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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-509- 0.4% |
$67K - $76.2K
|
127K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.39K+ 12.89% |
$446K - $507K
|
29.7K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.3K+ 16.01% |
$172K - $195K
|
9.45K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16+ 0.51% |
$2.11K - $2.39K
|
3.17K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.58KNew |
$207K - $236K
|
1.58K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.49KNew |
$195K - $222K
|
1.49K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.35KNew |
$178K - $202K
|
1.35K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$292K - $332K
|
2.22K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
51+ 2.34% |
$6.71K - $7.63K
|
2.23K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
696+ 0.95% |
$91.6K - $104K
|
73.9K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.05K- 87.28% |
$401K - $456K
|
444
$68.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-249- 1.17% |
$32.8K - $37.3K
|
21K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 95.96% |
$381K - $434K
|
122
$18.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$5.92K - $6.73K
|
45
$6.97K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
694+ 7.24% |
$91.3K - $104K
|
10.3K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$191K - $217K
|
1.45K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-118- 2.26% |
$15.5K - $17.7K
|
5.1K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
61+ 1.7% |
$8.03K - $9.13K
|
3.64K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.6KNew |
$606K - $689K
|
4.6K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
326+ 1.56% |
$42.9K - $48.8K
|
21.3K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 117.91% |
$1.46M - $1.67M
|
20.6K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.58K- 9.84% |
$208K - $236K
|
14.5K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-10- 0.13% |
$1.32K - $1.5K
|
7.57K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
170+ 3.44% |
$22.4K - $25.4K
|
5.11K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
250+ 10.54% |
$32.9K - $37.4K
|
2.62K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.7KNew |
$224K - $254K
|
1.7K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.3K+ 142.66% |
$1.48M - $1.68M
|
19.1K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
600+ 6.0% |
$78.9K - $89.8K
|
10.6K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.23K+ 7.23% |
$161K - $184K
|
18.2K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16K- 90.58% |
$2.1M - $2.39M
|
1.66K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.8KNew |
$237K - $269K
|
1.8K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
210+ 5.3% |
$27.6K - $31.4K
|
4.17K
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-387- 10.11% |
$50.9K - $57.9K
|
3.44K
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.98K+ 175.04% |
$918K - $1.04M
|
11K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.41KNew |
$186K - $211K
|
1.41K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.12K+ 10.07% |
$279K - $317K
|
23.2K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-3.35K- 26.09% |
$441K - $501K
|
9.49K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
828+ 15.7% |
$109K - $124K
|
6.1K
$945K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
28+ 0.49% |
$3.68K - $4.19K
|
5.71K
$884K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-722- 7.05% |
$95K - $108K
|
9.53K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-451K- 88.98% |
$59.3M - $67.4M
|
55.8K
$8.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.53K- 60.93% |
$859K - $977K
|
4.18K
$648K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-418- 5.51% |
$55K - $62.5K
|
7.17K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.69KNew |
$223K - $253K
|
1.69K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.48K- 5.59% |
$327K - $372K
|
42K
$6.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-330- 73.99% |
$43.4K - $49.4K
|
116
$18K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.1K+ 7.64% |
$9.09M - $10.3M
|
974K
$151M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-359- 13.5% |
$47.2K - $53.7K
|
2.3K
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
200New |
$26.3K - $29.9K
|
200
$31K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
176+ 4.59% |
$23.2K - $26.3K
|
4.01K
$621K
|