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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
723+ 4.45% |
$105K - $115K
|
17K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
720+ 72.0% |
$104K - $115K
|
1.72K
$318K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
720+ 4.15% |
$104K - $115K
|
18.1K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
700+ 12.73% |
$101K - $112K
|
6.2K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
698+ 34.15% |
$101K - $111K
|
2.74K
$507K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
658+ 41.51% |
$95.3K - $105K
|
2.24K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
658+ 47.2% |
$95.3K - $105K
|
2.05K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
634+ 25.03% |
$91.8K - $101K
|
3.17K
$586K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
615+ 5.05% |
$89.1K - $98.1K
|
12.8K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
602+ 4.36% |
$87.2K - $96K
|
14.4K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
601+ 18.64% |
$87K - $95.9K
|
3.83K
$708K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
596+ 22.05% |
$86.3K - $95.1K
|
3.3K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
547+ 8.23% |
$79.2K - $87.2K
|
7.19K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
543New |
$78.6K - $86.6K
|
543
$100K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
539+ 8.1% |
$78.1K - $86K
|
7.19K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
511+ 136.27% |
$74K - $81.5K
|
886
$164K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500+ 14.75% |
$72.4K - $79.8K
|
3.89K
$720K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
500New |
$72.4K - $79.8K
|
500
$92.5K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
500+ 11.48% |
$72.4K - $79.8K
|
4.86K
$898K
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
496+ 1.82% |
$71.8K - $79.1K
|
27.8K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
486+ 2.97% |
$70.4K - $77.5K
|
16.8K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
468+ 28.69% |
$67.8K - $74.6K
|
2.1K
$388K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
450+ 110.57% |
$65.2K - $71.8K
|
857
$159K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
429+ 27.05% |
$62.1K - $68.4K
|
2.02K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
394New |
$57.1K - $62.8K
|
394
$72.9K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
389+ 3.03% |
$56.3K - $62K
|
13.2K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
385New |
$55.8K - $61.4K
|
385
$71.2K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
377+ 0.65% |
$54.6K - $60.1K
|
58.6K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
368+ 97.87% |
$53.3K - $58.7K
|
744
$138K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
356+ 6.07% |
$51.6K - $56.8K
|
6.22K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
351+ 1.68% |
$50.8K - $56K
|
21.3K
$3.93M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
336+ 6.26% |
$48.7K - $53.6K
|
5.7K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
331New |
$47.9K - $52.8K
|
331
$61.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
324+ 10.11% |
$46.9K - $51.7K
|
3.53K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
311+ 2.28% |
$45K - $49.6K
|
14K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
300+ 3.23% |
$43.5K - $47.9K
|
9.59K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
286+ 9.19% |
$41.4K - $45.6K
|
3.4K
$628K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
272+ 10.11% |
$39.4K - $43.4K
|
2.96K
$548K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
270+ 3.49% |
$39.1K - $43.1K
|
8K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$36.2K - $39.9K
|
250
$46.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245+ 0.92% |
$35.5K - $39.1K
|
27K
$4.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
241+ 5.98% |
$34.9K - $38.4K
|
4.27K
$791K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
241+ 6.65% |
$34.9K - $38.4K
|
3.86K
$715K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
230+ 85.19% |
$33.3K - $36.7K
|
500
$92.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
225+ 23.81% |
$32.6K - $35.9K
|
1.17K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
218New |
$31.6K - $34.8K
|
218
$40.3K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
215+ 1.77% |
$31.1K - $34.3K
|
12.3K
$2.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
215+ 8.13% |
$31.1K - $34.3K
|
2.86K
$529K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
207+ 63.11% |
$30K - $33K
|
535
$99K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
206New |
$29.8K - $32.9K
|
206
$38.1K
|