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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
35.7KNew |
$4.54M - $4.91M
|
35.7K
$7.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
403+ 2878.57% |
$51.2K - $55.4K
|
417
$81.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.26% |
$127 - $137
|
382
$75K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.35K+ 3.87% |
$425K - $460K
|
89.7K
$17.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7K+ 66.04% |
$889K - $962K
|
17.6K
$3.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-178- 78.07% |
$22.6K - $24.5K
|
50
$9.82K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
191New |
$24.3K - $26.2K
|
191
$37.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-897- 28.11% |
$114K - $123K
|
2.29K
$451K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
300+ 15.31% |
$38.1K - $41.2K
|
2.26K
$444K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.97KNew |
$886K - $958K
|
6.97K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
140+ 24.56% |
$17.8K - $19.2K
|
710
$139K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.41K+ 60.58% |
$180K - $194K
|
3.75K
$736K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.62KNew |
$206K - $223K
|
1.62K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
964New |
$122K - $132K
|
964
$189K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-200- 2.83% |
$25.4K - $27.5K
|
6.87K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
879New |
$112K - $121K
|
879
$173K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
870New |
$111K - $120K
|
870
$171K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
201New |
$25.5K - $27.6K
|
201
$39.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-335- 15.82% |
$42.6K - $46K
|
1.78K
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-70- 7.07% |
$8.89K - $9.62K
|
920
$181K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.26% |
$635 - $687
|
1.96K
$385K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-200- 2.52% |
$25.4K - $27.5K
|
7.74K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
175+ 3.32% |
$22.2K - $24K
|
5.45K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.56KNew |
$199K - $215K
|
1.56K
$307K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-534- 19.28% |
$67.8K - $73.4K
|
2.24K
$439K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.37K+ 171.04% |
$174K - $188K
|
2.17K
$426K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
210+ 567.57% |
$26.7K - $28.9K
|
247
$48.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
480New |
$61K - $65.9K
|
480
$94.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
71+ 0.86% |
$9.02K - $9.75K
|
8.34K
$1.64M
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 39.22% |
$4.77K - $5.28K
|
62
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$261K - $289K
|
2.19K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-21- 10.94% |
$2.51K - $2.77K
|
171
$33.6K
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
13.5KNew |
$1.61M - $1.78M
|
13.5K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-348- 13.52% |
$41.5K - $45.9K
|
2.23K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-166- 7.71% |
$19.8K - $21.9K
|
1.99K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 59.58% |
$361K - $399K
|
8.09K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
350New |
$41.8K - $46.2K
|
350
$68.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.5K- 22.05% |
$3.52M - $3.89M
|
104K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13K- 13.27% |
$1.55M - $1.72M
|
85.1K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
175New |
$20.9K - $23.1K
|
175
$34.4K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-15.3K- 38.0% |
$1.83M - $2.02M
|
25K
$4.91M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
408New |
$48.7K - $53.8K
|
408
$80.2K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
404New |
$48.2K - $53.3K
|
404
$79.4K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11+ 0.27% |
$1.31K - $1.45K
|
4.02K
$789K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
30New |
$3.58K - $3.96K
|
30
$5.89K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-170- 9.63% |
$20.3K - $22.4K
|
1.6K
$314K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4KNew |
$477K - $528K
|
4K
$786K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.41KNew |
$288K - $318K
|
2.41K
$474K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.75KNew |
$805K - $890K
|
6.75K
$1.33M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
32New |
$3.82K - $4.22K
|
32
$6.29K
|
|