Carter Financial Group, Inc. Ishares Tr Transaction History

Carter Financial Group, Inc.

$153 Billion
Q2 2025

A detailed history of Carter Financial Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Carter Financial Group, Inc. holds 1,508 shares of ITA stock, worth $324,461. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,508

Holding current value

$324,461

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 22, 2025	BUY	$135.31 - $188.64 $204,047 - $284,469	1,508 New	1,508 $284 Million

Others Institutions Holding ITA

# of Institutions

841

Shares Held

20.1M

Call Options Held

1.04M

Put Options Held

416K

Bank Of America Corp Charlotte, NC

3M
Shares

$646 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$395 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$321 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$192 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

778K
Shares

$167 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

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Carter Financial Group, Inc. Ishares Tr Transaction History