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 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
900K+ 354.33% |
$84.5M - $100M
|
1.15M
$119M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.85KNew |
$174K - $206K
|
1.85K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-9- 0.17% |
$845 - $1K
|
5.42K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.7K- 59.63% |
$253K - $301K
|
1.83K
$188K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10New |
$939 - $1.11K
|
10
$1.03K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-51.2K- 81.73% |
$4.81M - $5.71M
|
11.5K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
190KNew |
$17.8M - $21.2M
|
190K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-200- 49.38% |
$18.8K - $22.3K
|
205
$21.1K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-23.1K- 62.6% |
$2.17M - $2.57M
|
13.8K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
264+ 3.39% |
$24.8K - $29.4K
|
8.06K
$828K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.4K+ 29.12% |
$5.77M - $6.85M
|
272K
$28M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
900New |
$84.5K - $100K
|
900
$92.5K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
877New |
$82.3K - $97.7K
|
877
$90.1K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
59.9KNew |
$5.62M - $6.67M
|
59.9K
$6.15M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-45.8K- 99.39% |
$4.3M - $5.1M
|
282
$29K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-22.2K- 44.64% |
$2.09M - $2.48M
|
27.6K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
5New |
$469 - $557
|
5
$514
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
610+ 8.02% |
$57.3K - $68K
|
8.22K
$844K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-5.71K- 31.84% |
$536K - $637K
|
12.2K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-994- 27.72% |
$93.3K - $111K
|
2.59K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 11.49% |
$939 - $1.11K
|
97
$9.97K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12- 0.42% |
$1.13K - $1.34K
|
2.82K
$290K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.39KNew |
$224K - $266K
|
2.39K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 1.96% |
$93.9 - $111
|
50
$5.14K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 53.84% |
$233K - $277K
|
2.13K
$219K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-136- 5.85% |
$12.8K - $15.2K
|
2.19K
$225K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1KNew |
$93.9K - $111K
|
1K
$103K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.98K- 42.77% |
$280K - $332K
|
3.99K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.23KNew |
$209K - $248K
|
2.23K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-283- 34.85% |
$26.6K - $31.5K
|
529
$54.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.62KNew |
$246K - $292K
|
2.62K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.19K- 7.84% |
$112K - $132K
|
14K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.12% |
$282 - $334
|
2.49K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
2.21K+ 5.91% |
$208K - $247K
|
39.7K
$4.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.56KNew |
$803K - $954K
|
8.56K
$879K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
258+ 1.52% |
$24.2K - $28.8K
|
17.2K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
456+ 15.58% |
$42.8K - $50.8K
|
3.38K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
62.2KNew |
$5.84M - $6.93M
|
62.2K
$6.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.81K+ 180800.0% |
$170K - $202K
|
1.81K
$186K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.32K+ 54.01% |
$218K - $259K
|
6.62K
$681K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.08KNew |
$215K - $269K
|
2.08K
$214K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
63New |
$6.51K - $8.15K
|
63
$6.48K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.06K- 37.55% |
$523K - $654K
|
8.41K
$865K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.3KNew |
$238K - $298K
|
2.3K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-72- 80.0% |
$7.44K - $9.31K
|
18
$1.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-50- 2.49% |
$5.17K - $6.47K
|
1.96K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.2KNew |
$2.29M - $2.87M
|
22.2K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.95K- 72.85% |
$615K - $769K
|
2.22K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-300- 11.99% |
$31K - $38.8K
|
2.2K
$226K
|
|