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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
21+ 1.31% |
$2.51K - $2.77K
|
1.62K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.19KNew |
$858K - $949K
|
7.19K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
32New |
$3.82K - $4.22K
|
32
$4.72K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.93KNew |
$350K - $387K
|
2.93K
$433K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-90- 39.13% |
$10.7K - $11.9K
|
140
$20.7K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
487+ 11.05% |
$58.1K - $64.2K
|
4.89K
$722K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
625+ 2.68% |
$74.6K - $82.5K
|
24K
$3.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.78KNew |
$1.05M - $1.16M
|
8.78K
$1.29M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
177New |
$21.1K - $23.4K
|
177
$26.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-185- 90.69% |
$22.1K - $24.4K
|
19
$2.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$119 - $132
|
804
$119K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-170- 5.49% |
$20.3K - $22.4K
|
2.93K
$432K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-693- 10.88% |
$82.7K - $91.4K
|
5.68K
$838K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-380- 17.27% |
$45.3K - $50.1K
|
1.82K
$269K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-4- 5.56% |
$477 - $528
|
68
$10K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-13- 0.1% |
$1.55K - $1.72K
|
12.9K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.47% |
$239 - $264
|
428
$63.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.8KNew |
$931K - $1.03M
|
7.8K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
29.4KNew |
$3.51M - $3.88M
|
29.4K
$4.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
700+ 26.92% |
$83.5K - $92.4K
|
3.3K
$487K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
6.02KNew |
$718K - $794K
|
6.02K
$888K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
67+ 1340.0% |
$7.99K - $8.84K
|
72
$10.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8New |
$954 - $1.06K
|
8
$1.18K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8New |
$954 - $1.06K
|
8
$1.18K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-10- 0.62% |
$1.19K - $1.32K
|
1.59K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.31K- 6.66% |
$157K - $173K
|
18.4K
$2.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-98- 4.5% |
$11.7K - $12.9K
|
2.08K
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-903- 93.19% |
$108K - $119K
|
66
$9.74K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
210+ 7.49% |
$25.1K - $27.7K
|
3.02K
$445K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
115New |
$13.7K - $15.2K
|
115
$17K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-247- 4.41% |
$29.5K - $32.6K
|
5.36K
$790K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.9K- 37.67% |
$227K - $251K
|
3.15K
$465K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 0.06% |
$597 - $660
|
8.73K
$1.29M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 7.08% |
$954 - $1.06K
|
105
$15.5K
|
|
| Q4 2023 | |||||||
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
320+ 47.06% |
$33K - $40.5K
|
1K
$148K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 6.25% |
$103 - $127
|
17
$2.51K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
202New |
$20.8K - $25.6K
|
202
$29.8K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
160New |
$16.5K - $20.3K
|
160
$23.6K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
50New |
$5.16K - $6.33K
|
50
$7.38K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$1.55K - $1.9K
|
15
$2.21K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
183New |
$18.9K - $23.2K
|
183
$27K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-100- 46.51% |
$10.3K - $12.7K
|
115
$17K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9New |
$928 - $1.14K
|
9
$1.33K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
4.55KNew |
$469K - $576K
|
4.55K
$671K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
185New |
$19.1K - $23.4K
|
185
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
8New |
$825 - $1.01K
|
8
$1.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
73.1KNew |
$7.54M - $9.26M
|
73.1K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.75K- 73.33% |
$490K - $602K
|
1.73K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.7K+ 370.0% |
$382K - $469K
|
4.7K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-221K- 91.32% |
$22.8M - $28M
|
21K
$3.1M
|
|