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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
102+ 11.16% |
$9.3K - $11.1K
|
1.02K
$209K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.09K - $1.3K
|
12
$2.47K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
25.2KNew |
$2.36M - $2.84M
|
25.2K
$5.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.6KNew |
$712K - $856K
|
7.6K
$1.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
3.06KNew |
$286K - $344K
|
3.06K
$629K
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
2.85KNew |
$267K - $321K
|
2.85K
$587K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.43KNew |
$228K - $274K
|
2.43K
$500K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.36KNew |
$221K - $265K
|
2.36K
$485K
|
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$215K - $259K
|
2.3K
$474K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.1KNew |
$197K - $237K
|
2.1K
$433K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2KNew |
$187K - $225K
|
2K
$412K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
590New |
$55.3K - $66.5K
|
590
$122K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
486New |
$45.5K - $54.7K
|
486
$100K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
480New |
$45K - $54.1K
|
480
$98.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
112New |
$10.5K - $12.6K
|
112
$23.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$9.37K - $11.3K
|
100
$20.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
100+ 2.63% |
$9.37K - $11.3K
|
3.9K
$803K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
49New |
$4.59K - $5.52K
|
49
$10.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$1.12K - $1.35K
|
12
$2.47K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
10New |
$937 - $1.13K
|
10
$2.06K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
10KNew |
$988K - $1.13M
|
10K
$2.06M
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.35KNew |
$232K - $265K
|
2.35K
$484K
|
|
|
May 16, 2022
Q1 2022
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
1.5KNew |
$148K - $169K
|
1.5K
$309K
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200New |
$19.8K - $22.6K
|
200
$41.2K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
84New |
$8.3K - $9.49K
|
84
$17.3K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 50.0% |
$395 - $452
|
12
$2.47K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 1.25% |
$98.8 - $113
|
81
$16.7K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.52KNew |
$718K - $819K
|
7.52K
$1.55M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
3.86KNew |
$369K - $421K
|
3.86K
$795K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
182New |
$17.4K - $19.8K
|
182
$37.5K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
100New |
$9.55K - $10.9K
|
100
$20.6K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.86KNew |
$693K - $757K
|
6.86K
$1.41M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148New |
$14.9K - $16.3K
|
148
$30.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10New |
$1.01K - $1.1K
|
10
$2.06K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 93.75% |
$1.34K - $1.59K
|
31
$6.38K
|
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7+ 0.75% |
$624 - $742
|
945
$195K
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
44.3KNew |
$3.31M - $4.29M
|
44.3K
$9.12M
|
|
|
Feb 10, 2021
Q4 2020
|
Firestone Capital Management
|
BUY
|
- |
2.21K+ 100.0% |
$165K - $214K
|
4.42K
$911K
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
885+ 100.0% |
$66.1K - $85.8K
|
1.77K
$365K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400New |
$29.9K - $38.8K
|
400
$82.4K
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
377+ 100.0% |
$28.2K - $36.5K
|
754
$155K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
235+ 100.0% |
$17.6K - $22.8K
|
470
$96.8K
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
110+ 100.0% |
$8.22K - $10.7K
|
220
$45.3K
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
100+ 99.01% |
$7.47K - $9.69K
|
201
$41.4K
|
|
|
Feb 11, 2021
Q4 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
88+ 100.0% |
$6.58K - $8.53K
|
176
$36.2K
|
|
|
Jan 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
80+ 100.0% |
$5.98K - $7.76K
|
160
$33K
|
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
BUY
|
- |
75+ 100.0% |
$5.6K - $7.27K
|
150
$30.9K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
9.81KNew |
$666K - $950K
|
9.81K
$2.02M
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
414+ 14.14% |
$44.4K - $48.4K
|
3.34K
$688K
|
|
|
Feb 14, 2020
Q4 2019
|
Asio Capital, LLC
|
BUY
|
- |
60New |
$6.44K - $7.01K
|
60
$12.4K
|
|