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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
10+ 0.34% |
$1.32K - $1.5K
|
2.99K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-812- 27.17% |
$107K - $122K
|
2.18K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.2K+ 10.31% |
$158K - $180K
|
12.8K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.06KNew |
$139K - $158K
|
1.06K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.24K+ 24.72% |
$164K - $186K
|
6.28K
$972K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
600+ 6.0% |
$78.9K - $89.8K
|
10.6K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.49KNew |
$196K - $223K
|
1.49K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 8.37% |
$252K - $287K
|
21K
$3.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
600+ 300.0% |
$78.9K - $89.8K
|
800
$124K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
276+ 114.52% |
$36.3K - $41.3K
|
517
$80.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-13.6K- 57.15% |
$1.79M - $2.03M
|
10.2K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
211+ 1.52% |
$27.8K - $31.6K
|
14.1K
$2.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.02KNew |
$1.06M - $1.2M
|
8.02K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.13K+ 32.45% |
$149K - $169K
|
4.62K
$716K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-758- 15.36% |
$99.7K - $113K
|
4.18K
$647K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-157- 3.19% |
$20.7K - $23.5K
|
4.77K
$739K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.64K+ 45.67% |
$216K - $245K
|
5.23K
$810K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.14% |
$1.58K - $1.8K
|
8.34K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$198K - $225K
|
1.51K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.34KNew |
$177K - $201K
|
1.34K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
75+ 29.07% |
$9.87K - $11.2K
|
333
$51.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9.54KNew |
$1.25M - $1.43M
|
9.54K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-142- 0.7% |
$18.7K - $21.2K
|
20.2K
$3.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.45K- 31.63% |
$191K - $217K
|
3.13K
$485K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.04K- 2.73% |
$137K - $156K
|
37.1K
$5.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.18% |
$132 - $150
|
545
$84.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.71K+ 21.7% |
$226K - $256K
|
9.61K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-82- 62.12% |
$10.8K - $12.3K
|
50
$7.75K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.65KNew |
$348K - $396K
|
2.65K
$410K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-33- 0.23% |
$4.34K - $4.94K
|
14.5K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.4K- 26.95% |
$3.99M - $4.54M
|
82.3K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.16K+ 13.2% |
$153K - $174K
|
9.95K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.58K- 34.05% |
$208K - $236K
|
3.06K
$473K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 10.42% |
$1.97K - $2.24K
|
129
$20K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.4K+ 10.88% |
$184K - $209K
|
14.2K
$2.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
203+ 11.33% |
$26.7K - $30.4K
|
2K
$309K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 0.96% |
$526 - $599
|
412
$63.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.4KNew |
$184K - $209K
|
1.4K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-51- 19.1% |
$6.71K - $7.63K
|
216
$33.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-575- 3.04% |
$75.7K - $86K
|
18.3K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.13K+ 6.13% |
$148K - $169K
|
19.5K
$3.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.35K+ 14.39% |
$177K - $201K
|
10.7K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-204- 5.5% |
$26.8K - $30.5K
|
3.51K
$543K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.87K+ 16.68% |
$378K - $430K
|
20.1K
$3.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
74+ 1.49% |
$9.74K - $11.1K
|
5.05K
$783K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.43K- 9.79% |
$189K - $214K
|
13.2K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-455- 8.0% |
$59.9K - $68.1K
|
5.24K
$811K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
740New |
$97.4K - $111K
|
740
$115K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-16- 0.53% |
$2.11K - $2.39K
|
3.02K
$469K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 14.29% |
$2.5K - $2.84K
|
152
$23.5K
|