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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.61KNew |
$283K - $307K
|
2.61K
$385K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$2.95K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.03KNew |
$220K - $238K
|
2.03K
$299K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.34% |
$108 - $118
|
291
$42.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 20.0% |
$1.08K - $1.18K
|
60
$8.85K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
510+ 119.16% |
$55.3K - $60K
|
938
$138K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$21.7K - $23.5K
|
200
$29.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$2.95K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-34- 1.19% |
$3.69K - $4K
|
2.83K
$418K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.41K+ 29.72% |
$478K - $519K
|
19.3K
$2.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-37- 64.91% |
$4.01K - $4.36K
|
20
$2.95K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
225New |
$24.4K - $26.5K
|
225
$33.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
36.9KNew |
$4M - $4.34M
|
36.9K
$5.44M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-33- 0.29% |
$3.58K - $3.89K
|
11.4K
$1.68M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
12KNew |
$1.3M - $1.41M
|
12K
$1.77M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.8K+ 14.39% |
$629K - $683K
|
46.1K
$6.8M
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
23.6KNew |
$2.19M - $2.69M
|
23.6K
$3.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
43+ 268.75% |
$4K - $4.91K
|
59
$8.7K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-900- 25.51% |
$83.8K - $103K
|
2.63K
$388K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
210New |
$19.5K - $24K
|
210
$31K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$1M - $1.23M
|
10.8K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
8+ 1.13% |
$745 - $913
|
713
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$20M - $24.6M
|
215K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$20M - $24.6M
|
215K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
172K+ 323.58% |
$16M - $19.6M
|
225K
$33.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.22KNew |
$113K - $139K
|
1.22K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
53New |
$4.93K - $6.05K
|
53
$7.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-606K- 99.11% |
$56.4M - $69.1M
|
5.47K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
41New |
$3.82K - $4.68K
|
41
$6.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$9.31K - $11.4K
|
100
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
1.8KNew |
$168K - $205K
|
1.8K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$93.1 - $114
|
2.28K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18New |
$1.68K - $2.05K
|
18
$2.66K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-20.5K- 14.02% |
$1.91M - $2.34M
|
126K
$18.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.75KNew |
$442K - $542K
|
4.75K
$701K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
13New |
$1.21K - $1.48K
|
13
$1.92K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-673- 92.96% |
$62.6K - $76.8K
|
51
$7.52K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5New |
$465 - $571
|
5
$738
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-154- 3.11% |
$14.3K - $17.6K
|
4.79K
$707K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-287- 10.65% |
$26.7K - $32.7K
|
2.41K
$355K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-234- 4.14% |
$21.8K - $26.7K
|
5.41K
$798K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.8KNew |
$168K - $205K
|
1.8K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.2KNew |
$3M - $3.67M
|
32.2K
$4.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
31+ 1.41% |
$2.89K - $3.54K
|
2.23K
$329K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$295K
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
10.1KNew |
$940K - $1.15M
|
10.1K
$1.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
16.8KNew |
$1.57M - $1.92M
|
16.8K
$2.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
115New |
$10.7K - $13.1K
|
115
$17K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
50.8KNew |
$4.72M - $5.79M
|
50.8K
$7.49M
|
|