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 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.03KNew |
$189K - $231K
|
2.03K
$299K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-90- 2.0% |
$8.38K - $10.3K
|
4.41K
$650K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$1.96M - $2.4M
|
21K
$3.1M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$6.05K - $7.42K
|
65
$9.59K
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$1.79M - $2.19M
|
19.2K
$2.84M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
62New |
$5.77K - $7.07K
|
62
$9.15K
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
50New |
$4.65K - $5.71K
|
50
$7.38K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$931 - $1.14K
|
10
$1.48K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$168K - $206K
|
1.8K
$266K
|
|
Q3 2022 | |||||||
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
17New |
$1.55K - $1.85K
|
17
$2.51K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.36K+ 53.52% |
$397K - $474K
|
12.5K
$1.84M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-220Closed |
$20.1K - $23.9K
|
0
$0
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 10.87% |
$456 - $543
|
41
$6.05K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
377New |
$34.4K - $41K
|
377
$55.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$54.7K - $65.2K
|
600
$88.5K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-60- 36.59% |
$5.47K - $6.52K
|
104
$15.3K
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.56K- 38.1% |
$142K - $170K
|
2.54K
$374K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-50- 7.25% |
$4.56K - $5.43K
|
640
$94.4K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2KClosed |
$182K - $217K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.51KNew |
$229K - $273K
|
2.51K
$370K
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.4KNew |
$584K - $695K
|
6.4K
$944K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.63% |
$1.37K - $1.63K
|
2.38K
$352K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
152+ 0.8% |
$13.9K - $16.5K
|
19.2K
$2.84M
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
98.8K+ 77823.62% |
$9.01M - $10.7M
|
99K
$14.6M
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-407- 12.73% |
$37.1K - $44.2K
|
2.79K
$412K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
19New |
$1.73K - $2.06K
|
19
$2.8K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
150New |
$13.7K - $16.3K
|
150
$22.1K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
500New |
$45.6K - $54.3K
|
500
$73.8K
|
|
Nov 03, 2022
Q3 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
30.4KNew |
$2.77M - $3.3M
|
30.4K
$4.48M
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
5.56KNew |
$507K - $604K
|
5.56K
$820K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
14.5KNew |
$1.32M - $1.57M
|
14.5K
$2.13M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.09K - $1.3K
|
12
$1.77K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
510New |
$46.5K - $55.4K
|
510
$75.2K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
102+ 11.16% |
$9.3K - $11.1K
|
1.02K
$150K
|
|
Q2 2022 | |||||||
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.1KNew |
$197K - $237K
|
2.1K
$310K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20Closed |
$1.87K - $2.25K
|
0
$0
|
|
Aug 18, 2022
Q2 2022
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-8.12KClosed |
$761K - $915K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.43KClosed |
$134K - $162K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-2.67KClosed |
$250K - $301K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-69- 0.06% |
$6.46K - $7.77K
|
114K
$16.9M
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.56KNew |
$334K - $401K
|
3.56K
$526K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-431Closed |
$40.4K - $48.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-3KClosed |
$281K - $338K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-500Closed |
$46.8K - $56.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-50Closed |
$4.68K - $5.63K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-61.4KClosed |
$5.75M - $6.91M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.6KNew |
$712K - $856K
|
7.6K
$1.12M
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-12.9KClosed |
$1.21M - $1.45M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.89KClosed |
$458K - $551K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.17KClosed |
$204K - $245K
|
0
$0
|