Latest Institutional Sells of Ishares Tr (ITA)
This list provides information on the latest institutional transactions involving Ishares Tr (ITA) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 3.55% |
$7.62K - $8.24K
|
1.63K
$245K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-14- 9.21% |
$1.78K - $1.92K
|
138
$20.7K
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-10- 0.57% |
$1.27K - $1.37K
|
1.74K
$261K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 42.86% |
$762 - $824
|
8
$1.2K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.05% |
$127 - $137
|
1.99K
$299K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.5K- 22.05% |
$3.52M - $3.89M
|
104K
$15.7M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15.3K- 38.0% |
$1.83M - $2.02M
|
25K
$3.76M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13K- 13.27% |
$1.55M - $1.72M
|
85.1K
$12.8M
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.9K- 37.67% |
$227K - $251K
|
3.15K
$474K
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-1.41K- 2.82% |
$169K - $187K
|
48.7K
$7.32M
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.31K- 6.66% |
$157K - $173K
|
18.4K
$2.76M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-903- 93.19% |
$108K - $119K
|
66
$9.92K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-491- 20.32% |
$58.6K - $64.8K
|
1.93K
$289K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-380- 17.27% |
$45.3K - $50.1K
|
1.82K
$274K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-348- 13.52% |
$41.5K - $45.9K
|
2.23K
$335K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-301- 7.87% |
$35.9K - $39.7K
|
3.52K
$530K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-185- 90.69% |
$22.1K - $24.4K
|
19
$2.86K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-170- 9.63% |
$20.3K - $22.4K
|
1.6K
$240K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-166- 7.71% |
$19.8K - $21.9K
|
1.99K
$299K
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-110- 25.0% |
$13.1K - $14.5K
|
330
$49.6K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-98- 4.5% |
$11.7K - $12.9K
|
2.08K
$312K
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 39.22% |
$4.77K - $5.28K
|
62
$9.32K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-21- 10.94% |
$2.51K - $2.77K
|
171
$25.7K
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-10- 0.62% |
$1.19K - $1.32K
|
1.59K
$240K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 7.08% |
$954 - $1.06K
|
105
$15.8K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-4- 5.56% |
$477 - $528
|
68
$10.2K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-18.6K- 98.41% |
$1.92M - $2.36M
|
300
$45.1K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.23K- 17.97% |
$334K - $410K
|
14.8K
$2.22M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.91K- 37.68% |
$197K - $242K
|
3.17K
$476K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.65K- 89.19% |
$170K - $209K
|
200
$30.1K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 30.83% |
$122K - $150K
|
2.65K
$399K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-841- 1.72% |
$86.8K - $107K
|
48.1K
$7.23M
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-557- 68.18% |
$57.5K - $70.6K
|
260
$39.1K
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-343- 16.58% |
$35.4K - $43.5K
|
1.73K
$259K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-314- 0.6% |
$32.4K - $39.8K
|
52.1K
$7.83M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-277- 3.86% |
$28.6K - $35.1K
|
6.9K
$1.04M
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-260- 53.94% |
$26.8K - $32.9K
|
222
$33.4K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-102- 21.94% |
$10.5K - $12.9K
|
363
$54.6K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-101- 19.2% |
$10.4K - $12.8K
|
425
$63.9K
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-100- 46.51% |
$10.3K - $12.7K
|
115
$17.3K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60- 7.39% |
$6.19K - $7.6K
|
752
$113K
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 43.18% |
$3.92K - $4.81K
|
50
$7.52K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 74.07% |
$2.06K - $2.53K
|
7
$1.05K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-125K- 99.92% |
$13.2M - $14.8M
|
100
$15K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.8K- 95.0% |
$401K - $449K
|
200
$30.1K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.63K- 19.65% |
$382K - $429K
|
14.8K
$2.23M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-255- 5.38% |
$26.9K - $30.1K
|
4.48K
$674K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-139- 6.62% |
$14.7K - $16.4K
|
1.96K
$295K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-17- 0.87% |
$1.79K - $2.01K
|
1.95K
$292K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-8- 34.78% |
$843 - $945
|
15
$2.25K
|