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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-100- 46.51% |
$10.3K - $12.7K
|
115
$17.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9New |
$928 - $1.14K
|
9
$1.39K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
4.55KNew |
$469K - $576K
|
4.55K
$705K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
185New |
$19.1K - $23.4K
|
185
$28.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
8New |
$825 - $1.01K
|
8
$1.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-221K- 91.32% |
$22.8M - $28M
|
21K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
39New |
$4.02K - $4.94K
|
39
$6.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$722 - $887
|
7
$1.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.3KNew |
$134K - $165K
|
1.3K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Knoll Capital Management, LLC
Miami, FL |
BUY
|
- |
7.65KNew |
$789K - $969K
|
7.65K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
84+ 12.5% |
$8.67K - $10.6K
|
756
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.4KNew |
$1.28M - $1.57M
|
12.4K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-18.6K- 98.41% |
$1.92M - $2.36M
|
300
$46.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$1.31M - $1.61M
|
12.7K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$463K - $569K
|
4.49K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
46New |
$4.75K - $5.83K
|
46
$7.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-102- 21.94% |
$10.5K - $12.9K
|
363
$56.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.61K- 78.79% |
$681K - $837K
|
1.78K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
19.7KNew |
$2.03M - $2.49M
|
19.7K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.45KNew |
$871K - $1.07M
|
8.45K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-101- 19.2% |
$10.4K - $12.8K
|
425
$65.8K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 30.83% |
$122K - $150K
|
2.65K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$332K - $407K
|
3.22K
$498K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110+ 21.57% |
$11.3K - $13.9K
|
620
$96.1K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.9KNew |
$195K - $240K
|
1.9K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20New |
$2.06K - $2.53K
|
20
$3.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.6KNew |
$1.3M - $1.6M
|
12.6K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
3.44KNew |
$354K - $435K
|
3.44K
$532K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-277- 3.86% |
$28.6K - $35.1K
|
6.9K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
238New |
$24.6K - $30.1K
|
238
$36.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
184New |
$19K - $23.3K
|
184
$28.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11KNew |
$1.14M - $1.4M
|
11K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
300New |
$30.9K - $38K
|
300
$46.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
7K+ 30.43% |
$722K - $887K
|
30K
$4.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$186K - $228K
|
1.8K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41New |
$4.23K - $5.19K
|
41
$6.35K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
45New |
$4.64K - $5.7K
|
45
$6.97K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
92+ 3.32% |
$9.49K - $11.7K
|
2.86K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 74.07% |
$2.06K - $2.53K
|
7
$1.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 43.18% |
$3.92K - $4.81K
|
50
$7.75K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.6KNew |
$165K - $203K
|
1.6K
$248K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-343- 16.58% |
$35.4K - $43.5K
|
1.73K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.95KNew |
$201K - $246K
|
1.95K
$301K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-260- 53.94% |
$26.8K - $32.9K
|
222
$34.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
86New |
$8.87K - $10.9K
|
86
$13.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.76KNew |
$182K - $223K
|
1.76K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.85KNew |
$190K - $234K
|
1.85K
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
140New |
$14.4K - $17.7K
|
140
$21.7K
|