Latest Institutional Sells of Ishares Tr (ITA)
This list provides information on the latest institutional transactions involving Ishares Tr (ITA) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.18K- 30.83% |
$122K - $150K
|
2.65K
$491K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-841- 1.72% |
$86.8K - $107K
|
48.1K
$8.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-557- 68.18% |
$57.5K - $70.6K
|
260
$48.1K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-343- 16.58% |
$35.4K - $43.5K
|
1.73K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-314- 0.6% |
$32.4K - $39.8K
|
52.1K
$9.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-277- 3.86% |
$28.6K - $35.1K
|
6.9K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-260- 53.94% |
$26.8K - $32.9K
|
222
$41.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-102- 21.94% |
$10.5K - $12.9K
|
363
$67.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-101- 19.2% |
$10.4K - $12.8K
|
425
$78.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-100- 46.51% |
$10.3K - $12.7K
|
115
$21.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60- 7.39% |
$6.19K - $7.6K
|
752
$139K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 43.18% |
$3.92K - $4.81K
|
50
$9.25K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 74.07% |
$2.06K - $2.53K
|
7
$1.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-125K- 99.92% |
$13.2M - $14.8M
|
100
$18.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.8K- 95.0% |
$401K - $449K
|
200
$37K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.63K- 19.65% |
$382K - $429K
|
14.8K
$2.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-255- 5.38% |
$26.9K - $30.1K
|
4.48K
$829K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-139- 6.62% |
$14.7K - $16.4K
|
1.96K
$363K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-17- 0.87% |
$1.79K - $2.01K
|
1.95K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-8- 34.78% |
$843 - $945
|
15
$2.78K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 50.0% |
$211 - $236
|
2
$370
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-24.5K- 88.84% |
$2.66M - $2.88M
|
3.08K
$569K
|
|
|
Aug 11, 2023
Q2 2023
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-8.09K- 50.0% |
$879K - $950K
|
8.09K
$1.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.06K- 19.68% |
$115K - $124K
|
4.33K
$800K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-313- 8.73% |
$34K - $36.7K
|
3.27K
$606K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-200- 1.79% |
$21.7K - $23.5K
|
11K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-193- 96.98% |
$21K - $22.7K
|
6
$1.11K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-171- 47.9% |
$18.6K - $20.1K
|
186
$34.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-75- 4.04% |
$8.15K - $8.81K
|
1.78K
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-64- 2.0% |
$6.95K - $7.51K
|
3.14K
$581K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-29.1K- 74.42% |
$3.16M - $3.43M
|
10K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.6K- 66.67% |
$282K - $306K
|
1.3K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.34K- 41.79% |
$145K - $158K
|
1.86K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-791- 15.17% |
$85.8K - $93.1K
|
4.42K
$818K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-600Closed |
$65.1K - $70.6K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-524- 14.13% |
$56.8K - $61.7K
|
3.19K
$589K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-256- 6.57% |
$27.8K - $30.1K
|
3.64K
$674K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-114- 23.95% |
$12.4K - $13.4K
|
362
$67K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-37- 64.91% |
$4.01K - $4.36K
|
20
$3.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-33- 0.29% |
$3.58K - $3.89K
|
11.4K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-30- 0.77% |
$3.25K - $3.53K
|
3.86K
$714K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-606K- 99.11% |
$56.4M - $69.1M
|
5.47K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-20.5K- 14.02% |
$1.91M - $2.34M
|
126K
$23.3M
|
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-951- 28.05% |
$88.5K - $109K
|
2.44K
$451K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-900- 25.51% |
$83.8K - $103K
|
2.63K
$486K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-287- 10.65% |
$26.7K - $32.7K
|
2.41K
$445K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-234- 4.14% |
$21.8K - $26.7K
|
5.41K
$1M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-90- 2.0% |
$8.38K - $10.3K
|
4.41K
$816K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2KClosed |
$182K - $217K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.56K- 38.1% |
$142K - $170K
|
2.54K
$469K
|
|