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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Baymount Management LP
Miami, FL |
BUY
|
PUT |
20KNew |
$1.23M - $1.46M
|
20K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-708- 11.23% |
$43.5K - $51.8K
|
5.6K
$498K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
1KNew |
$61.4K - $73.2K
|
1K
$89.1K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-775K- 42.92% |
$47.6M - $56.7M
|
1.03M
$91.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-995- 8.94% |
$61.1K - $72.8K
|
10.1K
$902K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-100- 50.0% |
$6.14K - $7.32K
|
100
$8.91K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36New |
$2.21K - $2.64K
|
36
$3.21K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 50.0% |
$49.2K - $58.6K
|
800
$71.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
366New |
$22.5K - $26.8K
|
366
$32.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7.27KNew |
$447K - $532K
|
7.27K
$647K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
2.87KNew |
$176K - $210K
|
2.87K
$255K
|
|
| 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
$305K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.66K+ 514.06% |
$185K - $230K
|
4.37K
$389K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.5KNew |
$76.1K - $94.3K
|
1.5K
$134K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
7.93KNew |
$402K - $498K
|
7.93K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-301- 74.88% |
$15.3K - $18.9K
|
101
$8.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.04K+ 2078.0% |
$52.7K - $65.3K
|
1.09K
$97K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.81K- 18.59% |
$91.9K - $114K
|
7.93K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$254K - $314K
|
5K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
415New |
$21.1K - $26.1K
|
415
$37K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.86K- 46.42% |
$94.4K - $117K
|
2.15K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
118KNew |
$6.01M - $7.45M
|
118K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
246New |
$12.5K - $15.5K
|
246
$21.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
7.92KNew |
$402K - $498K
|
7.92K
$706K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-6K- 46.15% |
$305K - $377K
|
7K
$623K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
955New |
$48.5K - $60K
|
955
$85K
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
37.1KNew |
$1.88M - $2.33M
|
37.1K
$3.3M
|
|
|
Feb 10, 2023
Q4 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
15.2KNew |
$770K - $954K
|
15.2K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
27.4KNew |
$1.39M - $1.72M
|
27.4K
$2.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-1K- 88.26% |
$50.8K - $62.8K
|
133
$11.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.8KNew |
$193K - $239K
|
3.8K
$338K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
78New |
$3.96K - $4.9K
|
78
$6.95K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-10- 2.47% |
$508 - $628
|
395
$35.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
74+ 0.73% |
$3.76K - $4.65K
|
10.2K
$912K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1- 0.37% |
$50.8 - $62.8
|
270
$24K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
180New |
$9.14K - $11.3K
|
180
$16K
|
|
| Q3 2022 | |||||||
|
Jan 30, 2025
Q3 2022
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-4.25KClosed |
$218K - $268K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-170Closed |
$8.74K - $10.7K
|
0
$0
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8Closed |
$411 - $504
|
0
$0
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-2.85K- 25.63% |
$147K - $179K
|
8.27K
$736K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
74.4K+ 63.48% |
$3.82M - $4.68M
|
192K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.98KNew |
$359K - $439K
|
6.98K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
19KNew |
$979K - $1.2M
|
19K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.09KNew |
$55.9K - $68.4K
|
1.09K
$96.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Passaic Partners LLC
|
BUY
|
- |
109KNew |
$5.62M - $6.88M
|
109K
$9.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-495- 10.69% |
$25.4K - $31.2K
|
4.14K
$368K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-300- 50.0% |
$15.4K - $18.9K
|
300
$26.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-11.3K- 99.84% |
$581K - $711K
|
18
$1.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.59K- 52.66% |
$339K - $415K
|
5.92K
$527K
|
|