Chung Wu Investment Group, LLC Ishares Tr Transaction History

Chung Wu Investment Group, LLC

$120 Billion
Q3 2025

A detailed history of Chung Wu Investment Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Chung Wu Investment Group, LLC holds 180 shares of ITA stock, worth $38,116. This represents 0.03% of its overall portfolio holdings.

Number of Shares

180

Holding current value

$38,116

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 04, 2025	BUY	$184.73 - $209.26 $33,251 - $37,666	180 New	180 $37.7 Million

Others Institutions Holding ITA

# of Institutions

918

Shares Held

22.7M

Call Options Held

1.04M

Put Options Held

444K

Envestnet Asset Management Inc

4.78M
Shares

$1.01 Billion
0.31% of portfolio
Bank Of America Corp Charlotte, NC

3M
Shares

$636 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$389 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$316 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$189 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Chung Wu Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chung Wu Investment Group, LLC with notifications on news.

Account

Chung Wu Investment Group, LLC Ishares Tr Transaction History