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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
130KNew |
$14.1M - $15.3M
|
130K
$24.1M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
PUT |
130KNew |
$14.1M - $15.3M
|
130K
$24.1M
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
96.6KNew |
$10.5M - $11.4M
|
96.6K
$17.9M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
76.7KNew |
$8.32M - $9.04M
|
76.7K
$14.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
36.9KNew |
$4M - $4.34M
|
36.9K
$6.82M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
13.1KNew |
$1.42M - $1.55M
|
13.1K
$2.43M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
12KNew |
$1.3M - $1.41M
|
12K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
8.17KNew |
$886K - $962K
|
8.17K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.8KNew |
$846K - $918K
|
7.8K
$1.44M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.31K+ 94.27% |
$685K - $743K
|
13K
$2.41M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.8K+ 14.39% |
$629K - $683K
|
46.1K
$8.53M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
5.52KNew |
$598K - $650K
|
5.52K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.41K+ 29.72% |
$478K - $519K
|
19.3K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.12KNew |
$446K - $485K
|
4.12K
$761K
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.65KNew |
$396K - $430K
|
3.65K
$675K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.64KNew |
$394K - $428K
|
3.64K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.88KNew |
$312K - $339K
|
2.88K
$532K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.61KNew |
$283K - $307K
|
2.61K
$483K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
2.5KNew |
$271K - $294K
|
2.5K
$463K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.03KNew |
$220K - $238K
|
2.03K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
550New |
$59.6K - $64.8K
|
550
$102K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
510+ 119.16% |
$55.3K - $60K
|
938
$174K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
228New |
$24.7K - $26.8K
|
228
$42.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
225New |
$24.4K - $26.5K
|
225
$41.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$21.7K - $23.5K
|
200
$37K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
87New |
$9.43K - $10.2K
|
87
$16.1K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
32New |
$3.47K - $3.77K
|
32
$5.92K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27+ 12.11% |
$2.93K - $3.18K
|
250
$46.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$3.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20New |
$2.17K - $2.35K
|
20
$3.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 20.0% |
$1.08K - $1.18K
|
60
$11.1K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4New |
$434 - $471
|
4
$740
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.34% |
$108 - $118
|
291
$53.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$20M - $24.6M
|
215K
$39.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
215KNew |
$20M - $24.6M
|
215K
$39.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
172K+ 323.58% |
$16M - $19.6M
|
225K
$41.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
50.8KNew |
$4.72M - $5.79M
|
50.8K
$9.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.2KNew |
$3M - $3.67M
|
32.2K
$5.96M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
23.6KNew |
$2.19M - $2.69M
|
23.6K
$4.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$1.96M - $2.4M
|
21K
$3.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$1.79M - $2.19M
|
19.2K
$3.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
16.8KNew |
$1.57M - $1.92M
|
16.8K
$3.11M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$1M - $1.23M
|
10.8K
$1.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
10.1KNew |
$940K - $1.15M
|
10.1K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.75KNew |
$442K - $542K
|
4.75K
$880K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.03KNew |
$189K - $231K
|
2.03K
$375K
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$370K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2KNew |
$186K - $228K
|
2K
$370K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$168K - $206K
|
1.8K
$334K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.8KNew |
$168K - $205K
|
1.8K
$333K
|
|