Latest Institutional Transactions on Ishares Tr (ITB)
This table provides information on the latest institutional transactions involving Ishares Tr (ITB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-305- 12.16% |
$31.5K - $39.4K
|
2.2K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.39K- 2.46% |
$144K - $180K
|
55.3K
$5.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.99K- 45.3% |
$825K - $1.03M
|
9.64K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 3.84% |
$51.7K - $64.7K
|
12.5K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45- 0.33% |
$4.65K - $5.82K
|
13.5K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.28K+ 9.21% |
$132K - $165K
|
15.2K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21+ 0.91% |
$2.17K - $2.72K
|
2.32K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-159- 74.3% |
$16.4K - $20.6K
|
55
$5.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
66+ 2.14% |
$6.82K - $8.54K
|
3.14K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-16.8K- 51.88% |
$1.73M - $2.17M
|
15.6K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 1125.92% |
$1.42M - $1.78M
|
15K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
15+ 0.19% |
$1.55K - $1.94K
|
7.8K
$836K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.19KNew |
$432K - $541K
|
4.19K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9.71KNew |
$1M - $1.26M
|
9.71K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-280- 10.46% |
$28.9K - $36.2K
|
2.4K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.67K+ 6.13% |
$275K - $345K
|
46.1K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.18K+ 802.72% |
$122K - $153K
|
1.33K
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-127- 1.64% |
$13.1K - $16.4K
|
7.61K
$816K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
196+ 4.17% |
$20.2K - $25.4K
|
4.89K
$525K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-300- 4.61% |
$31K - $38.8K
|
6.2K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20New |
$2.07K - $2.59K
|
20
$2.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.97K- 97.38% |
$1.03M - $1.29M
|
268
$28.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-58.7K- 91.18% |
$6.07M - $7.6M
|
5.68K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.73KNew |
$489K - $612K
|
4.73K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-177- 2.54% |
$18.3K - $22.9K
|
6.79K
$728K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
110+ 1.42% |
$11.4K - $14.2K
|
7.87K
$844K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.01KNew |
$311K - $389K
|
3.01K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$723 - $905
|
7
$751
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-282- 6.82% |
$29.1K - $36.5K
|
3.85K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-738- 13.79% |
$76.2K - $95.5K
|
4.61K
$495K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
880+ 10.7% |
$90.9K - $114K
|
9.11K
$977K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
160KNew |
$16.6M - $20.7M
|
160K
$17.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
534+ 17.43% |
$55.2K - $69.1K
|
3.6K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.55K- 33.75% |
$367K - $459K
|
6.97K
$747K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-312- 6.94% |
$32.2K - $40.4K
|
4.18K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23New |
$2.38K - $2.97K
|
23
$2.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.66K- 1.94% |
$171K - $214K
|
83.9K
$9M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
145New |
$15K - $18.8K
|
145
$15.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-141- 2.87% |
$14.6K - $18.2K
|
4.78K
$513K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-570- 7.09% |
$58.9K - $73.7K
|
7.47K
$801K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.81K+ 5.85% |
$393K - $493K
|
68.9K
$7.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13.2KNew |
$1.36M - $1.7M
|
13.2K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.09KNew |
$112K - $140K
|
1.09K
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-8.3K- 27.36% |
$857K - $1.07M
|
22K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.19K+ 68.84% |
$330K - $413K
|
7.83K
$840K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.15KNew |
$222K - $278K
|
2.15K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
19+ 0.11% |
$1.96K - $2.46K
|
17K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.37KNew |
$658K - $824K
|
6.37K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.49K- 39.34% |
$464K - $581K
|
6.92K
$743K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.04% |
$103 - $129
|
2.41K
$258K
|