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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$119 - $132
|
804
$119K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30K+ 182.92% |
$3.1M - $3.8M
|
46.5K
$6.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
19.7KNew |
$2.03M - $2.49M
|
19.7K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$1.31M - $1.61M
|
12.7K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.6KNew |
$1.3M - $1.6M
|
12.6K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.4KNew |
$1.28M - $1.57M
|
12.4K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11KNew |
$1.14M - $1.4M
|
11K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.45KNew |
$871K - $1.07M
|
8.45K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Knoll Capital Management, LLC
Miami, FL |
BUY
|
- |
7.65KNew |
$789K - $969K
|
7.65K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
7K+ 30.43% |
$722K - $887K
|
30K
$4.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.14KNew |
$530K - $651K
|
5.14K
$760K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
4.55KNew |
$469K - $576K
|
4.55K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$463K - $569K
|
4.49K
$664K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
3.44KNew |
$354K - $435K
|
3.44K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$332K - $407K
|
3.22K
$476K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.5KNew |
$258K - $317K
|
2.5K
$370K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.95KNew |
$201K - $246K
|
1.95K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.93KNew |
$199K - $244K
|
1.93K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.9KNew |
$195K - $240K
|
1.9K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$274K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.85KNew |
$190K - $234K
|
1.85K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$186K - $228K
|
1.8K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.8KNew |
$186K - $228K
|
1.8K
$266K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.76KNew |
$182K - $223K
|
1.76K
$260K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.6KNew |
$165K - $203K
|
1.6K
$237K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.33K+ 50.21% |
$137K - $168K
|
3.97K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.3KNew |
$134K - $165K
|
1.3K
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
952New |
$98.2K - $121K
|
952
$141K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
320+ 47.06% |
$33K - $40.5K
|
1K
$148K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
300New |
$30.9K - $38K
|
300
$44.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
250New |
$25.8K - $31.7K
|
250
$37K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
238New |
$24.6K - $30.1K
|
238
$35.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
185New |
$19.1K - $23.4K
|
185
$27.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
184New |
$19K - $23.3K
|
184
$27.2K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
183New |
$18.9K - $23.2K
|
183
$27.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
178New |
$18.4K - $22.5K
|
178
$26.3K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
160New |
$16.5K - $20.3K
|
160
$23.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
140New |
$14.4K - $17.7K
|
140
$20.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
125New |
$12.9K - $15.8K
|
125
$18.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110+ 21.57% |
$11.3K - $13.9K
|
620
$91.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
92+ 3.32% |
$9.49K - $11.7K
|
2.86K
$423K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
86New |
$8.87K - $10.9K
|
86
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
84+ 12.5% |
$8.67K - $10.6K
|
756
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
65New |
$6.71K - $8.23K
|
65
$9.61K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
56New |
$5.78K - $7.09K
|
56
$8.28K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
50New |
$5.16K - $6.33K
|
50
$7.39K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
46New |
$4.75K - $5.83K
|
46
$6.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
45New |
$4.64K - $5.7K
|
45
$6.65K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41New |
$4.23K - $5.19K
|
41
$6.06K
|
|