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 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
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
120+ 2.97% |
$17.4K - $19.1K
|
4.16K
$818K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.59KNew |
$230K - $254K
|
1.59K
$312K
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
32+ 0.8% |
$4.63K - $5.1K
|
4.02K
$789K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-140- 48.28% |
$20.3K - $22.3K
|
150
$29.5K
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.4KNew |
$348K - $383K
|
2.4K
$471K
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-35- 0.48% |
$5.07K - $5.58K
|
7.22K
$1.42M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
70+ 4.98% |
$10.1K - $11.2K
|
1.48K
$290K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.31% |
$145 - $160
|
323
$63.5K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.19K- 2.02% |
$607K - $668K
|
203K
$39.9M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-122- 80.26% |
$17.7K - $19.5K
|
30
$5.89K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
100New |
$14.5K - $16K
|
100
$19.6K
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2+ 0.07% |
$290 - $319
|
3.01K
$591K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
230+ 85.19% |
$33.3K - $36.7K
|
500
$98.2K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
543New |
$78.6K - $86.6K
|
543
$107K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.88KNew |
$417K - $459K
|
2.88K
$566K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-410- 2.24% |
$59.4K - $65.4K
|
17.9K
$3.52M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$36.2K - $39.9K
|
250
$49.1K
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-505- 27.85% |
$73.1K - $80.5K
|
1.31K
$257K
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
3.58KNew |
$518K - $571K
|
3.58K
$703K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-97- 83.62% |
$14K - $15.5K
|
19
$3.73K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.34KNew |
$195K - $214K
|
1.34K
$264K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-300- 8.52% |
$43.5K - $47.9K
|
3.22K
$633K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1+ 0.43% |
$145 - $160
|
236
$46.4K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.28% |
$290 - $319
|
728
$143K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
123New |
$17.8K - $19.6K
|
123
$24.2K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-650- 8.3% |
$94.1K - $104K
|
7.18K
$1.41M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.8KNew |
$406K - $447K
|
2.8K
$551K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15- 4.55% |
$2.17K - $2.39K
|
315
$61.9K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
336+ 6.26% |
$48.7K - $53.6K
|
5.7K
$1.12M
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
13.7K+ 311.96% |
$1.99M - $2.19M
|
18.1K
$3.56M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
385New |
$55.8K - $61.4K
|
385
$75.6K
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-215- 0.7% |
$31.1K - $34.3K
|
30.5K
$6M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-175- 15.35% |
$25.3K - $27.9K
|
965
$190K
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
81.9KNew |
$11.9M - $13.1M
|
81.9K
$16.1M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.98KNew |
$431K - $475K
|
2.98K
$585K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-246- 99.6% |
$35.6K - $39.2K
|
1
$196
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-94- 47.24% |
$13.6K - $15K
|
105
$20.6K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-25- 1.66% |
$3.62K - $3.99K
|
1.48K
$291K
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-337- 7.27% |
$48.8K - $53.8K
|
4.3K
$844K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-350- 8.28% |
$50.7K - $55.8K
|
3.88K
$761K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.12% |
$145 - $160
|
806
$158K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-40- 72.73% |
$5.79K - $6.38K
|
15
$2.95K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.38% |
$1.01K - $1.12K
|
1.83K
$360K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
40+ 2.51% |
$5.79K - $6.38K
|
1.63K
$321K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
831New |
$120K - $133K
|
831
$163K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
207+ 63.11% |
$30K - $33K
|
535
$105K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
80New |
$11.6K - $12.8K
|
80
$15.7K
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-394- 11.32% |
$57.1K - $62.8K
|
3.09K
$607K
|