Org Wealth Partners, LLC Ishares Tr Transaction History

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,689 shares of ITA stock, worth $353,929. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,689
Previous 1,015 66.4%
Holding current value
$353,929
Previous $155,000 105.16%
% of portfolio
0.14%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$135.31 - $188.64 $91,198 - $127,143
674 Added 66.4%
1,689 $318,000
Q1 2025

Apr 21, 2025
BUY
$144.84 - $159.5 $147,012 - $161,892
1,015 New
1,015 $155,000

Others Institutions Holding ITA

# of Institutions
835
Shares Held
20M
Call Options Held
1.04M
Put Options Held
416K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email