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 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
140New |
$20.2K - $22K
|
140
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
35.3KNew |
$5.09M - $5.55M
|
35.3K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
290New |
$41.8K - $45.6K
|
290
$57K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.97K- 53.46% |
$285K - $310K
|
1.72K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-293- 17.36% |
$42.3K - $46.1K
|
1.4K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38- 31.15% |
$5.48K - $5.98K
|
84
$16.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
20New |
$2.89K - $3.15K
|
20
$3.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
46New |
$6.64K - $7.24K
|
46
$9.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.42KNew |
$927K - $1.01M
|
6.42K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-16.7K- 87.07% |
$2.41M - $2.63M
|
2.48K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.46% |
$144 - $157
|
217
$42.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.94K- 38.58% |
$1.29M - $1.41M
|
14.2K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.47K- 14.04% |
$356K - $388K
|
15.1K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
92New |
$13.3K - $14.5K
|
92
$18.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
479+ 11.87% |
$69.1K - $75.4K
|
4.51K
$887K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.37KNew |
$342K - $373K
|
2.37K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
607+ 73.13% |
$87.6K - $95.5K
|
1.44K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
295New |
$42.6K - $46.4K
|
295
$58K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.93KNew |
$423K - $462K
|
2.93K
$576K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.41KNew |
$347K - $378K
|
2.41K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 21.41% |
$11.4K - $12.4K
|
448
$88K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
15New |
$2.16K - $2.36K
|
15
$2.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
49.2KNew |
$7.1M - $7.74M
|
49.2K
$9.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 12.5% |
$14.4K - $15.7K
|
700
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.53KNew |
$221K - $241K
|
1.53K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12+ 0.45% |
$1.73K - $1.89K
|
2.66K
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10KNew |
$1.45M - $1.58M
|
10K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$2.73M - $2.98M
|
18.9K
$3.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-226- 4.03% |
$32.6K - $35.6K
|
5.38K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-260- 16.48% |
$37.5K - $40.9K
|
1.32K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
550+ 5.93% |
$79.4K - $86.5K
|
9.82K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-106- 0.47% |
$15.3K - $16.7K
|
22.6K
$4.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
383New |
$55.3K - $60.2K
|
383
$75.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
5.43KNew |
$783K - $853K
|
5.43K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
38+ 0.16% |
$5.48K - $5.98K
|
23.7K
$4.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.17% |
$4.33K - $4.72K
|
17.6K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
820New |
$118K - $129K
|
820
$161K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.25% |
$144 - $157
|
81
$15.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-116- 82.86% |
$16.7K - $18.2K
|
24
$4.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.7KNew |
$533K - $581K
|
3.7K
$726K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
71New |
$10.2K - $11.2K
|
71
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500New |
$72.2K - $78.7K
|
500
$98.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-115- 6.01% |
$16.6K - $18.1K
|
1.8K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-185- 4.14% |
$26.7K - $29.1K
|
4.28K
$841K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.6KNew |
$375K - $409K
|
2.6K
$511K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
276+ 1.88% |
$39.8K - $43.4K
|
15K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
164+ 273.33% |
$23.7K - $25.8K
|
224
$44K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.2% |
$144 - $157
|
84
$16.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
410New |
$59.2K - $64.5K
|
410
$80.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-47- 3.3% |
$6.78K - $7.39K
|
1.38K
$271K
|