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 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
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 2.78% |
$108K - $151K
|
28K
$5.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.87K+ 11.43% |
$252K - $352K
|
18.2K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
67.1KNew |
$9.08M - $12.7M
|
67.1K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
661New |
$89.4K - $125K
|
661
$130K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
513+ 1.54% |
$69.4K - $96.8K
|
33.8K
$6.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 4.53% |
$13.5K - $18.9K
|
2.31K
$453K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-44- 1.61% |
$5.95K - $8.3K
|
2.69K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
69+ 4.49% |
$9.34K - $13K
|
1.61K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
569+ 41.59% |
$77K - $107K
|
1.94K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-3.28K- 10.34% |
$444K - $619K
|
28.5K
$5.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
931+ 4.94% |
$126K - $176K
|
19.8K
$3.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 8.22% |
$219K - $305K
|
21.3K
$4.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
295+ 14.09% |
$39.9K - $55.6K
|
2.39K
$469K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-91- 4.34% |
$12.3K - $17.2K
|
2.01K
$394K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-52- 2.36% |
$7.04K - $9.81K
|
2.16K
$424K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.04% |
$135 - $189
|
2.27K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.1KNew |
$148K - $207K
|
1.1K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38+ 19.49% |
$5.14K - $7.17K
|
233
$45.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 2.68% |
$13.5K - $18.9K
|
3.63K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.17K- 7.27% |
$158K - $220K
|
14.9K
$2.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
46+ 32.39% |
$6.22K - $8.68K
|
188
$36.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-233- 3.38% |
$31.5K - $44K
|
6.67K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.36KNew |
$184K - $256K
|
1.36K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.78K- 96.72% |
$376K - $524K
|
94
$18.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
528+ 33.93% |
$71.4K - $99.6K
|
2.08K
$409K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
587+ 7.69% |
$79.4K - $111K
|
8.22K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 0.55% |
$6.9K - $9.62K
|
9.33K
$1.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.34K- 56.48% |
$722K - $1.01M
|
4.11K
$808K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.79K+ 5.08% |
$919K - $1.28M
|
140K
$27.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
606+ 45.22% |
$82K - $114K
|
1.95K
$382K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.69K- 3.25% |
$364K - $507K
|
80K
$15.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-415- 5.18% |
$56.2K - $78.3K
|
7.6K
$1.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 1.34% |
$8.12K - $11.3K
|
4.53K
$889K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
181KNew |
$24.5M - $34.1M
|
181K
$35.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
832New |
$113K - $157K
|
832
$163K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
96+ 5.56% |
$13K - $18.1K
|
1.82K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.11KNew |
$150K - $210K
|
1.11K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-137- 0.38% |
$18.5K - $25.8K
|
36.3K
$7.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.99K- 63.22% |
$270K - $376K
|
1.16K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
615+ 7.7% |
$83.2K - $116K
|
8.6K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
240+ 4.88% |
$32.5K - $45.3K
|
5.16K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 3.0% |
$3.52K - $4.9K
|
893
$175K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9- 0.03% |
$1.22K - $1.7K
|
34.3K
$6.74M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
8.29K+ 68.62% |
$1.12M - $1.56M
|
20.4K
$4M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
209New |
$28.3K - $39.4K
|
209
$41.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.94K+ 4.19% |
$263K - $366K
|
48.2K
$9.47M
|