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 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
70+ 0.9% |
$9.47K - $13.2K
|
7.87K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
69+ 4.49% |
$9.34K - $13K
|
1.61K
$320K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
63+ 37.06% |
$8.52K - $11.9K
|
233
$46.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
60+ 4.01% |
$8.12K - $11.3K
|
1.56K
$310K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 1.34% |
$8.12K - $11.3K
|
4.53K
$902K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
59+ 40.97% |
$7.98K - $11.1K
|
203
$40.5K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
57+ 0.42% |
$7.71K - $10.8K
|
13.7K
$2.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 4.71% |
$7.44K - $10.4K
|
1.22K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
54New |
$7.31K - $10.2K
|
54
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
51+ 0.3% |
$6.9K - $9.62K
|
16.9K
$3.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
51+ 0.55% |
$6.9K - $9.62K
|
9.33K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
50+ 4.0% |
$6.77K - $9.43K
|
1.3K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
50+ 3.13% |
$6.77K - $9.43K
|
1.65K
$329K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
50+ 27.93% |
$6.77K - $9.43K
|
229
$45.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49+ 1.15% |
$6.63K - $9.24K
|
4.32K
$861K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
46+ 32.39% |
$6.22K - $8.68K
|
188
$37.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
45+ 0.55% |
$6.09K - $8.49K
|
8.22K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 1.49% |
$5.41K - $7.55K
|
2.72K
$543K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
39+ 2.89% |
$5.28K - $7.36K
|
1.39K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
38+ 0.75% |
$5.14K - $7.17K
|
5.13K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
38+ 16.45% |
$5.14K - $7.17K
|
269
$53.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
38+ 19.49% |
$5.14K - $7.17K
|
233
$46.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35+ 1.07% |
$4.74K - $6.6K
|
3.31K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28+ 1.61% |
$3.79K - $5.28K
|
1.76K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 3.0% |
$3.52K - $4.9K
|
893
$178K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
24+ 0.84% |
$3.25K - $4.53K
|
2.89K
$576K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
24New |
$3.25K - $4.53K
|
24
$4.79K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
24New |
$3.25K - $4.53K
|
24
$4.79K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
23+ 23.0% |
$3.11K - $4.34K
|
123
$24.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
23New |
$3.11K - $4.34K
|
23
$4.59K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
23+ 0.1% |
$3.11K - $4.34K
|
22.8K
$4.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17New |
$2.3K - $3.21K
|
17
$3.39K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
16+ 0.06% |
$2.16K - $3.02K
|
28.2K
$5.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
15New |
$2.03K - $2.83K
|
15
$2.99K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 100.0% |
$2.03K - $2.83K
|
30
$5.98K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
13+ 5.49% |
$1.76K - $2.45K
|
250
$49.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
12New |
$1.62K - $2.26K
|
12
$2.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 25.0% |
$1.62K - $2.26K
|
60
$12K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
10+ 0.2% |
$1.35K - $1.89K
|
4.96K
$989K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10New |
$1.35K - $1.89K
|
10
$1.99K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10+ 0.13% |
$1.35K - $1.89K
|
7.64K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.1% |
$1.08K - $1.51K
|
8.38K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.3% |
$947 - $1.32K
|
2.32K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 26.09% |
$812 - $1.13K
|
29
$5.78K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5+ 0.89% |
$677 - $943
|
567
$113K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.09% |
$541 - $755
|
4.31K
$860K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3+ 0.05% |
$406 - $566
|
5.66K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.1% |
$406 - $566
|
3.04K
$606K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.06% |
$271 - $377
|
3.62K
$721K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$271 - $377
|
2.36K
$470K
|