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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-210- 16.54% |
$10.3K - $13.1K
|
1.06K
$103K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$49.1 - $62.4
|
904
$87.8K
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5.34KClosed |
$262K - $333K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-6.01KClosed |
$295K - $375K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-3.59KClosed |
$176K - $224K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
58+ 580.0% |
$2.85K - $3.62K
|
68
$6.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-231- 38.89% |
$11.3K - $14.4K
|
363
$35.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.99KClosed |
$196K - $249K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1KNew |
$49.1K - $62.4K
|
1K
$97.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-17.6KClosed |
$863K - $1.1M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.6KClosed |
$177K - $225K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 20, 2025
Q1 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.65KClosed |
$216K - $298K
|
0
$0
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-40Closed |
$2.37K - $3.26K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.23KClosed |
$369K - $508K
|
0
$0
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6.91KClosed |
$410K - $564K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.21KClosed |
$71.9K - $99.1K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.78KClosed |
$165K - $227K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-257Closed |
$15.2K - $21K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.8KClosed |
$699K - $962K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-201- 96.17% |
$11.9K - $16.4K
|
8
$777
|
|
|
May 16, 2022
Q1 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-6.5KClosed |
$385K - $531K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.35KClosed |
$139K - $192K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
100New |
$5.93K - $8.16K
|
100
$9.71K
|
|
|
May 13, 2022
Q1 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
140KNew |
$8.3M - $11.4M
|
140K
$13.6M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.38KClosed |
$319K - $439K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.67KClosed |
$455K - $626K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Atika Capital Management LLC
New York, NY |
SELL
|
PUT |
-2.5KClosed |
$148K - $204K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-294KClosed |
$17.4M - $24M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.75KClosed |
$400K - $551K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
24.7KNew |
$1.46M - $2.01M
|
24.7K
$2.39M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-350Closed |
$20.7K - $28.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.53KClosed |
$150K - $206K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.57KClosed |
$152K - $210K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-3.15KClosed |
$186K - $257K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.85KClosed |
$228K - $314K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-12.1KClosed |
$715K - $985K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.44KClosed |
$204K - $281K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-653KClosed |
$38.7M - $53.3M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-70- 35.9% |
$4.15K - $5.71K
|
125
$12.1K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8KClosed |
$474K - $653K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
$11.9K - $16.3K
|
200
$19.4K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-43.3K- 99.35% |
$2.57M - $3.54M
|
283
$27.5K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.07KClosed |
$478K - $659K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-25.5KClosed |
$1.51M - $2.08M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-300Closed |
$17.8K - $24.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-32.6KClosed |
$1.93M - $2.66M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2.8KClosed |
$166K - $229K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-390Closed |
$23.1K - $31.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-500Closed |
$29.6K - $40.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.7KClosed |
$279K - $384K
|
0
$0
|
|