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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.02KClosed |
$299K - $341K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200New |
$19.8K - $22.6K
|
200
$29.5K
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-8.88KClosed |
$878K - $1M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
84New |
$8.3K - $9.49K
|
84
$12.4K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-140Closed |
$13.8K - $15.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-23Closed |
$2.27K - $2.6K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
10KNew |
$988K - $1.13M
|
10K
$1.48M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.03KClosed |
$200K - $229K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-75Closed |
$7.41K - $8.47K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.15KClosed |
$509K - $582K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-40- 80.0% |
$3.95K - $4.52K
|
10
$1.48K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-107Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 50.0% |
$395 - $452
|
12
$1.77K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-70.4KClosed |
$6.95M - $7.95M
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
100New |
$9.55K - $10.9K
|
100
$14.8K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-148Closed |
$14.1K - $16.1K
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
3.86KNew |
$369K - $421K
|
3.86K
$569K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.87KClosed |
$179K - $204K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-210Closed |
$20.1K - $22.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-530Closed |
$50.6K - $57.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
182New |
$17.4K - $19.8K
|
182
$26.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-360Closed |
$34.4K - $39.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-897- 19.95% |
$85.7K - $97.7K
|
3.6K
$531K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.52KNew |
$718K - $819K
|
7.52K
$1.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.35KClosed |
$511K - $583K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-210Closed |
$20.1K - $22.9K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.33KNew |
$127K - $145K
|
1.33K
$196K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-241Closed |
$23K - $26.3K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.82KClosed |
$364K - $416K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148New |
$14.9K - $16.3K
|
148
$21.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-985Closed |
$99.4K - $109K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-245- 37.98% |
$24.7K - $27K
|
400
$59K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-24Closed |
$2.42K - $2.65K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-125Closed |
$12.6K - $13.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-163Closed |
$16.5K - $18K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.8KClosed |
$182K - $199K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10New |
$1.01K - $1.1K
|
10
$1.48K
|
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2KClosed |
$202K - $221K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-3.22KClosed |
$325K - $355K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.05KClosed |
$207K - $226K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.86KNew |
$693K - $757K
|
6.86K
$1.01M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$2.02K - $2.21K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-482Closed |
$48.7K - $53.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-298- 85.63% |
$30.5K - $33.6K
|
50
$7.38K
|
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-450Closed |
$46K - $50.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-302Closed |
$30.9K - $34.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-28.2KClosed |
$2.89M - $3.19M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-8.6KClosed |
$879K - $971K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.7KClosed |
$174K - $192K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-228Closed |
$23.3K - $25.7K
|
0
$0
|
|