New Wave Wealth Advisors LLC Ishares Tr Transaction History

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 3,892 shares of ITA stock, worth $767,619. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,892
Previous 3,440 13.14%
Holding current value
$767,619
Previous $527 Million 39.4%
% of portfolio
0.31%
Previous 0.24%

Shares

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

Jul 18, 2025
BUY
$135.31 - $188.64 $61,160 - $85,265
452 Added 13.14%
3,892 $734 Million
Q1 2025

Apr 25, 2025
SELL
$144.84 - $159.5 $77,199 - $85,013
-533 Reduced 13.42%
3,440 $527 Million
Q4 2024

Jan 23, 2025
BUY
$144.31 - $157.31 $573,343 - $624,992
3,973 New
3,973 $577 Million

Others Institutions Holding ITA

# of Institutions
802
Shares Held
19.1M
Call Options Held
913K
Put Options Held
356K
View Full List

About ISHARES TR

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