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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
78KNew |
$5.3M - $6.66M
|
78K
$8.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-162- 3.65% |
$11K - $13.8K
|
4.28K
$449K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
7.04KNew |
$478K - $602K
|
7.04K
$739K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-258- 87.16% |
$17.5K - $22K
|
38
$3.99K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
48.5KNew |
$3.29M - $4.14M
|
48.5K
$5.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-2.3K- 3.09% |
$156K - $196K
|
72K
$7.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-450- 46.39% |
$30.6K - $38.4K
|
520
$54.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-191- 4.54% |
$13K - $16.3K
|
4.01K
$421K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
2.77KNew |
$188K - $236K
|
2.77K
$290K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-85- 0.23% |
$5.77K - $7.26K
|
36.8K
$3.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-401- 11.16% |
$27.2K - $34.3K
|
3.19K
$335K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
19.2KNew |
$1.3M - $1.64M
|
19.2K
$2.02M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-279- 38.38% |
$18.9K - $23.8K
|
448
$47K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.95% |
$61.4 - $73.2
|
104
$10.9K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
320+ 3.06% |
$19.7K - $23.4K
|
10.8K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.87K- 61.04% |
$115K - $137K
|
1.19K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
124New |
$7.62K - $9.08K
|
124
$13K
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
230KNew |
$14.1M - $16.8M
|
230K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
300New |
$18.4K - $22K
|
300
$31.5K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 66.67% |
$1.23K - $1.46K
|
10
$1.05K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200+ 16.67% |
$12.3K - $14.6K
|
1.4K
$147K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3KNew |
$184K - $220K
|
3K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.63MNew |
$100M - $119M
|
1.63M
$171M
|
|
|
May 11, 2023
Q1 2023
|
Baymount Management LP
Miami, FL |
BUY
|
PUT |
20KNew |
$1.23M - $1.46M
|
20K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-708- 11.23% |
$43.5K - $51.8K
|
5.6K
$588K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
1KNew |
$61.4K - $73.2K
|
1K
$105K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-775K- 42.92% |
$47.6M - $56.7M
|
1.03M
$108M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-995- 8.94% |
$61.1K - $72.8K
|
10.1K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-100- 50.0% |
$6.14K - $7.32K
|
100
$10.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36New |
$2.21K - $2.64K
|
36
$3.78K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 50.0% |
$49.2K - $58.6K
|
800
$84K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
366New |
$22.5K - $26.8K
|
366
$38.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7.27KNew |
$447K - $532K
|
7.27K
$763K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
2.87KNew |
$176K - $210K
|
2.87K
$301K
|
|
| Q4 2022 | |||||||
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-62Closed |
$3.15K - $3.9K
|
0
$0
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.43KNew |
$174K - $215K
|
3.43K
$360K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.66K+ 514.06% |
$185K - $230K
|
4.37K
$458K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.5KNew |
$76.1K - $94.3K
|
1.5K
$157K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
7.93KNew |
$402K - $498K
|
7.93K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.04K+ 2078.0% |
$52.7K - $65.3K
|
1.09K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-301- 74.88% |
$15.3K - $18.9K
|
101
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
343KNew |
$17.4M - $21.6M
|
343K
$36M
|
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$254K - $314K
|
5K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
415New |
$21.1K - $26.1K
|
415
$43.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.86K- 46.42% |
$94.4K - $117K
|
2.15K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
118KNew |
$6.01M - $7.45M
|
118K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.81K- 18.59% |
$91.9K - $114K
|
7.93K
$833K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
246New |
$12.5K - $15.5K
|
246
$25.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
7.92KNew |
$402K - $498K
|
7.92K
$832K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-6K- 46.15% |
$305K - $377K
|
7K
$735K
|
|