Latest Institutional Transactions on Ishares Tr (ITB)
This table provides information on the latest institutional transactions involving Ishares Tr (ITB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
99+ 2.29% |
$10.2K - $12.8K
|
4.42K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
226KNew |
$23.3M - $29.2M
|
226K
$20.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.11K+ 48.97% |
$218K - $273K
|
6.43K
$573K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
282+ 0.62% |
$29.1K - $36.5K
|
46.1K
$4.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
16New |
$1.65K - $2.07K
|
16
$1.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.3K+ 262.52% |
$1.07M - $1.34M
|
14.3K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33.5K+ 565.26% |
$3.46M - $4.33M
|
39.4K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
241+ 42.06% |
$24.9K - $31.2K
|
814
$72.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 0.07% |
$2.58K - $3.23K
|
34.5K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
151+ 2.55% |
$15.6K - $19.5K
|
6.07K
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.11% |
$930 - $1.16K
|
8.43K
$751K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.75K- 29.75% |
$284K - $356K
|
6.49K
$578K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-338- 5.93% |
$34.9K - $43.7K
|
5.37K
$478K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.2% |
$103 - $129
|
510
$45.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.17K+ 219.18% |
$844K - $1.06M
|
11.9K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-6K- 13.98% |
$619K - $776K
|
36.9K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.64K- 70.09% |
$686K - $859K
|
2.83K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.29K- 45.24% |
$237K - $296K
|
2.77K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
22New |
$2.27K - $2.85K
|
22
$1.96K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52+ 2.56% |
$5.37K - $6.73K
|
2.08K
$185K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-60- 1.43% |
$6.2K - $7.76K
|
4.12K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-305- 12.16% |
$31.5K - $39.4K
|
2.2K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.39K- 2.46% |
$144K - $180K
|
55.3K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.99K- 45.3% |
$825K - $1.03M
|
9.64K
$859K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 3.84% |
$51.7K - $64.7K
|
12.5K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45- 0.33% |
$4.65K - $5.82K
|
13.5K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.47K+ 5.78% |
$461K - $578K
|
81.7K
$7.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.28K+ 41.38% |
$132K - $166K
|
4.38K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-155- 3.06% |
$16K - $20K
|
4.91K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.28K+ 9.21% |
$132K - $165K
|
15.2K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21+ 0.91% |
$2.17K - $2.72K
|
2.32K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-159- 74.3% |
$16.4K - $20.6K
|
55
$4.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
66+ 2.14% |
$6.82K - $8.54K
|
3.14K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-16.8K- 51.88% |
$1.73M - $2.17M
|
15.6K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 1125.92% |
$1.42M - $1.78M
|
15K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
15+ 0.19% |
$1.55K - $1.94K
|
7.8K
$694K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.19KNew |
$432K - $541K
|
4.19K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9.71KNew |
$1M - $1.26M
|
9.71K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-280- 10.46% |
$28.9K - $36.2K
|
2.4K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.67K+ 6.13% |
$275K - $345K
|
46.1K
$4.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.18K+ 802.72% |
$122K - $153K
|
1.33K
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-127- 1.64% |
$13.1K - $16.4K
|
7.61K
$677K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
196+ 4.17% |
$20.2K - $25.4K
|
4.89K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-300- 4.61% |
$31K - $38.8K
|
6.2K
$552K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20New |
$2.07K - $2.59K
|
20
$1.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.97K- 97.38% |
$1.03M - $1.29M
|
268
$23.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-58.7K- 91.18% |
$6.07M - $7.6M
|
5.68K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.73KNew |
$489K - $612K
|
4.73K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-177- 2.54% |
$18.3K - $22.9K
|
6.79K
$605K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
110+ 1.42% |
$11.4K - $14.2K
|
7.87K
$701K
|