Unique Wealth Strategies, LLC Ishares Tr Transaction History

Unique Wealth Strategies, LLC

$213 Billion
Q2 2024

A detailed history of Unique Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 870 shares of ITA stock, worth $171,746. This represents 0.05% of its overall portfolio holdings.

Number of Shares

870

Holding current value

$171,746

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$127.05 - $137.39 $110,533 - $119,529	870 New	870 $115 Million

Others Institutions Holding ITA

# of Institutions

811

Shares Held

19.2M

Call Options Held

914K

Put Options Held

356K

Bank Of America Corp Charlotte, NC

3.24M
Shares

$640 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$353 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.11M
Shares

$219 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

839K
Shares

$166 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

724K
Shares

$143 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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Unique Wealth Strategies, LLC Ishares Tr Transaction History