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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.91KNew |
$275K - $300K
|
1.91K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
308+ 4.11% |
$44.4K - $48.5K
|
7.8K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.08% |
$289 - $315
|
2.37K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
336+ 18.45% |
$48.5K - $52.9K
|
2.16K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 43.77% |
$247K - $269K
|
2.2K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-19- 0.29% |
$2.74K - $2.99K
|
6.49K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-128- 7.54% |
$18.5K - $20.1K
|
1.57K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
99New |
$14.3K - $15.6K
|
99
$15.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-718- 13.65% |
$104K - $113K
|
4.54K
$704K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-308- 14.23% |
$44.4K - $48.5K
|
1.86K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.67K- 18.19% |
$241K - $262K
|
7.5K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 9.87% |
$266K - $290K
|
20.5K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.8K- 77.16% |
$2.71M - $2.96M
|
5.57K
$862K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.08K- 32.17% |
$1.02M - $1.11M
|
14.9K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
493+ 2.92% |
$71.1K - $77.6K
|
17.4K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$144 - $157
|
231
$35.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261+ 6.06% |
$37.7K - $41.1K
|
4.57K
$708K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-223- 8.09% |
$32.2K - $35.1K
|
2.53K
$392K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
162+ 2.82% |
$23.4K - $25.5K
|
5.9K
$915K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.19% |
$4.76K - $5.19K
|
2.74K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
500+ 5.16% |
$72.2K - $78.7K
|
10.2K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.95KNew |
$281K - $306K
|
1.95K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
215New |
$31K - $33.8K
|
215
$33.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
130+ 7.75% |
$18.8K - $20.5K
|
1.81K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-95- 9.13% |
$13.7K - $14.9K
|
945
$146K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.08% |
$2.16K - $2.36K
|
18.3K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
209+ 0.75% |
$30.2K - $32.9K
|
28.2K
$4.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.44K- 2.94% |
$497K - $541K
|
114K
$17.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 1.97% |
$169K - $184K
|
60.5K
$9.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
398+ 6.37% |
$57.4K - $62.6K
|
6.65K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
45New |
$6.49K - $7.08K
|
45
$6.97K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
6KNew |
$866K - $944K
|
6K
$930K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34+ 0.48% |
$4.91K - $5.35K
|
7.12K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8.42K- 97.15% |
$1.21M - $1.32M
|
247
$38.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-648- 0.86% |
$93.5K - $102K
|
74.8K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.21KNew |
$318K - $347K
|
2.21K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
268+ 7.99% |
$38.7K - $42.2K
|
3.62K
$561K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.1K- 10.19% |
$159K - $173K
|
9.69K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
156+ 3.87% |
$22.5K - $24.5K
|
4.19K
$649K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.01K+ 15.0% |
$145K - $159K
|
7.73K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
40+ 0.98% |
$5.77K - $6.29K
|
4.12K
$638K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-281- 0.75% |
$40.6K - $44.2K
|
37.2K
$5.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-30- 0.76% |
$4.33K - $4.72K
|
3.94K
$610K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1K- 11.3% |
$145K - $158K
|
7.86K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.32K+ 4.64% |
$479K - $522K
|
74.8K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40New |
$5.77K - $6.29K
|
40
$6.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$433 - $472
|
4.95K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.25K+ 22.2% |
$758K - $826K
|
28.9K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
646+ 3.39% |
$93.2K - $102K
|
19.7K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-57- 3.03% |
$8.23K - $8.97K
|
1.83K
$283K
|