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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.47KClosed |
$113K - $126K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-220Closed |
$17K - $18.9K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-10Closed |
$773 - $861
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-36.8KClosed |
$2.84M - $3.16M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-127Closed |
$9.82K - $10.9K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.87KClosed |
$145K - $161K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-31Closed |
$2.4K - $2.67K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.03KClosed |
$466K - $519K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-240- 3.65% |
$16.3K - $23.3K
|
6.34K
$997K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-32Closed |
$2.17K - $3.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-58Closed |
$3.94K - $5.62K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.1KClosed |
$482K - $688K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.41KClosed |
$232K - $331K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
9.81KNew |
$666K - $950K
|
9.81K
$1.54M
|
|
|
Aug 13, 2020
Q2 2020
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-21Closed |
$1.43K - $2.04K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.66KClosed |
$113K - $161K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-5.44KClosed |
$369K - $527K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
SELL
|
- |
-8.48KClosed |
$576K - $822K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.83KClosed |
$124K - $177K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.53KClosed |
$104K - $148K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.01KClosed |
$204K - $292K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Arrow Financial Corp
|
SELL
|
- |
-75Closed |
$5.09K - $7.27K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-72Closed |
$4.89K - $6.98K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-24KClosed |
$1.63M - $2.33M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$136 - $194
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-7.63KClosed |
$518K - $739K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.01KClosed |
$204K - $292K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.01KClosed |
$136K - $194K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.09KClosed |
$278K - $396K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 29, 2021
Q1 2020
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-12.5KClosed |
$736K - $1.5M
|
0
$0
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-70- 15.73% |
$4.11K - $8.39K
|
375
$59K
|
|
|
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-26.4KClosed |
$1.55M - $3.17M
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-100Closed |
$5.88K - $12K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-17Closed |
$999 - $2.04K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-909Closed |
$53.4K - $109K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-85Closed |
$4.99K - $10.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.48KClosed |
$86.7K - $177K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-35.6KClosed |
$2.09M - $4.27M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-21.5KClosed |
$1.26M - $2.58M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.04KClosed |
$120K - $245K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-440Closed |
$25.9K - $52.8K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-2.19KClosed |
$129K - $263K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.9KClosed |
$171K - $348K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.85KClosed |
$285K - $582K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.71KClosed |
$277K - $565K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.13KClosed |
$125K - $256K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-140Closed |
$8.23K - $16.8K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.01KClosed |
$118K - $241K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Wbh Advisory Inc
|
SELL
|
- |
-927Closed |
$54.5K - $111K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Spinnaker Trust
|
SELL
|
- |
-12.4KClosed |
$727K - $1.48M
|
0
$0
|
|