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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
172K+ 323.58% |
$16M - $19.6M
|
225K
$34.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.22KNew |
$113K - $139K
|
1.22K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
53New |
$4.93K - $6.05K
|
53
$8.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-606K- 99.11% |
$56.4M - $69.1M
|
5.47K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
41New |
$3.82K - $4.68K
|
41
$6.35K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$9.31K - $11.4K
|
100
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$93.1 - $114
|
2.28K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18New |
$1.68K - $2.05K
|
18
$2.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-20.5K- 14.02% |
$1.91M - $2.34M
|
126K
$19.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$310K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.75KNew |
$442K - $542K
|
4.75K
$737K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
13New |
$1.21K - $1.48K
|
13
$2.01K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-673- 92.96% |
$62.6K - $76.8K
|
51
$7.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5New |
$465 - $571
|
5
$775
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-287- 10.65% |
$26.7K - $32.7K
|
2.41K
$373K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-234- 4.14% |
$21.8K - $26.7K
|
5.41K
$838K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.8KNew |
$168K - $205K
|
1.8K
$279K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.2KNew |
$3M - $3.67M
|
32.2K
$4.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
31+ 1.41% |
$2.89K - $3.54K
|
2.23K
$346K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$310K
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
10.1KNew |
$940K - $1.15M
|
10.1K
$1.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
16.8KNew |
$1.57M - $1.92M
|
16.8K
$2.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
115New |
$10.7K - $13.1K
|
115
$17.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
50.8KNew |
$4.72M - $5.79M
|
50.8K
$7.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.03KNew |
$189K - $231K
|
2.03K
$314K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-90- 2.0% |
$8.38K - $10.3K
|
4.41K
$683K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$1.96M - $2.4M
|
21K
$3.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$1.79M - $2.19M
|
19.2K
$2.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
62New |
$5.77K - $7.07K
|
62
$9.61K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
50New |
$4.65K - $5.71K
|
50
$7.75K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$931 - $1.14K
|
10
$1.55K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$168K - $206K
|
1.8K
$279K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.36K+ 53.52% |
$397K - $474K
|
12.5K
$1.94M
|
|
|
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
$6.35K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
377New |
$34.4K - $41K
|
377
$58.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$54.7K - $65.2K
|
600
$93K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-60- 36.59% |
$5.47K - $6.52K
|
104
$16.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.56K- 38.1% |
$142K - $170K
|
2.54K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-50- 7.25% |
$4.56K - $5.43K
|
640
$99.2K
|
|
|
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
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.4KNew |
$584K - $695K
|
6.4K
$992K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
152+ 0.8% |
$13.9K - $16.5K
|
19.2K
$2.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
98.8K+ 77823.62% |
$9.01M - $10.7M
|
99K
$15.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-407- 12.73% |
$37.1K - $44.2K
|
2.79K
$432K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
19New |
$1.73K - $2.06K
|
19
$2.94K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
150New |
$13.7K - $16.3K
|
150
$23.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
30.4KNew |
$2.77M - $3.3M
|
30.4K
$4.71M
|
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
5.56KNew |
$507K - $604K
|
5.56K
$861K
|
|