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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
41.2K+ 347.25% |
$5.95M - $6.48M
|
53.1K
$8.31M
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
31.9KNew |
$4.6M - $5.01M
|
31.9K
$4.99M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.3K+ 184.72% |
$3.8M - $4.14M
|
40.6K
$6.35M
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
19.2KNew |
$2.77M - $3.02M
|
19.2K
$3.01M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$2.37M - $2.58M
|
16.4K
$2.57M
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
14.9KNew |
$2.15M - $2.35M
|
14.9K
$2.34M
|
|
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
$6.88M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11KNew |
$1.58M - $1.72M
|
11K
$1.72M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9.89K+ 326.95% |
$1.43M - $1.56M
|
12.9K
$2.02M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.53K+ 159.2% |
$1.23M - $1.34M
|
13.9K
$2.18M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.33KNew |
$913K - $996K
|
6.33K
$991K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.32K+ 6.11% |
$912K - $994K
|
110K
$17.2M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.19K+ 40.36% |
$893K - $974K
|
21.5K
$3.37M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
6KNew |
$866K - $944K
|
6K
$939K
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
5.43KNew |
$783K - $853K
|
5.43K
$849K
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.25K+ 22.2% |
$758K - $826K
|
28.9K
$4.52M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.98K+ 66.42% |
$718K - $783K
|
12.5K
$1.95M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.67KNew |
$674K - $735K
|
4.67K
$732K
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
4.4KNew |
$635K - $692K
|
4.4K
$689K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4.22KNew |
$608K - $663K
|
4.22K
$660K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.08KNew |
$589K - $642K
|
4.08K
$639K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.06K+ 2.66% |
$586K - $639K
|
157K
$24.6M
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.99K+ 39.22% |
$576K - $628K
|
14.2K
$2.22M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.97KNew |
$573K - $625K
|
3.97K
$622K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.95K+ 141.88% |
$570K - $621K
|
6.73K
$1.05M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.75K+ 72.08% |
$541K - $589K
|
8.94K
$1.4M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.7KNew |
$533K - $581K
|
3.7K
$579K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.32KNew |
$479K - $522K
|
3.32K
$520K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.32K+ 4.64% |
$479K - $522K
|
74.8K
$11.7M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.22K+ 30.49% |
$464K - $506K
|
13.8K
$2.16M
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
3.18K+ 81.94% |
$458K - $499K
|
7.05K
$1.1M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.92K+ 75.28% |
$422K - $460K
|
6.81K
$1.07M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.6KNew |
$375K - $409K
|
2.6K
$407K
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.38KNew |
$343K - $374K
|
2.38K
$373K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.21KNew |
$318K - $347K
|
2.21K
$345K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.16K+ 36.54% |
$311K - $339K
|
8.06K
$1.26M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2.08KNew |
$300K - $327K
|
2.08K
$325K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.95KNew |
$281K - $306K
|
1.95K
$305K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.91KNew |
$275K - $300K
|
1.91K
$298K
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.9K+ 6.59% |
$274K - $299K
|
30.8K
$4.81M
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$271K - $296K
|
1.88K
$295K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.86K+ 9.77% |
$268K - $292K
|
20.9K
$3.27M
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 9.87% |
$266K - $290K
|
20.5K
$3.21M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.84K+ 9.37% |
$266K - $289K
|
21.5K
$3.36M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.79K+ 125.93% |
$258K - $281K
|
3.21K
$502K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.74K+ 9.97% |
$251K - $274K
|
19.2K
$3M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.59KNew |
$229K - $250K
|
1.59K
$249K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.5KNew |
$216K - $236K
|
1.5K
$235K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.48K+ 46.22% |
$214K - $233K
|
4.68K
$733K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.4K+ 82.89% |
$201K - $219K
|
3.08K
$482K
|