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 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-625- 1.68% |
$115K - $131K
|
36.5K
$7.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.58KNew |
$1.22M - $1.38M
|
6.58K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.03KNew |
$191K - $216K
|
1.03K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
951New |
$176K - $199K
|
951
$196K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
583+ 7.34% |
$108K - $122K
|
8.52K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
212+ 883.33% |
$39.2K - $44.4K
|
236
$48.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.01K+ 72.67% |
$186K - $211K
|
2.4K
$493K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.81KNew |
$520K - $589K
|
2.81K
$579K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34.5K+ 83.91% |
$6.38M - $7.22M
|
75.6K
$15.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
1.06KNew |
$196K - $222K
|
1.06K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-96- 0.32% |
$17.7K - $20.1K
|
29.6K
$6.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.54K- 33.34% |
$469K - $532K
|
5.08K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-7- 0.44% |
$1.29K - $1.46K
|
1.59K
$328K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
583+ 10.34% |
$108K - $122K
|
6.22K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
20.5KNew |
$3.78M - $4.28M
|
20.5K
$4.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.82K+ 34.73% |
$337K - $381K
|
7.07K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-10- 0.27% |
$1.85K - $2.09K
|
3.68K
$758K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
180New |
$33.3K - $37.7K
|
180
$37.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
69+ 2.97% |
$12.7K - $14.4K
|
2.39K
$493K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
350New |
$64.7K - $73.2K
|
350
$72.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
10+ 0.68% |
$1.85K - $2.09K
|
1.49K
$307K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.41K+ 102.55% |
$260K - $295K
|
2.79K
$574K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
8.08K+ 12242.42% |
$1.49M - $1.69M
|
8.15K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.4K+ 23.07% |
$3.41M - $3.86M
|
98.4K
$20.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.38KNew |
$255K - $289K
|
1.38K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
10+ 0.43% |
$1.85K - $2.09K
|
2.33K
$480K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
260+ 157.58% |
$48K - $54.4K
|
425
$87.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.22KNew |
$779K - $882K
|
4.22K
$868K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
17.6KNew |
$3.26M - $3.69M
|
17.6K
$3.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.49K+ 748500.0% |
$1.38M - $1.57M
|
7.49K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
24New |
$4.43K - $5.02K
|
24
$4.94K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.18KNew |
$772K - $874K
|
4.18K
$860K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.25% |
$369 - $419
|
808
$166K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 95.34% |
$480K - $543K
|
5.32K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
70New |
$12.9K - $14.6K
|
70
$14.4K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.67K+ 10.78% |
$863K - $978K
|
48K
$9.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51M+ 1674.15% |
$833M - $944M
|
4.78M
$984M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-16- 2.68% |
$2.96K - $3.35K
|
582
$120K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.73KNew |
$689K - $780K
|
3.73K
$768K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-11.5K- 37.03% |
$2.13M - $2.41M
|
19.6K
$4.04M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.43KNew |
$633K - $717K
|
3.43K
$706K
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-271- 3.17% |
$50.1K - $56.7K
|
8.28K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.02% |
$924 - $1.05K
|
26.3K
$5.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-980- 3.55% |
$181K - $205K
|
26.6K
$5.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
49.9K+ 27.85% |
$9.22M - $10.4M
|
229K
$47.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-761- 14.22% |
$141K - $159K
|
4.59K
$946K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4- 0.06% |
$739 - $837
|
6.8K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43.3K+ 170.54% |
$8.01M - $9.07M
|
68.8K
$14.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
539+ 4.88% |
$99.6K - $113K
|
11.6K
$2.39M
|
|