Latest Institutional Transactions on Ishares Tr (ITA)
This table provides information on the latest institutional transactions involving Ishares Tr (ITA) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
100+ 2.43% |
$13.5K - $18.9K
|
4.21K
$829K
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.45KNew |
$196K - $273K
|
1.45K
$285K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 30.62% |
$164K - $228K
|
5.16K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
412+ 22.83% |
$55.7K - $77.7K
|
2.22K
$437K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
686New |
$92.8K - $129K
|
686
$135K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
104+ 0.89% |
$14.1K - $19.6K
|
11.8K
$2.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.39KNew |
$188K - $262K
|
1.39K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.14KNew |
$154K - $214K
|
1.14K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
24New |
$3.25K - $4.53K
|
24
$4.73K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
116+ 0.74% |
$15.7K - $21.9K
|
15.9K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-60- 24.39% |
$8.12K - $11.3K
|
186
$36.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2+ 0.07% |
$271 - $377
|
2.92K
$574K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
155+ 2.03% |
$21K - $29.2K
|
7.78K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.3K+ 19.21% |
$582K - $811K
|
26.7K
$5.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.09KNew |
$147K - $206K
|
1.09K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.97K+ 261.05% |
$673K - $938K
|
6.88K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11.5KNew |
$1.55M - $2.16M
|
11.5K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
351+ 14.46% |
$47.5K - $66.2K
|
2.78K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.81K+ 52.66% |
$380K - $530K
|
8.14K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.3K+ 29.44% |
$175K - $244K
|
5.7K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-341- 23.88% |
$46.1K - $64.3K
|
1.09K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-102- 2.09% |
$13.8K - $19.2K
|
4.79K
$943K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
59+ 40.97% |
$7.98K - $11.1K
|
203
$40K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
38+ 16.45% |
$5.14K - $7.17K
|
269
$53K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.53KNew |
$343K - $478K
|
2.53K
$499K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
477+ 7.52% |
$64.5K - $90K
|
6.82K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-14.6K- 64.25% |
$1.97M - $2.75M
|
8.1K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.11K+ 16.07% |
$556K - $775K
|
29.7K
$5.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.2K- 28.56% |
$1.11M - $1.55M
|
20.5K
$4.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.76KNew |
$238K - $332K
|
1.76K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-158Closed |
$21.4K - $29.8K
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
124+ 5.4% |
$16.8K - $23.4K
|
2.42K
$477K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-592- 23.17% |
$80.1K - $112K
|
1.96K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.19K- 63.76% |
$160K - $224K
|
674
$133K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-180- 9.89% |
$24.4K - $34K
|
1.64K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
2.53KNew |
$342K - $476K
|
2.53K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.28K- 53.86% |
$579K - $808K
|
3.67K
$722K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
670+ 3.71% |
$90.7K - $126K
|
18.8K
$3.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
92New |
$12.4K - $17.4K
|
92
$18.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
19.4K+ 12.16% |
$2.63M - $3.66M
|
179K
$35.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.19KNew |
$160K - $224K
|
1.19K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.2K+ 596.83% |
$1.66M - $2.31M
|
14.3K
$2.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-741- 36.39% |
$100K - $140K
|
1.3K
$255K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31.2K- 96.8% |
$4.23M - $5.89M
|
1.03K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
19.9K+ 651.88% |
$2.69M - $3.76M
|
23K
$4.52M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
452+ 13.14% |
$61.2K - $85.3K
|
3.89K
$766K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
258+ 3.35% |
$34.9K - $48.7K
|
7.96K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 100.0% |
$2.03K - $2.83K
|
30
$5.91K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
655New |
$88.6K - $124K
|
655
$129K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16.5KNew |
$2.23M - $3.11M
|
16.5K
$3.25M
|