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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.41% |
$144 - $157
|
244
$47.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
100New |
$14.4K - $15.7K
|
100
$19.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.59KNew |
$229K - $250K
|
1.59K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.91KNew |
$275K - $300K
|
1.91K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-308- 14.23% |
$44.4K - $48.5K
|
1.86K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
162+ 2.82% |
$23.4K - $25.5K
|
5.9K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
45New |
$6.49K - $7.08K
|
45
$8.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
6KNew |
$866K - $944K
|
6K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1K- 11.3% |
$145K - $158K
|
7.86K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.5KNew |
$216K - $236K
|
1.5K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.78K- 31.13% |
$256K - $280K
|
3.93K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-254- 45.85% |
$36.7K - $40K
|
300
$58.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
240+ 300.0% |
$34.6K - $37.8K
|
320
$62.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 6.03% |
$3.46K - $3.78K
|
422
$82.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.32KNew |
$479K - $522K
|
3.32K
$652K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-53- 3.54% |
$7.65K - $8.34K
|
1.44K
$283K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
66New |
$9.52K - $10.4K
|
66
$13K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
718+ 1.77% |
$104K - $113K
|
41.2K
$8.09M
|
|
| Q3 2024 | |||||||
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-5.2KClosed |
$685K - $779K
|
0
$0
|
|
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
4.85K+ 3125.81% |
$638K - $725K
|
5K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-12- 5.36% |
$1.58K - $1.8K
|
212
$41.6K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.22KNew |
$555K - $632K
|
4.22K
$829K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2KNew |
$263K - $299K
|
2K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.74KNew |
$229K - $260K
|
1.74K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.41K- 46.62% |
$185K - $211K
|
1.61K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1K+ 100.0% |
$132K - $150K
|
2K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
8.13KNew |
$1.07M - $1.22M
|
8.13K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
25.5KNew |
$3.36M - $3.82M
|
25.5K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.13KNew |
$280K - $318K
|
2.13K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.74K+ 37.81% |
$229K - $261K
|
6.35K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
50New |
$6.58K - $7.48K
|
50
$9.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.7KNew |
$224K - $254K
|
1.7K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-50- 15.29% |
$6.58K - $7.48K
|
277
$54.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8New |
$1.05K - $1.2K
|
8
$1.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
291New |
$38.3K - $43.5K
|
291
$57.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-15- 3.12% |
$1.97K - $2.24K
|
466
$91.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16.1KNew |
$2.12M - $2.41M
|
16.1K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.84KNew |
$900K - $1.02M
|
6.84K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.58K+ 427.03% |
$208K - $236K
|
1.95K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
150New |
$19.7K - $22.4K
|
150
$29.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
100New |
$13.2K - $15K
|
100
$19.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.61K+ 32.45% |
$212K - $241K
|
6.58K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
6.6KNew |
$868K - $988K
|
6.6K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.03% |
$263 - $299
|
7.55K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.35KNew |
$178K - $202K
|
1.35K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.3K+ 16.01% |
$172K - $195K
|
9.45K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.49KNew |
$195K - $222K
|
1.49K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.05K- 87.28% |
$401K - $456K
|
444
$87.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$5.92K - $6.73K
|
45
$8.84K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$191K - $217K
|
1.45K
$285K
|
|