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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
989+ 35.91% |
$143K - $156K
|
3.74K
$587K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-116- 82.86% |
$16.7K - $18.2K
|
24
$3.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4.22KNew |
$608K - $663K
|
4.22K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.71K- 4.54% |
$246K - $269K
|
35.9K
$5.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
55+ 0.5% |
$7.94K - $8.65K
|
11.1K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-159- 1.32% |
$22.9K - $25K
|
11.9K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-549- 9.4% |
$79.2K - $86.4K
|
5.29K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.6K- 97.73% |
$2.1M - $2.29M
|
338
$53K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.7KNew |
$533K - $581K
|
3.7K
$579K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.3K+ 184.72% |
$3.8M - $4.14M
|
40.6K
$6.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2+ 0.06% |
$289 - $315
|
3.48K
$546K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.98K+ 66.42% |
$718K - $783K
|
12.5K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.74K+ 9.97% |
$251K - $274K
|
19.2K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-314- 13.24% |
$45.3K - $49.4K
|
2.06K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
71New |
$10.2K - $11.2K
|
71
$11.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-290- 3.92% |
$41.8K - $45.6K
|
7.11K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
815+ 4.58% |
$118K - $128K
|
18.6K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
558New |
$80.5K - $87.8K
|
558
$87.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500New |
$72.2K - $78.7K
|
500
$78.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-115- 6.01% |
$16.6K - $18.1K
|
1.8K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-185- 4.14% |
$26.7K - $29.1K
|
4.28K
$671K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
281+ 1.64% |
$40.6K - $44.2K
|
17.4K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2.08KNew |
$300K - $327K
|
2.08K
$325K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
277New |
$40K - $43.6K
|
277
$43.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-302- 10.25% |
$43.6K - $47.5K
|
2.65K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-9- 1.05% |
$1.3K - $1.42K
|
851
$133K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.31K+ 19.6% |
$189K - $206K
|
7.99K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
130+ 5.65% |
$18.8K - $20.5K
|
2.43K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-405- 4.68% |
$58.4K - $63.7K
|
8.25K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-615- 7.04% |
$88.8K - $96.7K
|
8.12K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.48K+ 46.22% |
$214K - $233K
|
4.68K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4- 0.11% |
$577 - $629
|
3.63K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
45+ 1.91% |
$6.49K - $7.08K
|
2.4K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.6KNew |
$375K - $409K
|
2.6K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.19K+ 40.36% |
$893K - $974K
|
21.5K
$3.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
276+ 1.88% |
$39.8K - $43.4K
|
15K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
14.9KNew |
$2.15M - $2.35M
|
14.9K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-144- 5.69% |
$20.8K - $22.7K
|
2.39K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.75K- 42.18% |
$830K - $905K
|
7.88K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.86K+ 9.77% |
$268K - $292K
|
20.9K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4.87K- 12.86% |
$703K - $766K
|
33K
$5.17M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-390- 19.3% |
$56.3K - $61.4K
|
1.63K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 45.45% |
$2.89K - $3.15K
|
64
$10K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
329+ 39.26% |
$47.5K - $51.8K
|
1.17K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
164+ 273.33% |
$23.7K - $25.8K
|
224
$35.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
53+ 1.83% |
$7.65K - $8.34K
|
2.94K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
109+ 0.47% |
$15.7K - $17.1K
|
23.1K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-458- 6.96% |
$66.1K - $72K
|
6.12K
$960K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
328New |
$47.3K - $51.6K
|
328
$51.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6+ 0.36% |
$866 - $944
|
1.69K
$265K
|