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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-255- 5.38% |
$26.9K - $30.1K
|
4.48K
$695K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.92KNew |
$203K - $227K
|
1.92K
$298K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
397+ 10.99% |
$41.8K - $46.9K
|
4.01K
$621K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
227New |
$23.9K - $26.8K
|
227
$35.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-17- 0.87% |
$1.79K - $2.01K
|
1.95K
$301K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
50New |
$5.27K - $5.91K
|
50
$7.75K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 50.0% |
$211 - $236
|
2
$310
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
237+ 3.27% |
$25K - $28K
|
7.48K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.88K+ 80.71% |
$303K - $340K
|
6.44K
$998K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
125New |
$13.2K - $14.8K
|
125
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$31.6K - $35.5K
|
300
$46.5K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
207+ 0.64% |
$22.5K - $24.3K
|
32.7K
$5.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
176KNew |
$19.1M - $20.7M
|
176K
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150New |
$16.3K - $17.6K
|
150
$23.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.87KNew |
$421K - $454K
|
3.87K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.44K+ 143.48% |
$374K - $404K
|
5.84K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
39.4K+ 22.2% |
$4.28M - $4.63M
|
217K
$33.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.24KNew |
$677K - $732K
|
6.24K
$966K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-171- 47.9% |
$18.6K - $20.1K
|
186
$28.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
39New |
$4.24K - $4.58K
|
39
$6.04K
|
|
|
Aug 11, 2023
Q2 2023
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-8.09K- 50.0% |
$879K - $950K
|
8.09K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.97KNew |
$431K - $466K
|
3.97K
$615K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
17New |
$1.85K - $2K
|
17
$2.63K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$27.2K - $29.4K
|
250
$38.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.08KNew |
$226K - $244K
|
2.08K
$322K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-193- 96.98% |
$21K - $22.7K
|
6
$930
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
543New |
$59K - $63.8K
|
543
$84.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$339K - $367K
|
3.12K
$484K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-64- 2.0% |
$6.95K - $7.51K
|
3.14K
$486K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
43+ 1.12% |
$4.67K - $5.05K
|
3.87K
$600K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-313- 8.73% |
$34K - $36.7K
|
3.27K
$507K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
175+ 15.09% |
$19K - $20.5K
|
1.34K
$207K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
177New |
$19.2K - $20.8K
|
177
$27.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.06KNew |
$333K - $360K
|
3.06K
$475K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-24.5K- 88.84% |
$2.66M - $2.88M
|
3.08K
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.3K - $1.41K
|
12
$1.86K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
2.8K+ 13.04% |
$304K - $328K
|
24.2K
$3.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-75- 4.04% |
$8.15K - $8.81K
|
1.78K
$276K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
189+ 0.79% |
$20.5K - $22.2K
|
24K
$3.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
15.6KNew |
$1.69M - $1.83M
|
15.6K
$2.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
25+ 0.25% |
$2.72K - $2.94K
|
10K
$1.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$4.35K - $4.7K
|
40
$6.2K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
59.2KNew |
$6.43M - $6.95M
|
59.2K
$9.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-83- 0.91% |
$9.02K - $9.75K
|
9.01K
$1.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
95New |
$10.3K - $11.2K
|
95
$14.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 1.79% |
$21.7K - $23.5K
|
11K
$1.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.9KNew |
$206K - $223K
|
1.9K
$294K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.11K+ 6.73% |
$120K - $130K
|
17.5K
$2.71M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.06K- 19.68% |
$115K - $124K
|
4.33K
$670K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-600Closed |
$65.1K - $70.6K
|
0
$0
|
|