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 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
228New |
$24.7K - $26.8K
|
228
$35.3K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
2.5KNew |
$271K - $294K
|
2.5K
$387K
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.31K+ 94.27% |
$685K - $743K
|
13K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.27MNew |
$138M - $150M
|
1.27M
$197M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27+ 12.11% |
$2.93K - $3.18K
|
250
$38.7K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.12KNew |
$446K - $485K
|
4.12K
$638K
|
|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
130KNew |
$14.1M - $15.3M
|
130K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-29.1K- 74.42% |
$3.16M - $3.43M
|
10K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-791- 15.17% |
$85.8K - $93.1K
|
4.42K
$685K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.6K- 66.67% |
$282K - $306K
|
1.3K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
32New |
$3.47K - $3.77K
|
32
$4.96K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.88KNew |
$312K - $339K
|
2.88K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.17KNew |
$886K - $962K
|
8.17K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.34K- 41.79% |
$145K - $158K
|
1.86K
$289K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
550New |
$59.6K - $64.8K
|
550
$85.2K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
PUT |
130KNew |
$14.1M - $15.3M
|
130K
$20.1M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
13.1KNew |
$1.42M - $1.55M
|
13.1K
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30- 0.77% |
$3.25K - $3.53K
|
3.86K
$598K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.8KNew |
$846K - $918K
|
7.8K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-256- 6.57% |
$27.8K - $30.1K
|
3.64K
$564K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$434 - $471
|
4
$620
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.64KNew |
$394K - $428K
|
3.64K
$563K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
5.52KNew |
$598K - $650K
|
5.52K
$855K
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
76.7KNew |
$8.32M - $9.04M
|
76.7K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
96.6KNew |
$10.5M - $11.4M
|
96.6K
$15M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-114- 23.95% |
$12.4K - $13.4K
|
362
$56.1K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-524- 14.13% |
$56.8K - $61.7K
|
3.19K
$493K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
87New |
$9.43K - $10.2K
|
87
$13.5K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.65KNew |
$396K - $430K
|
3.65K
$566K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
346+ 50.29% |
$37.5K - $40.7K
|
1.03K
$160K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.61KNew |
$283K - $307K
|
2.61K
$404K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$3.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.03KNew |
$220K - $238K
|
2.03K
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.34% |
$108 - $118
|
291
$45.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 20.0% |
$1.08K - $1.18K
|
60
$9.3K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
510+ 119.16% |
$55.3K - $60K
|
938
$145K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$21.7K - $23.5K
|
200
$31K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$3.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.41K+ 29.72% |
$478K - $519K
|
19.3K
$2.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-37- 64.91% |
$4.01K - $4.36K
|
20
$3.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
225New |
$24.4K - $26.5K
|
225
$34.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
36.9KNew |
$4M - $4.34M
|
36.9K
$5.71M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-33- 0.29% |
$3.58K - $3.89K
|
11.4K
$1.77M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
12KNew |
$1.3M - $1.41M
|
12K
$1.86M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.8K+ 14.39% |
$629K - $683K
|
46.1K
$7.14M
|
|
| Q4 2022 | |||||||
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$1M - $1.23M
|
10.8K
$1.67M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
23.6KNew |
$2.19M - $2.69M
|
23.6K
$3.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
43+ 268.75% |
$4K - $4.91K
|
59
$9.14K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-900- 25.51% |
$83.8K - $103K
|
2.63K
$407K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
210New |
$19.5K - $24K
|
210
$32.5K
|
|