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 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
210New |
$26.7K - $28.9K
|
210
$32.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
210+ 567.57% |
$26.7K - $28.9K
|
247
$38.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
201New |
$25.5K - $27.6K
|
201
$31.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
199New |
$25.3K - $27.3K
|
199
$30.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
191New |
$24.3K - $26.2K
|
191
$29.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
175+ 3.32% |
$22.2K - $24K
|
5.45K
$843K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
140+ 24.56% |
$17.8K - $19.2K
|
710
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
92New |
$11.7K - $12.6K
|
92
$14.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
71+ 0.86% |
$9.02K - $9.75K
|
8.34K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
55New |
$6.99K - $7.56K
|
55
$8.51K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$6.35K - $6.87K
|
50
$7.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
45+ 1.06% |
$5.72K - $6.18K
|
4.31K
$666K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.26% |
$635 - $687
|
1.96K
$303K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2+ 0.08% |
$254 - $275
|
2.43K
$376K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.26% |
$127 - $137
|
382
$59.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.66% |
$127 - $137
|
152
$23.5K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
29.4KNew |
$3.51M - $3.88M
|
29.4K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
13.5KNew |
$1.61M - $1.78M
|
13.5K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.78KNew |
$1.05M - $1.16M
|
8.78K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.8KNew |
$931K - $1.03M
|
7.8K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.19KNew |
$858K - $949K
|
7.19K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.75KNew |
$805K - $890K
|
6.75K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4KNew |
$477K - $528K
|
4K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 59.58% |
$361K - $399K
|
8.09K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.93KNew |
$350K - $387K
|
2.93K
$454K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.41KNew |
$288K - $318K
|
2.41K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.19KNew |
$261K - $289K
|
2.19K
$339K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
700+ 26.92% |
$83.5K - $92.4K
|
3.3K
$511K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
625+ 2.68% |
$74.6K - $82.5K
|
24K
$3.71M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
487+ 11.05% |
$58.1K - $64.2K
|
4.89K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
408New |
$48.7K - $53.8K
|
408
$63.1K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
404New |
$48.2K - $53.3K
|
404
$62.5K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
350New |
$41.8K - $46.2K
|
350
$54.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
210+ 7.49% |
$25.1K - $27.7K
|
3.02K
$467K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
175New |
$20.9K - $23.1K
|
175
$27.1K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
123New |
$14.7K - $16.2K
|
123
$19K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
115New |
$13.7K - $15.2K
|
115
$17.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
67+ 1340.0% |
$7.99K - $8.84K
|
72
$11.1K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
32New |
$3.82K - $4.22K
|
32
$4.95K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
30New |
$3.58K - $3.96K
|
30
$4.64K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23New |
$2.74K - $3.03K
|
23
$3.56K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
14+ 1.07% |
$1.67K - $1.85K
|
1.33K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11+ 0.27% |
$1.31K - $1.45K
|
4.02K
$622K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8New |
$954 - $1.06K
|
8
$1.24K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8New |
$954 - $1.06K
|
8
$1.24K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.47% |
$239 - $264
|
428
$66.2K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.03% |
$119 - $132
|
3.42K
$529K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30K+ 182.92% |
$3.1M - $3.8M
|
46.5K
$7.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$1.31M - $1.61M
|
12.7K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.4KNew |
$1.28M - $1.57M
|
12.4K
$1.91M
|
|