A detailed history of Symphony Financial Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Symphony Financial Services, Inc. holds 2,622 shares of ITA stock, worth $384,096. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,622
Previous 2,372 10.54%
Holding current value
$384,096
Previous $316 Million 24.17%
% of portfolio
0.33%
Previous 0.27%

Shares

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

Nov 12, 2024

BUY
$131.58 - $149.64 $32,895 - $37,410
250 Added 10.54%
2,622 $392 Million
Q2 2024

Aug 09, 2024

BUY
$127.05 - $137.39 $301,362 - $325,889
2,372 New
2,372 $316 Million

Others Institutions Holding ITA

About ISHARES TR


  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Symphony Financial Services, Inc. Portfolio

Follow Symphony Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial Services, Inc. with notifications on news.