Dynamic Wealth Strategies, LLC Ishares Tr Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,109 shares of ITA stock, worth $325,629. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,109
Previous 2,117 0.38%
Holding current value
$325,629
Previous $280,000 12.86%
% of portfolio
0.26%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$131.58 - $149.64 $1,052 - $1,197
-8 Reduced 0.38%
2,109 $316,000
Q2 2024

Aug 15, 2024
SELL
$127.05 - $137.39 $4,065 - $4,396
-32 Reduced 1.49%
2,117 $280,000
Q1 2024

May 15, 2024
SELL
$119.3 - $131.93 $286,320 - $316,632
-2,400 Reduced 52.76%
2,149 $284,000
Q4 2023

Feb 13, 2024
BUY
$103.16 - $126.68 $469,274 - $576,267
4,549 New
4,549 $576 Million

Others Institutions Holding ITA

# of Institutions
701
Shares Held
18.7M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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