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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.01KNew |
$311K - $389K
|
3.01K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$723 - $905
|
7
$623
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-282- 6.82% |
$29.1K - $36.5K
|
3.85K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-738- 13.79% |
$76.2K - $95.5K
|
4.61K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
880+ 10.7% |
$90.9K - $114K
|
9.11K
$811K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
160KNew |
$16.6M - $20.7M
|
160K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
534+ 17.43% |
$55.2K - $69.1K
|
3.6K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.55K- 33.75% |
$367K - $459K
|
6.97K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-312- 6.94% |
$32.2K - $40.4K
|
4.18K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23New |
$2.38K - $2.97K
|
23
$2.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.66K- 1.94% |
$171K - $214K
|
83.9K
$7.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
145New |
$15K - $18.8K
|
145
$12.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-570- 7.09% |
$58.9K - $73.7K
|
7.47K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.81K+ 5.85% |
$393K - $493K
|
68.9K
$6.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13.2KNew |
$1.36M - $1.7M
|
13.2K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$112K - $140K
|
1.09K
$96.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-8.3K- 27.36% |
$857K - $1.07M
|
22K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.19K+ 68.84% |
$330K - $413K
|
7.83K
$698K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.15KNew |
$222K - $278K
|
2.15K
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
19+ 0.11% |
$1.96K - $2.46K
|
17K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.37KNew |
$658K - $824K
|
6.37K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.49K- 39.34% |
$464K - $581K
|
6.92K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.41K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-535- 2.92% |
$55.3K - $69.2K
|
17.8K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.39K- 22.13% |
$246K - $308K
|
8.39K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-525- 14.05% |
$54.2K - $67.9K
|
3.21K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-155- 5.47% |
$16K - $20K
|
2.68K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30+ 27.27% |
$3.1K - $3.88K
|
140
$12.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 3.54% |
$181K - $227K
|
51.3K
$4.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
48New |
$4.96K - $6.21K
|
48
$4.28K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.3K- 84.23% |
$1.27M - $1.59M
|
2.31K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
132+ 0.08% |
$13.6K - $17.1K
|
174K
$15.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
73+ 3.03% |
$7.54K - $9.44K
|
2.49K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-363- 3.89% |
$37.5K - $47K
|
8.98K
$799K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-40- 0.82% |
$4.13K - $5.17K
|
4.86K
$433K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-924- 1.79% |
$95.5K - $120K
|
50.8K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-10.6K- 63.34% |
$1.09M - $1.37M
|
6.12K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
616+ 20.32% |
$63.6K - $79.7K
|
3.65K
$325K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
237KNew |
$24.5M - $30.7M
|
237K
$21.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
29KNew |
$3M - $3.76M
|
29K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-108- 7.2% |
$11.2K - $14K
|
1.39K
$124K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.83K+ 67.7% |
$292K - $366K
|
7.01K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
29.9KNew |
$3.09M - $3.87M
|
29.9K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
980+ 27.79% |
$101K - $127K
|
4.51K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
334+ 8.54% |
$34.5K - $43.2K
|
4.24K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
289+ 1.68% |
$29.9K - $37.4K
|
17.5K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
26New |
$2.69K - $3.36K
|
26
$2.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
38New |
$3.93K - $4.91K
|
38
$3.38K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 47.17% |
$5.17K - $6.47K
|
56
$4.99K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.89K- 25.1% |
$195K - $244K
|
5.64K
$502K
|