Latest Institutional Purchases of Ishares Tr (ITA)
This list provides information on the latest institutional transactions involving Ishares Tr (ITA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
102KNew |
$20.9M - $22.3M
|
102K
$21M
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
13.1KNew |
$2.69M - $2.88M
|
13.1K
$2.71M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 757.85% |
$2.21M - $2.36M
|
12.2K
$2.51M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.91K+ 1.84% |
$1.83M - $1.95M
|
492K
$101M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
8.91KNew |
$1.83M - $1.95M
|
8.91K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.51K+ 5.92% |
$1.75M - $1.86M
|
152K
$31.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.19K+ 17.57% |
$859K - $917K
|
28K
$5.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
3.85K+ 10.94% |
$789K - $842K
|
39K
$8.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.47K+ 177.74% |
$712K - $760K
|
5.43K
$1.12M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 37.67% |
$324K - $346K
|
5.77K
$1.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.5KNew |
$308K - $328K
|
1.5K
$309K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.35KNew |
$278K - $296K
|
1.35K
$279K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.29KNew |
$263K - $281K
|
1.29K
$265K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 13.41% |
$260K - $278K
|
10.7K
$2.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.22KNew |
$250K - $267K
|
1.22K
$251K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.22K+ 2.39% |
$249K - $266K
|
52K
$10.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.06KNew |
$217K - $232K
|
1.06K
$218K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$208K - $222K
|
1.02K
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
980New |
$201K - $215K
|
980
$202K
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
945New |
$194K - $207K
|
945
$195K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
519+ 13.92% |
$106K - $114K
|
4.25K
$875K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
518+ 12.69% |
$106K - $113K
|
4.6K
$947K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
501+ 48.74% |
$103K - $110K
|
1.53K
$315K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
499+ 9.85% |
$102K - $109K
|
5.57K
$1.15M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
470+ 23.48% |
$96.4K - $103K
|
2.47K
$509K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
465+ 19.51% |
$95.3K - $102K
|
2.85K
$587K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
462+ 48.58% |
$94.7K - $101K
|
1.41K
$291K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
445+ 3.28% |
$91.2K - $97.4K
|
14K
$2.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
382+ 22.55% |
$78.3K - $83.6K
|
2.08K
$428K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
296+ 2.33% |
$60.7K - $64.8K
|
13K
$2.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
254+ 23.37% |
$52.1K - $55.6K
|
1.34K
$276K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
247New |
$50.6K - $54.1K
|
247
$50.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
189+ 3.43% |
$38.8K - $41.4K
|
5.69K
$1.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
152+ 5.09% |
$31.2K - $33.3K
|
3.14K
$647K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
109+ 8.48% |
$22.3K - $23.9K
|
1.39K
$287K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
109+ 2.61% |
$22.3K - $23.9K
|
4.29K
$884K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
72+ 6.9% |
$14.8K - $15.8K
|
1.12K
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 20.17% |
$9.64K - $10.3K
|
280
$57.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
38+ 0.92% |
$7.79K - $8.32K
|
4.15K
$854K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27+ 2.58% |
$5.54K - $5.91K
|
1.08K
$221K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.62% |
$5.33K - $5.69K
|
1.63K
$336K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 1.69% |
$4.1K - $4.38K
|
1.2K
$248K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 0.95% |
$3.49K - $3.72K
|
1.8K
$370K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2New |
$410 - $438
|
2
$412
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.12% |
$410 - $438
|
1.72K
$354K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.1% |
$410 - $438
|
1.97K
$405K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.51M+ 1674.15% |
$833M - $944M
|
4.78M
$984M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.34M+ 89.58% |
$247M - $280M
|
2.83M
$582M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
984K+ 53.54% |
$182M - $206M
|
2.82M
$581M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
410K+ 1470.8% |
$75.7M - $85.7M
|
437K
$90.1M
|
|