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 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.47KNew |
$358K - $395K
|
2.47K
$458K
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.4KNew |
$348K - $383K
|
2.4K
$444K
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.36K+ 36.81% |
$341K - $376K
|
8.76K
$1.62M
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.33KNew |
$337K - $372K
|
2.33K
$431K
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.26K+ 11.04% |
$328K - $361K
|
22.8K
$4.21M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26K+ 2.45% |
$327K - $361K
|
94.5K
$17.5M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.18K+ 24.38% |
$316K - $348K
|
11.1K
$2.06M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.15KNew |
$311K - $342K
|
2.15K
$397K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.03K+ 2.71% |
$294K - $324K
|
76.8K
$14.2M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.01K+ 45.63% |
$291K - $320K
|
6.41K
$1.19M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.97KNew |
$285K - $314K
|
1.97K
$364K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$274K - $301K
|
1.89K
$350K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.83K+ 8.23% |
$265K - $292K
|
24.1K
$4.45M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.82KNew |
$264K - $291K
|
1.82K
$337K
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.8KNew |
$260K - $286K
|
1.8K
$332K
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.66KNew |
$241K - $265K
|
1.66K
$307K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.66K+ 30.76% |
$240K - $265K
|
7.06K
$1.31M
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.63K+ 120.44% |
$236K - $260K
|
2.99K
$553K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.59KNew |
$230K - $254K
|
1.59K
$294K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.56KNew |
$226K - $249K
|
1.56K
$289K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.53K+ 79.16% |
$221K - $244K
|
3.46K
$639K
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.51KNew |
$219K - $241K
|
1.51K
$279K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.38KNew |
$199K - $219K
|
1.38K
$255K
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.35KNew |
$195K - $215K
|
1.35K
$249K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.34KNew |
$195K - $214K
|
1.34K
$249K
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.33KNew |
$193K - $212K
|
1.33K
$246K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.3K+ 32.66% |
$188K - $207K
|
5.28K
$977K
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.3K+ 256.72% |
$188K - $207K
|
1.81K
$334K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.3K+ 9.34% |
$188K - $207K
|
15.2K
$2.81M
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.26K+ 1.69% |
$182K - $201K
|
75.9K
$14M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.22K+ 21.76% |
$177K - $195K
|
6.83K
$1.26M
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
1.18K+ 3.67% |
$171K - $188K
|
33.3K
$6.16M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 3.24% |
$164K - $181K
|
36.1K
$6.68M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.09K+ 5.83% |
$157K - $173K
|
19.7K
$3.65M
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.07K+ 28.29% |
$155K - $170K
|
4.84K
$895K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.07K+ 338.1% |
$154K - $170K
|
1.38K
$255K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.04K+ 22.48% |
$150K - $166K
|
5.66K
$1.05M
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.02KNew |
$147K - $162K
|
1.02K
$188K
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
896+ 11.92% |
$130K - $143K
|
8.41K
$1.56M
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
892+ 25.43% |
$129K - $142K
|
4.4K
$814K
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
874+ 35.57% |
$127K - $139K
|
3.33K
$616K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
831New |
$120K - $133K
|
831
$154K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
827+ 6.81% |
$120K - $132K
|
13K
$2.4M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
826+ 135.86% |
$120K - $132K
|
1.43K
$265K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
802+ 11.92% |
$116K - $128K
|
7.53K
$1.39M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
800+ 2162.16% |
$116K - $128K
|
837
$155K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
783+ 2.34% |
$113K - $125K
|
34.3K
$6.35M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
761+ 35.36% |
$110K - $121K
|
2.91K
$539K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
760New |
$110K - $121K
|
760
$141K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
726+ 4.69% |
$105K - $116K
|
16.2K
$3M
|