Latest Institutional Purchases of Ishares Tr (ITA)
This list provides information on the latest institutional transactions involving Ishares Tr (ITA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
181KNew |
$24.5M - $34.1M
|
181K
$35.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
67.1KNew |
$9.08M - $12.7M
|
67.1K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
38KNew |
$5.14M - $7.17M
|
38K
$7.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
19.9K+ 651.88% |
$2.69M - $3.76M
|
23K
$4.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
19.4K+ 12.16% |
$2.63M - $3.66M
|
179K
$35.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
19KNew |
$2.58M - $3.59M
|
19K
$3.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
16.5KNew |
$2.23M - $3.11M
|
16.5K
$3.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
12.2K+ 596.83% |
$1.66M - $2.31M
|
14.3K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
11.5KNew |
$1.55M - $2.16M
|
11.5K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9.18KNew |
$1.24M - $1.73M
|
9.18K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.02KNew |
$1.22M - $1.7M
|
9.02K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8.35KNew |
$1.13M - $1.57M
|
8.35K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
8.29K+ 68.62% |
$1.12M - $1.56M
|
20.4K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.79K+ 5.08% |
$919K - $1.28M
|
140K
$27.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.97K+ 261.05% |
$673K - $938K
|
6.88K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.3K+ 19.21% |
$582K - $811K
|
26.7K
$5.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.11K+ 16.07% |
$556K - $775K
|
29.7K
$5.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.98KNew |
$403K - $562K
|
2.98K
$586K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.81K+ 52.66% |
$380K - $530K
|
8.14K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.53KNew |
$343K - $478K
|
2.53K
$499K
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
2.53KNew |
$342K - $476K
|
2.53K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.5K+ 4.79% |
$338K - $472K
|
54.7K
$10.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.06KNew |
$279K - $388K
|
2.06K
$405K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.94K+ 4.19% |
$263K - $366K
|
48.2K
$9.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.87K+ 11.43% |
$252K - $352K
|
18.2K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.76KNew |
$238K - $332K
|
1.76K
$347K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.75KNew |
$237K - $330K
|
1.75K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 8.22% |
$219K - $305K
|
21.3K
$4.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.45KNew |
$196K - $273K
|
1.45K
$285K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.39KNew |
$188K - $262K
|
1.39K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.36KNew |
$184K - $256K
|
1.36K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.3K+ 29.44% |
$175K - $244K
|
5.7K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 30.62% |
$164K - $228K
|
5.16K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.2KNew |
$162K - $226K
|
1.2K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.19KNew |
$160K - $224K
|
1.19K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.14KNew |
$154K - $214K
|
1.14K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.13K+ 1.36% |
$153K - $213K
|
84.4K
$16.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.11KNew |
$150K - $210K
|
1.11K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.1KNew |
$148K - $207K
|
1.1K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.09KNew |
$147K - $206K
|
1.09K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.09K+ 92.74% |
$147K - $205K
|
2.26K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.07K+ 17.28% |
$145K - $202K
|
7.28K
$1.43M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.06K+ 60.47% |
$143K - $199K
|
2.81K
$552K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 58.25% |
$136K - $190K
|
2.73K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
931+ 4.94% |
$126K - $176K
|
19.8K
$3.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
832New |
$113K - $157K
|
832
$164K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
815+ 11.33% |
$110K - $154K
|
8.01K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
686New |
$92.8K - $129K
|
686
$135K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
674+ 66.4% |
$91.2K - $127K
|
1.69K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
670+ 3.71% |
$90.7K - $126K
|
18.8K
$3.69M
|