% |
$310K - $338K
|
39.8K
$6.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
23+ 0.56% |
$3.32K - $3.62K
|
4.13K
$633K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
383New |
$55.3K - $60.2K
|
383
$58.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
128New |
$18.5K - $20.1K
|
128
$19.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.3K- 15.15% |
$187K - $204K
|
7.27K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.76K- 10.38% |
$976K - $1.06M
|
58.4K
$8.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.67K- 50.08% |
$385K - $420K
|
2.66K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
262+ 8.62% |
$37.8K - $41.2K
|
3.3K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-237- 1.79% |
$34.2K - $37.3K
|
13K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.9K+ 6.59% |
$274K - $299K
|
30.8K
$4.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-127- 3.83% |
$18.3K - $20K
|
3.19K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-72- 66.06% |
$10.4K - $11.3K
|
37
$5.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
403+ 4.69% |
$58.2K - $63.4K
|
8.99K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.16K+ 20.36% |
$168K - $183K
|
6.87K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
270New |
$39K - $42.5K
|
270
$41.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-138- 82.63% |
$19.9K - $21.7K
|
29
$4.44K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-29- 0.57% |
$4.18K - $4.56K
|
5.02K
$770K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-20- 0.1% |
$2.89K - $3.15K
|
19.5K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
19.2KNew |
$2.77M - $3.02M
|
19.2K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10- 0.06% |
$1.44K - $1.57K
|
16.1K
$2.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9.89K+ 326.95% |
$1.43M - $1.56M
|
12.9K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-432- 3.03% |
$62.3K - $68K
|
13.8K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.53K+ 159.2% |
$1.23M - $1.34M
|
13.9K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-364- 16.72% |
$52.5K - $57.3K
|
1.81K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.25K- 11.2% |
$325K - $354K
|
17.9K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-465- 2.05% |
$67.1K - $73.1K
|
22.2K
$3.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
43+ 0.66% |
$6.21K - $6.76K
|
6.58K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
53+ 0.19% |
$7.65K - $8.34K
|
27.7K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
5.43KNew |
$783K - $853K
|
5.43K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
823+ 1.9% |
$119K - $129K
|
44.1K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.09% |
$1.01K - $1.1K
|
7.97K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.67KNew |
$674K - $735K
|
4.67K
$716K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
38+ 0.16% |
$5.48K - $5.98K
|
23.7K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.75K+ 72.08% |
$541K - $589K
|
8.94K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.17% |
$4.33K - $4.72K
|
17.6K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
820New |
$118K - $129K
|
820
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-743- 8.9% |
$107K - $117K
|
7.61K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
116+ 3.32% |
$16.7K - $18.2K
|
3.61K
$553K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
234+ 3.12% |
$33.8K - $36.8K
|
7.73K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-203- 1.75% |
$29.3K - $31.9K
|
11.4K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
370+ 13.9% |
$53.4K - $58.2K
|
3.03K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
117+ 3.34% |
$16.9K - $18.4K
|
3.62K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.25% |
$144 - $157
|
81
$12.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
989+ 35.91% |
$143K - $156K
|
3.74K
$574K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-116- 82.86% |
$16.7K - $18.2K
|
24
$3.68K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4.22KNew |
$608K - $663K
|
4.22K
$646K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.71K- 4.54% |
$246K - $269K
|
35.9K
$5.49M
|