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 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
30New |
$3.58K - $3.96K
|
30
$5.98K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11+ 0.27% |
$1.31K - $1.45K
|
4.02K
$801K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8New |
$954 - $1.06K
|
8
$1.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8New |
$954 - $1.06K
|
8
$1.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 0.47% |
$239 - $264
|
428
$85.4K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30K+ 182.92% |
$3.1M - $3.8M
|
46.5K
$9.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.4KNew |
$1.28M - $1.57M
|
12.4K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
11KNew |
$1.14M - $1.4M
|
11K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.45KNew |
$871K - $1.07M
|
8.45K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Knoll Capital Management, LLC
Miami, FL |
BUY
|
- |
7.65KNew |
$789K - $969K
|
7.65K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
7K+ 30.43% |
$722K - $887K
|
30K
$5.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
4.55KNew |
$469K - $576K
|
4.55K
$907K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$463K - $569K
|
4.49K
$896K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
3.44KNew |
$354K - $435K
|
3.44K
$685K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$332K - $407K
|
3.22K
$641K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.5KNew |
$258K - $317K
|
2.5K
$499K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.93KNew |
$199K - $244K
|
1.93K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.9KNew |
$195K - $240K
|
1.9K
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$369K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.85KNew |
$191K - $234K
|
1.85K
$369K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.85KNew |
$190K - $234K
|
1.85K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$186K - $228K
|
1.8K
$360K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1.8KNew |
$186K - $228K
|
1.8K
$359K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.76KNew |
$182K - $223K
|
1.76K
$351K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.6KNew |
$165K - $203K
|
1.6K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.33K+ 50.21% |
$137K - $168K
|
3.97K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.3KNew |
$134K - $165K
|
1.3K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
300New |
$30.9K - $38K
|
300
$59.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
250New |
$25.8K - $31.7K
|
250
$49.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
238New |
$24.6K - $30.1K
|
238
$47.5K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
185New |
$19.1K - $23.4K
|
185
$36.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
184New |
$19K - $23.3K
|
184
$36.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
183New |
$18.9K - $23.2K
|
183
$36.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
178New |
$18.4K - $22.5K
|
178
$35.5K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
160New |
$16.5K - $20.3K
|
160
$31.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
140New |
$14.4K - $17.7K
|
140
$27.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
125New |
$12.9K - $15.8K
|
125
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110+ 21.57% |
$11.3K - $13.9K
|
620
$124K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
92+ 3.32% |
$9.49K - $11.7K
|
2.86K
$570K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
86New |
$8.87K - $10.9K
|
86
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
84+ 12.5% |
$8.67K - $10.6K
|
756
$151K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
65New |
$6.71K - $8.23K
|
65
$13K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
56New |
$5.78K - $7.09K
|
56
$11.2K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
50New |
$5.16K - $6.33K
|
50
$9.97K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
46New |
$4.75K - $5.83K
|
46
$9.17K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
45New |
$4.64K - $5.7K
|
45
$8.97K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41New |
$4.23K - $5.19K
|
41
$8.18K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
24+ 1.46% |
$2.48K - $3.04K
|
1.67K
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20New |
$2.06K - $2.53K
|
20
$3.99K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
15New |
$1.55K - $1.9K
|
15
$2.99K
|
|