Marshall & Sterling Wealth Advisors Inc. Ishares Tr Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 11,090 shares of ITA stock, worth $2.29 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
11,090
Previous 11,379 2.54%
Holding current value
$2.29 Million
Previous $1.74 Billion 19.18%
% of portfolio
1.41%
Previous 1.18%

Shares

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

Aug 12, 2025
SELL
$135.31 - $188.64 $39,104 - $54,516
-289 Reduced 2.54%
11,090 $2.08 Billion
Q1 2025

May 15, 2025
SELL
$144.84 - $159.5 $57,356 - $63,162
-396 Reduced 3.36%
11,379 $1.74 Billion
Q4 2024

Feb 14, 2025
BUY
$144.31 - $157.31 $1.7 Million - $1.85 Million
11,775 New
11,775 $1.71 Billion

Others Institutions Holding ITA

# of Institutions
881
Shares Held
21.4M
Call Options Held
1.04M
Put Options Held
441K
View Full List

About ISHARES TR

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