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 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
|
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.6KClosed |
$368K - $406K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-125Closed |
$12.8K - $14.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.33KClosed |
$136K - $150K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-17Closed |
$1.74K - $1.92K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.34KClosed |
$239K - $264K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-250Closed |
$25.6K - $28.2K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Planning Directions Inc
|
SELL
|
- |
-2.3KClosed |
$235K - $260K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-634Closed |
$64.8K - $71.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-818Closed |
$83.6K - $92.4K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-387Closed |
$39.6K - $43.7K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-990- 96.68% |
$101K - $112K
|
34
$6.68K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-520Closed |
$46.3K - $55.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-6.6KClosed |
$588K - $700K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 93.75% |
$1.34K - $1.59K
|
31
$6.09K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.51KClosed |
$223K - $266K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-14Closed |
$1.25K - $1.48K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-35- 50.0% |
$3.12K - $3.71K
|
35
$6.88K
|
|
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-110Closed |
$9.8K - $11.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-5.25KClosed |
$467K - $556K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-416Closed |
$37.1K - $44.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-478Closed |
$42.6K - $50.7K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-32Closed |
$2.85K - $3.39K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-320Closed |
$28.5K - $33.9K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7+ 0.75% |
$624 - $742
|
945
$186K
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-252Closed |
$22.4K - $26.7K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-524Closed |
$46.7K - $55.6K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-120Closed |
$10.7K - $12.7K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-120Closed |
$10.7K - $12.7K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-100Closed |
$8.91K - $10.6K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-174Closed |
$15.5K - $18.5K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.71KClosed |
$241K - $287K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-292Closed |
$26K - $31K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 22, 2024
Q4 2020
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.9KClosed |
$291K - $378K
|
0
$0
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
885+ 100.0% |
$66.1K - $85.8K
|
1.77K
$348K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
235+ 100.0% |
$17.6K - $22.8K
|
470
$92.3K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400New |
$29.9K - $38.8K
|
400
$78.6K
|
|
|
May 14, 2021
Q4 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-165Closed |
$12.3K - $16K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-100Closed |
$7.47K - $9.69K
|
0
$0
|
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.24KClosed |
$167K - $217K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
110+ 100.0% |
$8.22K - $10.7K
|
220
$43.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-24Closed |
$1.79K - $2.33K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-27Closed |
$2.02K - $2.62K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-15.7KClosed |
$1.17M - $1.52M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-223Closed |
$16.7K - $21.6K
|
0
$0
|
|