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 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.06KNew |
$333K - $360K
|
3.06K
$452K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3KNew |
$326K - $352K
|
3K
$443K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
2.8K+ 13.04% |
$304K - $328K
|
24.2K
$3.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.08KNew |
$226K - $244K
|
2.08K
$307K
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.9KNew |
$206K - $223K
|
1.9K
$280K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.11K+ 6.73% |
$120K - $130K
|
17.5K
$2.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
543New |
$59K - $63.8K
|
543
$80.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
481New |
$52.3K - $56.5K
|
481
$71K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$27.2K - $29.4K
|
250
$36.9K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
207+ 0.64% |
$22.5K - $24.3K
|
32.7K
$4.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
189+ 0.79% |
$20.5K - $22.2K
|
24K
$3.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
177New |
$19.2K - $20.8K
|
177
$26.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
175+ 15.09% |
$19K - $20.5K
|
1.34K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
150New |
$16.3K - $17.6K
|
150
$22.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150New |
$16.3K - $17.6K
|
150
$22.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$10.9K - $11.7K
|
100
$14.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
95New |
$10.3K - $11.2K
|
95
$14K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
43+ 1.12% |
$4.67K - $5.05K
|
3.87K
$571K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$4.35K - $4.7K
|
40
$5.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
39New |
$4.24K - $4.58K
|
39
$5.75K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
25+ 0.25% |
$2.72K - $2.94K
|
10K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
17New |
$1.85K - $2K
|
17
$2.51K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$1.3K - $1.41K
|
12
$1.77K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.27MNew |
$138M - $150M
|
1.27M
$188M
|
|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
130KNew |
$14.1M - $15.3M
|
130K
$19.2M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
PUT |
130KNew |
$14.1M - $15.3M
|
130K
$19.2M
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
96.6KNew |
$10.5M - $11.4M
|
96.6K
$14.3M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
76.7KNew |
$8.32M - $9.04M
|
76.7K
$11.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
36.9KNew |
$4M - $4.34M
|
36.9K
$5.44M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
13.1KNew |
$1.42M - $1.55M
|
13.1K
$1.94M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
12KNew |
$1.3M - $1.41M
|
12K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.17KNew |
$886K - $962K
|
8.17K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.8KNew |
$846K - $918K
|
7.8K
$1.15M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.31K+ 94.27% |
$685K - $743K
|
13K
$1.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.8K+ 14.39% |
$629K - $683K
|
46.1K
$6.8M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
5.52KNew |
$598K - $650K
|
5.52K
$814K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.41K+ 29.72% |
$478K - $519K
|
19.3K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.12KNew |
$446K - $485K
|
4.12K
$607K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.65KNew |
$396K - $430K
|
3.65K
$539K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.64KNew |
$394K - $428K
|
3.64K
$537K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.88KNew |
$312K - $339K
|
2.88K
$424K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.61KNew |
$283K - $307K
|
2.61K
$385K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
2.5KNew |
$271K - $294K
|
2.5K
$369K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.03KNew |
$220K - $238K
|
2.03K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1KNew |
$108K - $118K
|
1K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
550New |
$59.6K - $64.8K
|
550
$81.1K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
510+ 119.16% |
$55.3K - $60K
|
938
$138K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
346+ 50.29% |
$37.5K - $40.7K
|
1.03K
$153K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
228New |
$24.7K - $26.8K
|
228
$33.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
225New |
$24.4K - $26.5K
|
225
$33.2K
|
|