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 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11KNew |
$1.14M - $1.4M
|
11K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
300New |
$30.9K - $38K
|
300
$58.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
7K+ 30.43% |
$722K - $887K
|
30K
$5.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$186K - $228K
|
1.8K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41New |
$4.23K - $5.19K
|
41
$8.05K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
45New |
$4.64K - $5.7K
|
45
$8.84K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$363K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
92+ 3.32% |
$9.49K - $11.7K
|
2.86K
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 74.07% |
$2.06K - $2.53K
|
7
$1.38K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 43.18% |
$3.92K - $4.81K
|
50
$9.82K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.6KNew |
$165K - $203K
|
1.6K
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-343- 16.58% |
$35.4K - $43.5K
|
1.73K
$339K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
86New |
$8.87K - $10.9K
|
86
$16.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.76KNew |
$182K - $223K
|
1.76K
$346K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.85KNew |
$190K - $234K
|
1.85K
$362K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
140New |
$14.4K - $17.7K
|
140
$27.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-557- 68.18% |
$57.5K - $70.6K
|
260
$51.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-314- 0.6% |
$32.4K - $39.8K
|
52.1K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.93KNew |
$199K - $244K
|
1.93K
$378K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$1.03K - $1.27K
|
10
$1.96K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30K+ 182.92% |
$3.1M - $3.8M
|
46.5K
$9.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
178New |
$18.4K - $22.5K
|
178
$35K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4New |
$413 - $507
|
4
$786
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3+ 0.07% |
$309 - $380
|
4.44K
$872K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60- 7.39% |
$6.19K - $7.6K
|
752
$148K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.33K+ 50.21% |
$137K - $168K
|
3.97K
$780K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.23K- 17.97% |
$334K - $410K
|
14.8K
$2.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
125New |
$12.9K - $15.8K
|
125
$24.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.5KNew |
$258K - $317K
|
2.5K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
250New |
$25.8K - $31.7K
|
250
$49.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.91K- 37.68% |
$197K - $242K
|
3.17K
$622K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.8KNew |
$186K - $228K
|
1.8K
$354K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
65New |
$6.71K - $8.23K
|
65
$12.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
24+ 1.46% |
$2.48K - $3.04K
|
1.67K
$327K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-841- 1.72% |
$86.8K - $107K
|
48.1K
$9.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
56New |
$5.78K - $7.09K
|
56
$11K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.65K- 89.19% |
$170K - $209K
|
200
$39.3K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
87.1KNew |
$9.18M - $10.3M
|
87.1K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
190New |
$20K - $22.5K
|
190
$37.3K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
119KNew |
$12.6M - $14.1M
|
119K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
109New |
$11.5K - $12.9K
|
109
$21.4K
|
|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
295+ 3.54% |
$31.1K - $34.9K
|
8.64K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
345+ 627.27% |
$36.4K - $40.8K
|
400
$78.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
250+ 8.24% |
$26.4K - $29.5K
|
3.28K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.8K- 95.0% |
$401K - $449K
|
200
$39.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.64KNew |
$595K - $667K
|
5.64K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
678New |
$71.5K - $80.1K
|
678
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-8- 34.78% |
$843 - $945
|
15
$2.95K
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
16+ 0.47% |
$1.69K - $1.89K
|
3.42K
$671K
|
|