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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.79K+ 30.78% |
$1.19M - $1.66M
|
37.4K
$7.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8.35KNew |
$1.13M - $1.57M
|
8.35K
$1.66M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
8.29K+ 68.62% |
$1.12M - $1.56M
|
20.4K
$4.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
7.62KNew |
$1.03M - $1.44M
|
7.62K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.6K+ 256.4% |
$1.03M - $1.43M
|
10.6K
$2.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.32K+ 37.23% |
$991K - $1.38M
|
27K
$5.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.81K+ 28.5% |
$921K - $1.28M
|
30.7K
$6.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.79K+ 5.08% |
$919K - $1.28M
|
140K
$28M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
6.6KNew |
$893K - $1.25M
|
6.6K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.5K+ 2.19% |
$880K - $1.23M
|
304K
$60.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
6.01KNew |
$813K - $1.13M
|
6.01K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
5.85KNew |
$791K - $1.1M
|
5.85K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.71K+ 4.08% |
$773K - $1.08M
|
146K
$29.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
5.49K+ 35.83% |
$743K - $1.04M
|
20.8K
$4.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.97K+ 261.05% |
$673K - $938K
|
6.88K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.87KNew |
$658K - $918K
|
4.87K
$970K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.84KNew |
$655K - $913K
|
4.84K
$965K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.52K+ 37.63% |
$611K - $852K
|
16.5K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.36K+ 28.75% |
$590K - $822K
|
19.5K
$3.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.3K+ 19.21% |
$582K - $811K
|
26.7K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.17K+ 55.34% |
$564K - $786K
|
11.7K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.11K+ 16.07% |
$556K - $775K
|
29.7K
$5.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
4.02KNew |
$544K - $758K
|
4.02K
$802K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3.93KNew |
$531K - $741K
|
3.93K
$783K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.77K+ 1.51% |
$510K - $711K
|
254K
$50.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.65K+ 4.75% |
$494K - $689K
|
80.5K
$16.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.65K+ 51.69% |
$494K - $688K
|
10.7K
$2.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.58K+ 18.85% |
$485K - $676K
|
22.6K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.58K+ 4.26% |
$484K - $675K
|
87.5K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.49KNew |
$472K - $659K
|
3.49K
$696K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.46K+ 47.51% |
$467K - $652K
|
10.7K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
3.25K+ 319.98% |
$440K - $613K
|
4.27K
$851K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.05K+ 55.37% |
$412K - $575K
|
8.55K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.99K+ 133.3% |
$405K - $564K
|
5.23K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.98KNew |
$403K - $562K
|
2.98K
$594K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.98KNew |
$403K - $562K
|
2.98K
$594K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.82KNew |
$381K - $531K
|
2.82K
$562K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.81K+ 52.66% |
$380K - $530K
|
8.14K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.74K+ 22.21% |
$371K - $517K
|
15.1K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.7KNew |
$366K - $510K
|
2.7K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.65KNew |
$359K - $500K
|
2.65K
$529K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.61KNew |
$354K - $493K
|
2.61K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.59KNew |
$350K - $489K
|
2.59K
$516K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.57K+ 8.97% |
$347K - $484K
|
31.2K
$6.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.54K+ 373.49% |
$343K - $478K
|
3.22K
$641K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.53KNew |
$343K - $478K
|
2.53K
$505K
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
2.53KNew |
$342K - $476K
|
2.53K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.5K+ 4.79% |
$338K - $472K
|
54.7K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.49K+ 35.56% |
$337K - $470K
|
9.49K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.41KNew |
$327K - $455K
|
2.41K
$481K
|