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 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-20- 0.11% |
$2.89K - $3.15K
|
18.6K
$2.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.5KNew |
$216K - $236K
|
1.5K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.78K- 31.13% |
$256K - $280K
|
3.93K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28- 0.61% |
$4.04K - $4.4K
|
4.58K
$709K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
4.4KNew |
$635K - $692K
|
4.4K
$682K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.84K+ 9.37% |
$266K - $289K
|
21.5K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 94.18% |
$187K - $204K
|
2.67K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.79K+ 125.93% |
$258K - $281K
|
3.21K
$497K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-268- 0.91% |
$38.7K - $42.2K
|
29.2K
$4.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$2.37M - $2.58M
|
16.4K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
882+ 12.47% |
$127K - $139K
|
7.96K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-5.67K- 15.41% |
$818K - $892K
|
31.1K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
25+ 0.65% |
$3.61K - $3.93K
|
3.85K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-57- 0.81% |
$8.23K - $8.97K
|
6.96K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.18K- 12.49% |
$459K - $500K
|
22.3K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.4K+ 34.95% |
$1.64M - $1.79M
|
43.9K
$6.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49+ 61.25% |
$7.07K - $7.71K
|
129
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.37K- 13.97% |
$198K - $216K
|
8.44K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
130+ 200.0% |
$18.8K - $20.5K
|
195
$30.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-25- 1.08% |
$3.61K - $3.93K
|
2.29K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-64- 6.7% |
$9.24K - $10.1K
|
891
$138K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-4- 0.07% |
$577 - $629
|
5.75K
$890K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
266+ 12.01% |
$38.4K - $41.8K
|
2.48K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.95K+ 141.88% |
$570K - $621K
|
6.73K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.36KNew |
$196K - $213K
|
1.36K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-53- 3.07% |
$7.65K - $8.34K
|
1.67K
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-272- 6.32% |
$39.3K - $42.8K
|
4.03K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 5.1% |
$5.77K - $6.29K
|
745
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
618+ 31.61% |
$89.2K - $97.2K
|
2.57K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-254- 45.85% |
$36.7K - $40K
|
300
$46.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.32K+ 6.11% |
$912K - $994K
|
110K
$17M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
240+ 300.0% |
$34.6K - $37.8K
|
320
$49.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24+ 6.03% |
$3.46K - $3.78K
|
422
$65.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.09% |
$289 - $315
|
2.29K
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-30- 0.37% |
$4.33K - $4.72K
|
8.17K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
400+ 15.43% |
$57.7K - $62.9K
|
2.99K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 1.62% |
$5.2K - $5.66K
|
2.18K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.22K+ 30.49% |
$464K - $506K
|
13.8K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
290+ 18.25% |
$41.8K - $45.6K
|
1.88K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 4.9% |
$240K - $262K
|
32.3K
$5M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
60+ 0.58% |
$8.66K - $9.44K
|
10.5K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
3.18K+ 81.94% |
$458K - $499K
|
7.05K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-247- 0.25% |
$35.6K - $38.9K
|
98.4K
$15.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-117- 11.25% |
$16.9K - $18.4K
|
923
$143K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.33KNew |
$913K - $996K
|
6.33K
$981K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.32KNew |
$479K - $522K
|
3.32K
$514K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-53- 3.54% |
$7.65K - $8.34K
|
1.44K
$224K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
66New |
$9.52K - $10.4K
|
66
$10.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
718+ 1.77% |
$104K - $113K
|
41.2K
$6.38M
|
|
| Q3 2024 | |||||||
|
Jan 28, 2025
Q3 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
4.85K+ 3125.81% |
$638K - $725K
|
5K
$775K
|
|