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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$21.7K - $23.5K
|
200
$29.5K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
87New |
$9.43K - $10.2K
|
87
$12.8K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
32New |
$3.47K - $3.77K
|
32
$4.72K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27+ 12.11% |
$2.93K - $3.18K
|
250
$36.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$2.95K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$2.95K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 20.0% |
$1.08K - $1.18K
|
60
$8.85K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$434 - $471
|
4
$590
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.34% |
$108 - $118
|
291
$42.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$20M - $24.6M
|
215K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$20M - $24.6M
|
215K
$31.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
172K+ 323.58% |
$16M - $19.6M
|
225K
$33.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
50.8KNew |
$4.72M - $5.79M
|
50.8K
$7.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.2KNew |
$3M - $3.67M
|
32.2K
$4.75M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
23.6KNew |
$2.19M - $2.69M
|
23.6K
$3.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$1.96M - $2.4M
|
21K
$3.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$1.79M - $2.19M
|
19.2K
$2.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
16.8KNew |
$1.57M - $1.92M
|
16.8K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$1M - $1.23M
|
10.8K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
10.1KNew |
$940K - $1.15M
|
10.1K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.75KNew |
$442K - $542K
|
4.75K
$701K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.03KNew |
$189K - $231K
|
2.03K
$299K
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$295K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$295K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$168K - $206K
|
1.8K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
1.8KNew |
$168K - $205K
|
1.8K
$266K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.8KNew |
$168K - $205K
|
1.8K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.22KNew |
$113K - $139K
|
1.22K
$180K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
210New |
$19.5K - $24K
|
210
$31K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
115New |
$10.7K - $13.1K
|
115
$17K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100New |
$9.31K - $11.4K
|
100
$14.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$6.05K - $7.42K
|
65
$9.59K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
62New |
$5.77K - $7.07K
|
62
$9.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
53New |
$4.93K - $6.05K
|
53
$7.82K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
50New |
$4.65K - $5.71K
|
50
$7.38K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
43+ 268.75% |
$4K - $4.91K
|
59
$8.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
41New |
$3.82K - $4.68K
|
41
$6.05K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
31+ 1.41% |
$2.89K - $3.54K
|
2.23K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18New |
$1.68K - $2.05K
|
18
$2.66K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
13New |
$1.21K - $1.48K
|
13
$1.92K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$931 - $1.14K
|
10
$1.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
8+ 1.13% |
$745 - $913
|
713
$105K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5New |
$465 - $571
|
5
$738
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$93.1 - $114
|
2.28K
$336K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
98.8K+ 77823.62% |
$9.01M - $10.7M
|
99K
$14.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
30.4KNew |
$2.77M - $3.3M
|
30.4K
$4.48M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
14.5KNew |
$1.32M - $1.57M
|
14.5K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.4KNew |
$584K - $695K
|
6.4K
$944K
|
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
5.56KNew |
$507K - $604K
|
5.56K
$820K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.36K+ 53.52% |
$397K - $474K
|
12.5K
$1.84M
|
|