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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
51+ 2.34% |
$6.71K - $7.63K
|
2.23K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
51+ 2.19% |
$6.71K - $7.63K
|
2.38K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
50New |
$6.58K - $7.48K
|
50
$7.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$6.58K - $7.48K
|
50
$7.73K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
50+ 1.24% |
$6.58K - $7.48K
|
4.08K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
45New |
$5.92K - $6.73K
|
45
$6.96K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44New |
$5.79K - $6.58K
|
44
$6.81K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
43New |
$5.66K - $6.43K
|
43
$6.65K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
39+ 1.37% |
$5.13K - $5.84K
|
2.89K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
37New |
$4.87K - $5.54K
|
37
$5.72K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 0.15% |
$4.47K - $5.09K
|
22K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33+ 0.17% |
$4.34K - $4.94K
|
20K
$3.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
31+ 0.77% |
$4.08K - $4.64K
|
4.04K
$624K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 0.15% |
$3.95K - $4.49K
|
20.5K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
28+ 0.49% |
$3.68K - $4.19K
|
5.71K
$883K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 0.69% |
$3.29K - $3.74K
|
3.63K
$562K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25New |
$3.29K - $3.74K
|
25
$3.87K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22New |
$2.89K - $3.29K
|
22
$3.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
20+ 0.26% |
$2.63K - $2.99K
|
7.69K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
19+ 0.15% |
$2.5K - $2.84K
|
12.9K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
19+ 14.29% |
$2.5K - $2.84K
|
152
$23.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
18+ 0.08% |
$2.37K - $2.69K
|
22.7K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16+ 0.51% |
$2.11K - $2.39K
|
3.17K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15+ 4.76% |
$1.97K - $2.24K
|
330
$51K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13+ 26.0% |
$1.71K - $1.95K
|
63
$9.75K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.14% |
$1.58K - $1.8K
|
8.34K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
10+ 0.54% |
$1.32K - $1.5K
|
1.87K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 8.13% |
$1.32K - $1.5K
|
133
$20.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
10+ 0.34% |
$1.32K - $1.5K
|
2.99K
$463K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
10+ 0.44% |
$1.32K - $1.5K
|
2.3K
$356K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.55% |
$1.32K - $1.5K
|
1.82K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8New |
$1.05K - $1.2K
|
8
$1.24K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6+ 0.36% |
$789 - $898
|
1.68K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5+ 0.07% |
$658 - $748
|
7.05K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5New |
$658 - $748
|
5
$773
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
4New |
$526 - $599
|
4
$619
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4+ 0.08% |
$526 - $599
|
4.85K
$750K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
3+ 0.05% |
$395 - $449
|
6.27K
$969K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.09% |
$395 - $449
|
3.49K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.01% |
$263 - $299
|
27.6K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$263 - $299
|
4.94K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.03% |
$263 - $299
|
7.55K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$263 - $299
|
2.36K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.5% |
$132 - $150
|
203
$31.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 1.11% |
$132 - $150
|
91
$14.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.04% |
$132 - $150
|
2.74K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.03% |
$132 - $150
|
3.48K
$538K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$132 - $150
|
955
$148K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.02% |
$132 - $150
|
5.38K
$832K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.14% |
$132 - $150
|
724
$112K
|