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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-675- 2.18% |
$65.8K - $86.8K
|
30.3K
$3.18M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.15% |
$97.5 - $129
|
88
$9.24K
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
710+ 6.63% |
$69.2K - $91.3K
|
11.4K
$1.2M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-17.2K- 61.46% |
$1.68M - $2.21M
|
10.8K
$1.13M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.94K- 7.25% |
$189K - $249K
|
24.8K
$2.6M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
31.5K+ 1163.27% |
$3.08M - $4.06M
|
34.3K
$3.6M
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1New |
$97.5 - $129
|
1
$105
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-250- 0.72% |
$24.4K - $32.2K
|
34.6K
$3.63M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.37K- 4.55% |
$621K - $819K
|
133K
$14M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4New |
$390 - $515
|
4
$420
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.75K- 3.77% |
$464K - $611K
|
121K
$12.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.46K+ 4.53% |
$435K - $574K
|
103K
$10.8M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
22.6KNew |
$2.2M - $2.9M
|
22.6K
$2.37M
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.4K- 7.75% |
$332K - $438K
|
40.5K
$4.25M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.04% |
$195 - $257
|
5.06K
$531K
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
88.2KNew |
$8.6M - $11.3M
|
88.2K
$9.26M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-667- 9.0% |
$65K - $85.8K
|
6.74K
$708K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-38.1K- 9.63% |
$3.71M - $4.9M
|
357K
$37.5M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
291New |
$28.4K - $37.4K
|
291
$30.5K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-8.07K- 17.73% |
$787K - $1.04M
|
37.4K
$3.93M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.45K+ 37.09% |
$141K - $186K
|
5.35K
$562K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.63KNew |
$159K - $210K
|
1.63K
$171K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.58KNew |
$154K - $203K
|
1.58K
$166K
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
193+ 2.09% |
$18.8K - $24.8K
|
9.43K
$990K
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2KNew |
$195K - $257K
|
2K
$210K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-14.8K- 7.45% |
$1.44M - $1.9M
|
184K
$19.3M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.5KNew |
$146K - $193K
|
1.5K
$157K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$270K - $356K
|
2.77K
$290K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.64% |
$1.56K - $2.06K
|
2.51K
$263K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.67KNew |
$163K - $215K
|
1.67K
$176K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 25.13% |
$248K - $327K
|
7.57K
$795K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 4.39% |
$7.41K - $9.78K
|
1.81K
$190K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.2% |
$878 - $1.16K
|
4.49K
$472K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-486- 4.75% |
$47.4K - $62.5K
|
9.75K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
70+ 0.42% |
$6.83K - $9K
|
16.7K
$1.75M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
622+ 3.67% |
$60.7K - $80K
|
17.5K
$1.84M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
59New |
$5.75K - $7.59K
|
59
$6.19K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-450- 10.59% |
$43.9K - $57.9K
|
3.8K
$399K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-859- 9.65% |
$83.8K - $111K
|
8.04K
$844K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
289+ 1.16% |
$28.2K - $37.2K
|
25.2K
$2.65M
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-504- 0.96% |
$49.2K - $64.8K
|
51.7K
$5.43M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$97.5 - $129
|
3.03K
$318K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
115+ 5.26% |
$11.2K - $14.8K
|
2.3K
$242K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.37KNew |
$329K - $434K
|
3.37K
$354K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.7KNew |
$165K - $218K
|
1.7K
$178K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.9K+ 516.42% |
$1.07M - $1.41M
|
13.1K
$1.37M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.15K- 66.78% |
$112K - $148K
|
573
$60.1K
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-556- 3.14% |
$54.2K - $71.5K
|
17.2K
$1.8M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.37KNew |
$134K - $176K
|
1.37K
$144K
|