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 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.75KNew |
$237K - $330K
|
1.75K
$344K
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
19KNew |
$2.58M - $3.59M
|
19K
$3.74M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-215- 2.32% |
$29.1K - $40.6K
|
9.04K
$1.78M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-239- 14.06% |
$32.3K - $45.1K
|
1.46K
$287K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.89% |
$677 - $943
|
567
$111K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.06K+ 60.47% |
$143K - $199K
|
2.81K
$551K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
300+ 21.96% |
$40.6K - $56.6K
|
1.67K
$327K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 4.91% |
$10.8K - $15.1K
|
1.55K
$304K
|
|
Q1 2025 | |||||||
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-4.79K- 56.37% |
$693K - $763K
|
3.7K
$727K
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
116+ 17.01% |
$16.8K - $18.5K
|
798
$157K
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
394+ 4.07% |
$57.1K - $62.8K
|
10.1K
$1.98M
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-322- 18.95% |
$46.6K - $51.4K
|
1.38K
$271K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.21K- 23.44% |
$175K - $193K
|
3.95K
$776K
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-600- 10.57% |
$86.9K - $95.7K
|
5.08K
$997K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-371- 15.26% |
$53.7K - $59.2K
|
2.06K
$405K
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500+ 14.75% |
$72.4K - $79.8K
|
3.89K
$764K
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.7K- 28.03% |
$246K - $271K
|
4.37K
$858K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.76KNew |
$834K - $918K
|
5.76K
$1.13M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.6K- 98.01% |
$3.27M - $3.6M
|
458
$90K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
138+ 3.6% |
$20K - $22K
|
3.97K
$780K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29+ 5.2% |
$4.2K - $4.63K
|
587
$115K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26K+ 2.45% |
$327K - $361K
|
94.5K
$18.6M
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-80- 23.95% |
$11.6K - $12.8K
|
254
$49.9K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11- 0.12% |
$1.59K - $1.75K
|
8.93K
$1.75M
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
11.4KNew |
$1.65M - $1.82M
|
11.4K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-88- 1.25% |
$12.7K - $14K
|
6.96K
$1.37M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-283- 3.95% |
$41K - $45.1K
|
6.87K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.28K+ 44.84% |
$476K - $524K
|
10.6K
$2.08M
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$1.2M - $1.32M
|
8.3K
$1.63M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.38KNew |
$199K - $219K
|
1.38K
$270K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-36- 2.61% |
$5.21K - $5.74K
|
1.34K
$264K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
50New |
$7.24K - $7.98K
|
50
$9.82K
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
13.2KNew |
$1.91M - $2.11M
|
13.2K
$2.59M
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
14New |
$2.03K - $2.23K
|
14
$2.75K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.01KNew |
$435K - $479K
|
3.01K
$590K
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.51KNew |
$219K - $241K
|
1.51K
$297K
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
15.6KNew |
$2.26M - $2.49M
|
15.6K
$3.07M
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
206New |
$29.8K - $32.9K
|
206
$40.5K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-95- 8.47% |
$13.8K - $15.2K
|
1.03K
$202K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.4KNew |
$4.4M - $4.84M
|
30.4K
$5.96M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14KNew |
$2.02M - $2.23M
|
14K
$2.75M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.72K+ 32.58% |
$393K - $433K
|
11K
$2.17M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15New |
$2.17K - $2.39K
|
15
$2.95K
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.3% |
$145 - $160
|
334
$65.6K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.18K+ 24.38% |
$316K - $348K
|
11.1K
$2.19M
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.33KNew |
$193K - $212K
|
1.33K
$261K
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
496+ 1.82% |
$71.8K - $79.1K
|
27.8K
$5.46M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
698+ 34.15% |
$101K - $111K
|
2.74K
$539K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-75- 2.62% |
$10.9K - $12K
|
2.79K
$547K
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-2K- 94.84% |
$290K - $320K
|
109
$21.4K
|