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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.32K- 48.17% |
$233K - $264K
|
2.49K
$315K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-636- 66.6% |
$63.9K - $72.5K
|
319
$40.4K
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
355+ 4.0% |
$35.7K - $40.5K
|
9.24K
$1.17M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-250- 0.8% |
$25.1K - $28.5K
|
31K
$3.92M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
451+ 1.72% |
$45.3K - $51.4K
|
26.7K
$3.38M
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-141- 2.9% |
$14.2K - $16.1K
|
4.72K
$597K
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-99- 1.96% |
$9.95K - $11.3K
|
4.94K
$625K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.87K+ 12.63% |
$188K - $213K
|
16.7K
$2.11M
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 3.12% |
$159K - $180K
|
52.3K
$6.61M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.08% |
$101 - $114
|
1.23K
$156K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.58K+ 4.64% |
$561K - $636K
|
126K
$15.9M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.1% |
$201 - $228
|
2.03K
$256K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.1K+ 60.34% |
$3.72M - $4.22M
|
98.5K
$12.5M
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 6.71% |
$202K - $229K
|
28K
$3.54M
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-129- 0.72% |
$13K - $14.7K
|
17.7K
$2.24M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.33K- 38.62% |
$134K - $152K
|
2.12K
$268K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
412+ 1.79% |
$41.4K - $47K
|
23.4K
$2.96M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-208- 0.45% |
$20.9K - $23.7K
|
45.5K
$5.76M
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 0.97% |
$2.51K - $2.85K
|
2.54K
$321K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32New |
$3.22K - $3.65K
|
32
$4.05K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-840- 25.5% |
$84.4K - $95.7K
|
2.45K
$311K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
324+ 0.72% |
$32.6K - $36.9K
|
45.3K
$5.73M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 1.12% |
$4.82K - $5.47K
|
4.25K
$538K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.66K- 44.4% |
$267K - $303K
|
3.33K
$422K
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
345+ 10.3% |
$34.7K - $39.3K
|
3.7K
$468K
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.23K+ 7.97% |
$123K - $140K
|
16.6K
$2.1M
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.2% |
$101 - $114
|
509
$64.4K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 12.64% |
$114K - $129K
|
10.1K
$1.28M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1K+ 8.7% |
$101K - $114K
|
12.5K
$1.58M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.54K- 58.98% |
$557K - $631K
|
3.85K
$488K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-920- 23.29% |
$92.5K - $105K
|
3.03K
$384K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 0.1% |
$1.51K - $1.71K
|
15.6K
$1.98M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.44KNew |
$246K - $279K
|
2.44K
$309K
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-3.5K- 51.18% |
$352K - $399K
|
3.34K
$423K
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
221+ 2.55% |
$22.2K - $25.2K
|
8.9K
$1.13M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.37KNew |
$137K - $156K
|
1.37K
$173K
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-581- 1.31% |
$58.4K - $66.2K
|
43.9K
$5.55M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-2.56K- 20.0% |
$257K - $292K
|
10.2K
$1.29M
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-38- 6.86% |
$3.82K - $4.33K
|
516
$65.3K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-92- 5.06% |
$9.25K - $10.5K
|
1.73K
$218K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33New |
$3.32K - $3.76K
|
33
$4.18K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.95KNew |
$297K - $337K
|
2.95K
$374K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.3K- 4.55% |
$4.42M - $5.24M
|
949K
$120M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.4K- 31.3% |
$1.6M - $1.89M
|
35.9K
$4.54M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
416New |
$40.6K - $48.2K
|
416
$52.6K
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.16KNew |
$210K - $250K
|
2.16K
$273K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 4.07% |
$146K - $174K
|
35.3K
$4.47M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.81KNew |
$176K - $209K
|
1.81K
$229K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.18K+ 61.17% |
$602K - $715K
|
16.3K
$2.06M
|