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 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.2K+ 596.83% |
$1.66M - $2.31M
|
14.3K
$2.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-741- 36.39% |
$100K - $140K
|
1.3K
$254K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31.2K- 96.8% |
$4.23M - $5.89M
|
1.03K
$203K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
19.9K+ 651.88% |
$2.69M - $3.76M
|
23K
$4.51M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
452+ 13.14% |
$61.2K - $85.3K
|
3.89K
$765K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
258+ 3.35% |
$34.9K - $48.7K
|
7.96K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 100.0% |
$2.03K - $2.83K
|
30
$5.89K
|
|
|
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
$3.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.09K+ 92.74% |
$147K - $205K
|
2.26K
$443K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 25.0% |
$1.62K - $2.26K
|
60
$11.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.1% |
$406 - $566
|
3.04K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-272- 90.67% |
$36.8K - $51.3K
|
28
$5.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
462+ 13.87% |
$62.5K - $87.2K
|
3.79K
$745K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-500- 7.81% |
$67.7K - $94.3K
|
5.9K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.76K- 6.54% |
$238K - $332K
|
25.1K
$4.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-50- 0.59% |
$6.77K - $9.43K
|
8.4K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-781- 42.17% |
$106K - $147K
|
1.07K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.96K- 2.65% |
$400K - $558K
|
109K
$21.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.5K+ 4.79% |
$338K - $472K
|
54.7K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.87K- 75.26% |
$659K - $919K
|
1.6K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.98KNew |
$403K - $562K
|
2.98K
$585K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.02KNew |
$1.22M - $1.7M
|
9.02K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-5.33K- 16.19% |
$721K - $1M
|
27.6K
$5.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
815+ 11.33% |
$110K - $154K
|
8.01K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-297- 3.19% |
$40.2K - $56K
|
9K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.07K+ 17.28% |
$145K - $202K
|
7.28K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 58.25% |
$136K - $190K
|
2.73K
$537K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
24New |
$3.25K - $4.53K
|
24
$4.71K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 3.83% |
$556K - $775K
|
103K
$20.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
335+ 21.47% |
$45.3K - $63.2K
|
1.9K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-182- 10.95% |
$24.6K - $34.3K
|
1.48K
$291K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.13K+ 1.36% |
$153K - $213K
|
84.4K
$16.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.2KNew |
$162K - $226K
|
1.2K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-607- 65.41% |
$82.1K - $115K
|
321
$63.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
95+ 6.88% |
$12.9K - $17.9K
|
1.48K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
674+ 66.4% |
$91.2K - $127K
|
1.69K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
206+ 2.86% |
$27.9K - $38.9K
|
7.4K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.22K- 25.56% |
$300K - $418K
|
6.46K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7- 0.18% |
$947 - $1.32K
|
3.86K
$758K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8.35KNew |
$1.13M - $1.57M
|
8.35K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-482- 2.22% |
$65.2K - $90.9K
|
21.3K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
333+ 14.71% |
$45.1K - $62.8K
|
2.6K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
175+ 1.72% |
$23.7K - $33K
|
10.4K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
38KNew |
$5.14M - $7.17M
|
38K
$7.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-67- 3.63% |
$9.07K - $12.6K
|
1.78K
$350K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-100- 4.67% |
$13.5K - $18.9K
|
2.04K
$401K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.18KNew |
$1.24M - $1.73M
|
9.18K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-60- 0.59% |
$8.12K - $11.3K
|
10.2K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-105- 2.31% |
$14.2K - $19.8K
|
4.44K
$872K
|