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 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
480New |
$45K - $54.1K
|
480
$74.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$28.1K - $33.8K
|
300
$46.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
112New |
$10.5K - $12.6K
|
112
$17.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$9.37K - $11.3K
|
100
$15.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
100+ 2.63% |
$9.37K - $11.3K
|
3.9K
$602K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
49New |
$4.59K - $5.52K
|
49
$7.56K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$1.12K - $1.35K
|
12
$1.85K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
10New |
$937 - $1.13K
|
10
$1.54K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
10KNew |
$988K - $1.13M
|
10K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.35KNew |
$232K - $265K
|
2.35K
$363K
|
|
|
May 16, 2022
Q1 2022
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
1.5KNew |
$148K - $169K
|
1.5K
$232K
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200New |
$19.8K - $22.6K
|
200
$30.9K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
84New |
$8.3K - $9.49K
|
84
$13K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 50.0% |
$395 - $452
|
12
$1.85K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 1.25% |
$98.8 - $113
|
81
$12.5K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.52KNew |
$718K - $819K
|
7.52K
$1.16M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
3.86KNew |
$369K - $421K
|
3.86K
$596K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.33KNew |
$127K - $145K
|
1.33K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
182New |
$17.4K - $19.8K
|
182
$28.1K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
100New |
$9.55K - $10.9K
|
100
$15.4K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.86KNew |
$693K - $757K
|
6.86K
$1.06M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148New |
$14.9K - $16.3K
|
148
$22.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10New |
$1.01K - $1.1K
|
10
$1.54K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 93.75% |
$1.34K - $1.59K
|
31
$4.79K
|
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
7+ 0.75% |
$624 - $742
|
945
$146K
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
44.3KNew |
$3.31M - $4.29M
|
44.3K
$6.84M
|
|
|
Feb 10, 2021
Q4 2020
|
Firestone Capital Management
|
BUY
|
- |
2.21K+ 100.0% |
$165K - $214K
|
4.42K
$683K
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
885+ 100.0% |
$66.1K - $85.8K
|
1.77K
$273K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400New |
$29.9K - $38.8K
|
400
$61.7K
|
|
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
235+ 100.0% |
$17.6K - $22.8K
|
470
$72.6K
|
|
|
Feb 17, 2021
Q4 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
110+ 100.0% |
$8.22K - $10.7K
|
220
$34K
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
100+ 99.01% |
$7.47K - $9.69K
|
201
$31K
|
|
|
Feb 11, 2021
Q4 2020
|
Iag Wealth Partners, LLC
|
BUY
|
- |
88+ 100.0% |
$6.58K - $8.53K
|
176
$27.2K
|
|
|
Jan 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
80+ 100.0% |
$5.98K - $7.76K
|
160
$24.7K
|
|
|
Feb 04, 2021
Q4 2020
|
Glassman Wealth Services
|
BUY
|
- |
75+ 100.0% |
$5.6K - $7.27K
|
150
$23.2K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
9.81KNew |
$666K - $950K
|
9.81K
$1.51M
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Asio Capital, LLC
|
BUY
|
- |
60New |
$6.44K - $7.01K
|
60
$9.26K
|
|
| Q1 2019 | |||||||
|
Apr 08, 2019
Q1 2019
|
Triangle Securities Wealth Management
|
BUY
|
- |
11.4KNew |
$957K - $1.19M
|
11.4K
$1.76M
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
30KNew |
$2.43M - $3.26M
|
30K
$4.63M
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
64New |
$6.01K - $6.59K
|
64
$9.88K
|
|
| Q1 2018 | |||||||
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
CALL |
200New |
$18.8K - $20.5K
|
200
$30.9K
|
|
| Q4 2017 | |||||||
|
Oct 04, 2024
Q4 2017
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.74KNew |
$243K - $259K
|
2.74K
$423K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$88.6 - $89.4
|
1
$154
|
|