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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
268+ 7.99% |
$38.7K - $42.2K
|
3.62K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
265+ 5.51% |
$38.2K - $41.7K
|
5.07K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
262+ 8.62% |
$37.8K - $41.2K
|
3.3K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 6.06% |
$37.7K - $41.1K
|
4.57K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
257+ 2.34% |
$37.1K - $40.4K
|
11.2K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
240+ 300.0% |
$34.6K - $37.8K
|
320
$47.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
235New |
$33.9K - $37K
|
235
$35.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
234+ 3.12% |
$33.8K - $36.8K
|
7.73K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
215New |
$31K - $33.8K
|
215
$32.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
205+ 14.54% |
$29.6K - $32.2K
|
1.62K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
200+ 3.85% |
$28.9K - $31.5K
|
5.4K
$807K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 4.73% |
$28.9K - $31.5K
|
4.43K
$663K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
199New |
$28.7K - $31.3K
|
199
$29.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
193+ 2.39% |
$27.9K - $30.4K
|
8.28K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
191+ 11.3% |
$27.6K - $30K
|
1.88K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
185+ 1.16% |
$26.7K - $29.1K
|
16.1K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
164+ 273.33% |
$23.7K - $25.8K
|
224
$33.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
163+ 4.59% |
$23.5K - $25.6K
|
3.72K
$556K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
162+ 2.82% |
$23.4K - $25.5K
|
5.9K
$883K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
156+ 3.87% |
$22.5K - $24.5K
|
4.19K
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
152+ 5.55% |
$21.9K - $23.9K
|
2.89K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
151+ 0.93% |
$21.8K - $23.8K
|
16.4K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
140New |
$20.2K - $22K
|
140
$20.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
130+ 5.65% |
$18.8K - $20.5K
|
2.43K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
130+ 200.0% |
$18.8K - $20.5K
|
195
$29.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
128New |
$18.5K - $20.1K
|
128
$19.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
117+ 3.34% |
$16.9K - $18.4K
|
3.62K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
116+ 3.32% |
$16.7K - $18.2K
|
3.61K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
109New |
$15.7K - $17.1K
|
109
$16.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
109+ 0.47% |
$15.7K - $17.1K
|
23.1K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
100+ 5.04% |
$14.4K - $15.7K
|
2.08K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
100New |
$14.4K - $15.7K
|
100
$15K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
93+ 6.49% |
$13.4K - $14.6K
|
1.53K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
92New |
$13.3K - $14.5K
|
92
$13.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 5.85% |
$13.1K - $14.3K
|
1.65K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
91+ 17.6% |
$13.1K - $14.3K
|
608
$90.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
88+ 3.41% |
$12.7K - $13.8K
|
2.67K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
86+ 1.12% |
$12.4K - $13.5K
|
7.78K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
84+ 5.96% |
$12.1K - $13.2K
|
1.49K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 21.41% |
$11.4K - $12.4K
|
448
$67K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
73+ 1.16% |
$10.5K - $11.5K
|
6.35K
$949K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
71New |
$10.2K - $11.2K
|
71
$10.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
66New |
$9.52K - $10.4K
|
66
$9.87K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
61+ 0.3% |
$8.8K - $9.6K
|
20.5K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
56+ 1.77% |
$8.08K - $8.81K
|
3.22K
$482K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
55+ 0.5% |
$7.94K - $8.65K
|
11.1K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
53+ 0.19% |
$7.65K - $8.34K
|
27.7K
$4.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
53+ 1.83% |
$7.65K - $8.34K
|
2.94K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
52New |
$7.5K - $8.18K
|
52
$7.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
50+ 1.2% |
$7.22K - $7.87K
|
4.23K
$632K
|