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 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-225- 3.71% |
$21.1K - $25.1K
|
5.84K
$520K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.24K- 25.25% |
$116K - $138K
|
3.67K
$327K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-636- 1.25% |
$59.7K - $70.9K
|
50.2K
$4.47M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.38K- 76.11% |
$130K - $154K
|
434
$38.6K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
765+ 4.98% |
$71.8K - $85.3K
|
16.1K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.69KNew |
$252K - $300K
|
2.69K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.1K- 18.37% |
$1.98M - $2.35M
|
93.6K
$8.33M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-22.2K- 44.64% |
$2.09M - $2.48M
|
27.6K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-554- 12.16% |
$52K - $61.7K
|
4K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
5New |
$469 - $557
|
5
$445
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.1K- 39.32% |
$3.02M - $3.58M
|
49.6K
$4.42M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
610+ 8.02% |
$57.3K - $68K
|
8.22K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-635- 8.07% |
$59.6K - $70.8K
|
7.23K
$644K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
167+ 6.97% |
$15.7K - $18.6K
|
2.56K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.84K- 9.75% |
$360K - $428K
|
35.5K
$3.16M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-616- 3.96% |
$57.8K - $68.7K
|
15K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.71K- 31.84% |
$536K - $637K
|
12.2K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
59+ 0.7% |
$5.54K - $6.58K
|
8.49K
$756K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.22KNew |
$584K - $693K
|
6.22K
$554K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
308New |
$28.9K - $34.3K
|
308
$27.4K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-994- 27.72% |
$93.3K - $111K
|
2.59K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-174- 3.06% |
$16.3K - $19.4K
|
5.51K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.18K+ 15.17% |
$111K - $131K
|
8.95K
$797K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-61- 7.49% |
$5.73K - $6.8K
|
753
$67.1K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 11.49% |
$939 - $1.11K
|
97
$8.64K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12- 0.42% |
$1.13K - $1.34K
|
2.82K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.39KNew |
$224K - $266K
|
2.39K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 1.96% |
$93.9 - $111
|
50
$4.45K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-160- 4.15% |
$15K - $17.8K
|
3.69K
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 53.84% |
$233K - $277K
|
2.13K
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-188- 3.87% |
$17.6K - $21K
|
4.67K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-136- 5.85% |
$12.8K - $15.2K
|
2.19K
$195K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 6.94% |
$114K - $135K
|
16.2K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.44K+ 2.65% |
$886K - $1.05M
|
366K
$32.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 18.42% |
$259K - $308K
|
12.2K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.47KNew |
$232K - $275K
|
2.47K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.69K- 39.44% |
$440K - $523K
|
7.2K
$642K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.34KNew |
$595K - $706K
|
6.34K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-575- 5.96% |
$54K - $64.1K
|
9.07K
$807K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-83.7K- 99.81% |
$7.86M - $9.33M
|
158
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64K+ 5.88% |
$154K - $183K
|
29.5K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
991+ 47.76% |
$93K - $110K
|
3.07K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1KNew |
$93.9K - $111K
|
1K
$89.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.98K- 42.77% |
$280K - $332K
|
3.99K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.65% |
$282 - $334
|
466
$41.5K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 0.8% |
$9.39K - $11.1K
|
12.4K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
825New |
$77.4K - $91.9K
|
825
$73.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.23KNew |
$209K - $248K
|
2.23K
$198K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.1% |
$282 - $334
|
3.01K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-107- 1.53% |
$10K - $11.9K
|
6.9K
$615K
|