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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10New |
$1.03K - $1.27K
|
10
$1.99K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
9New |
$928 - $1.14K
|
9
$1.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
8New |
$825 - $1.01K
|
8
$1.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$722 - $887
|
7
$1.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4New |
$413 - $507
|
4
$798
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3+ 0.07% |
$309 - $380
|
4.44K
$885K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 6.25% |
$103 - $127
|
17
$3.39K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
178KNew |
$18.8M - $21M
|
178K
$35.5M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
119KNew |
$12.6M - $14.1M
|
119K
$23.8M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
87.1KNew |
$9.18M - $10.3M
|
87.1K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.64KNew |
$595K - $667K
|
5.64K
$1.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.88K+ 80.71% |
$303K - $340K
|
6.44K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.2K+ 122.22% |
$232K - $260K
|
4K
$798K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.92KNew |
$203K - $227K
|
1.92K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
678New |
$71.5K - $80.1K
|
678
$135K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
582+ 4.27% |
$61.3K - $68.8K
|
14.2K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
397+ 10.99% |
$41.8K - $46.9K
|
4.01K
$800K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
345+ 627.27% |
$36.4K - $40.8K
|
400
$79.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$31.6K - $35.5K
|
300
$59.8K
|
|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
295+ 3.54% |
$31.1K - $34.9K
|
8.64K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
250+ 8.24% |
$26.4K - $29.5K
|
3.28K
$655K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
250New |
$26.4K - $29.5K
|
250
$49.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
237+ 3.27% |
$25K - $28K
|
7.48K
$1.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
227New |
$23.9K - $26.8K
|
227
$45.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
190New |
$20K - $22.5K
|
190
$37.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
183+ 2.65% |
$19.3K - $21.6K
|
7.08K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
125New |
$13.2K - $14.8K
|
125
$24.9K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
109New |
$11.5K - $12.9K
|
109
$21.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
50New |
$5.27K - $5.91K
|
50
$9.97K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
19New |
$2K - $2.25K
|
19
$3.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
16+ 0.47% |
$1.69K - $1.89K
|
3.42K
$682K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$527 - $591
|
5
$997
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
176KNew |
$19.1M - $20.7M
|
176K
$35.1M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
59.2KNew |
$6.43M - $6.95M
|
59.2K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
39.4K+ 22.2% |
$4.28M - $4.63M
|
217K
$43.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
15.6KNew |
$1.69M - $1.83M
|
15.6K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.24KNew |
$677K - $732K
|
6.24K
$1.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
3.97KNew |
$431K - $466K
|
3.97K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.87KNew |
$421K - $454K
|
3.87K
$772K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$339K - $367K
|
3.12K
$623K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.06KNew |
$333K - $360K
|
3.06K
$611K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
2.8K+ 13.04% |
$304K - $328K
|
24.2K
$4.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.08KNew |
$226K - $244K
|
2.08K
$415K
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.9KNew |
$206K - $223K
|
1.9K
$379K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.11K+ 6.73% |
$120K - $130K
|
17.5K
$3.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
543New |
$59K - $63.8K
|
543
$108K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
207+ 0.64% |
$22.5K - $24.3K
|
32.7K
$6.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
189+ 0.79% |
$20.5K - $22.2K
|
24K
$4.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
177New |
$19.2K - $20.8K
|
177
$35.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
175+ 15.09% |
$19K - $20.5K
|
1.34K
$266K
|
|