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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-518- 17.11% |
$68.2K - $77.5K
|
2.51K
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-241- 0.64% |
$31.7K - $36.1K
|
37.5K
$5.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
652New |
$85.8K - $97.6K
|
652
$96.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.06K+ 3.38% |
$140K - $159K
|
32.6K
$4.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.5KNew |
$197K - $224K
|
1.5K
$221K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
364+ 3.78% |
$47.9K - $54.5K
|
9.99K
$1.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-9.46K- 34.98% |
$1.24M - $1.41M
|
17.6K
$2.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 1.27% |
$13.2K - $15K
|
7.76K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
43New |
$5.66K - $6.43K
|
43
$6.34K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-697- 13.94% |
$91.7K - $104K
|
4.3K
$635K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
50+ 1.24% |
$6.58K - $7.48K
|
4.08K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-342- 1.22% |
$45K - $51.2K
|
27.6K
$4.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$181K - $206K
|
1.38K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
66KNew |
$8.68M - $9.88M
|
66K
$9.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
554New |
$72.9K - $82.9K
|
554
$81.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.44K+ 9.43% |
$453K - $515K
|
40K
$5.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.07% |
$132 - $150
|
1.53K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
199+ 8.31% |
$26.2K - $29.8K
|
2.59K
$383K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
543+ 5.86% |
$71.4K - $81.3K
|
9.81K
$1.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-345- 0.93% |
$45.4K - $51.6K
|
36.8K
$5.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 4.96% |
$26.3K - $29.9K
|
4.23K
$624K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-348- 3.19% |
$45.8K - $52.1K
|
10.6K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 0.15% |
$4.47K - $5.09K
|
22K
$3.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
102+ 1.59% |
$13.4K - $15.3K
|
6.53K
$963K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-35- 0.34% |
$4.61K - $5.24K
|
10.4K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.65KNew |
$349K - $397K
|
2.65K
$391K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.81KNew |
$238K - $271K
|
1.81K
$267K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 1.2% |
$13.2K - $15K
|
8.2K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9KNew |
$1.56M - $1.78M
|
11.9K
$1.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-21- 1.03% |
$2.76K - $3.14K
|
2.03K
$299K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.42KNew |
$187K - $213K
|
1.42K
$210K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-100- 6.48% |
$13.2K - $15K
|
1.44K
$213K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-55- 1.96% |
$7.24K - $8.23K
|
2.76K
$406K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.59K+ 28.12% |
$735K - $836K
|
25.5K
$3.76M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-558- 1.62% |
$73.4K - $83.5K
|
33.9K
$5.01M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-60- 12.0% |
$7.89K - $8.98K
|
440
$64.9K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-159K- 8.04% |
$20.1M - $21.8M
|
1.81M
$268M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.7KNew |
$2.24M - $2.43M
|
17.7K
$2.6M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-240- 24.1% |
$30.5K - $33K
|
756
$112K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.91KNew |
$1M - $1.09M
|
7.91K
$1.17M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.31% |
$127 - $137
|
321
$47.4K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 7.49% |
$1.96M - $2.12M
|
221K
$32.6M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.1K- 8.81% |
$1.92M - $2.07M
|
156K
$23.1M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.07K+ 14.14% |
$390K - $421K
|
24.8K
$3.65M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-765- 4.54% |
$97.2K - $105K
|
16.1K
$2.37M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-281- 2.98% |
$35.7K - $38.6K
|
9.15K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-32- 1.49% |
$4.07K - $4.4K
|
2.12K
$312K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-57- 0.63% |
$7.24K - $7.83K
|
8.96K
$1.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.1K+ 188.08% |
$5.35M - $5.79M
|
64.5K
$9.52M
|
|